SUB icon

iShares Short-Term National Muni Bond ETF

813 hedge funds and large institutions have $8.1B invested in iShares Short-Term National Muni Bond ETF in 2025 Q3 according to their latest regulatory filings, with 51 funds opening new positions, 364 increasing their positions, 257 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
813
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
21
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SFA
76
Sequoia Financial Advisors
Ohio
$13.7M
Jones Financial Companies
77
Jones Financial Companies
Missouri
$13.2M
B
78
Bailard
California
$13.1M
QCM
79
Quantinno Capital Management
New York
$12.8M
CCB
80
Country Club Bank
Missouri
$12.8M
DWM
81
Dakota Wealth Management
Florida
$12.4M
FLPIM
82
F.L. Putnam Investment Management
Massachusetts
$12.3M
OHIS
83
Oak Harvest Investment Services
Texas
$12M
AWC
84
Abundance Wealth Counselors
Pennsylvania
$11.9M
GBT
85
Grove Bank & Trust
Florida
$11.7M
MFIM
86
Mesirow Financial Investment Management
Illinois
$11.6M
WWM
87
Waterway Wealth Management
Texas
$11.5M
TPCW
88
TD Private Client Wealth
New York
$11.1M
TCM
89
TD Capital Management
Tennessee
$11M
MML Investors Services
90
MML Investors Services
Massachusetts
$10.8M
BCM
91
Brookstone Capital Management
Illinois
$10.8M
SSWM
92
Sheets Smith Wealth Management
North Carolina
$10.7M
PAG
93
Private Advisor Group
New Jersey
$10.6M
PIFP
94
Partners in Financial Planning
Virginia
$10.5M
FTUS
95
Flow Traders U.S.
New York
$10.4M
Corient Private Wealth
96
Corient Private Wealth
Florida
$10.4M
AW
97
Alaethes Wealth
Nevada
$10.3M
WANY
98
Wealthspire Advisors (New York)
New York
$10.2M
AWA
99
Aaron Wealth Advisors
Illinois
$9.86M
Janney Montgomery Scott
100
Janney Montgomery Scott
Pennsylvania
$9.76M