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iShares Short-Term National Muni Bond ETF

841 hedge funds and large institutions have $8.68B invested in iShares Short-Term National Muni Bond ETF in 2025 Q2 according to their latest regulatory filings, with 85 funds opening new positions, 350 increasing their positions, 275 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
841
Holders Change
+12
Holders Change %
+1.45%
% of All Funds
11.28%
Holding in Top 10
24
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+9.09%
% of All Funds
0.32%
New
85
Increased
350
Reduced
275
Closed
62
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
PCIA
76
Prime Capital Investment Advisors
Kansas
$14.3M +$3.01M +28,312 +27%
MML Investors Services
77
MML Investors Services
Massachusetts
$14.2M +$1.09M +10,233 +8%
COLIM
78
City of London Investment Management
United Kingdom
$13.9M +$13.9M +130,304 New
BWM
79
Brown Wealth Management
Illinois
$13.4M -$3.5M -32,932 -21%
SC
80
Slow Capital
California
$13.4M -$4.81M -45,251 -26%
AWC
81
Abundance Wealth Counselors
Pennsylvania
$13.1M -$40.6K -382 -0.3%
DWM
82
Dakota Wealth Management
Florida
$12.4M -$256K -2,407 -2%
SSWM
83
Sheets Smith Wealth Management
North Carolina
$12.3M -$452K -4,253 -4%
FLPIM
84
F.L. Putnam Investment Management
Massachusetts
$12.2M -$247K -2,325 -2%
TCM
85
TD Capital Management
Tennessee
$12.1M +$762K +7,170 +7%
OHIS
86
Oak Harvest Investment Services
Texas
$11.6M +$894K +8,404 +8%
GBT
87
Grove Bank & Trust
Florida
$11.4M -$214K -2,011 -2%
MFIM
88
Mesirow Financial Investment Management
Illinois
$11.4M +$180K +1,695 +2%
Corient Private Wealth
89
Corient Private Wealth
Florida
$10.9M +$789K +7,418 +8%
CCB
90
Country Club Bank
Missouri
$10.9M +$914K +8,602 +9%
PAG
91
Private Advisor Group
New Jersey
$10.5M +$1.36M +12,836 +15%
HWA
92
Heartwood Wealth Advisors
Virginia
$10.4M -$108K -1,013 -1%
WANY
93
Wealthspire Advisors (New York)
New York
$10.4M +$3.53M +33,220 +51%
AW
94
Alaethes Wealth
Nevada
$10.3M
PAS
95
Park Avenue Securities
New York
$10.1M -$2.24M -21,042 -18%
IAN
96
Integrated Advisors Network
Texas
$10M +$3.14M +29,544 +46%
PIFP
97
Partners in Financial Planning
Virginia
$9.72M +$763K +7,178 +9%
Janney Montgomery Scott
98
Janney Montgomery Scott
Pennsylvania
$9.57M +$3.11M +29,284 +48%
M&T Bank
99
M&T Bank
New York
$9.45M +$971K +9,130 +11%
AWA
100
Aaron Wealth Advisors
Illinois
$9.42M -$1.07M -10,065 -10%