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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 %
TPCW
101
TD Private Client Wealth
New York
$9.36M +$2.15M +20,200 +30%
CCWA
102
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$9.32M +$2.12M +19,967 +30%
LFG
103
Larson Financial Group
Missouri
$9.14M -$9.22M -86,705 -50%
MW
104
MBL Wealth
North Carolina
$9.06M -$135K -1,271 -1%
PGFC
105
Peapack-Gladstone Financial Corp
New Jersey
$8.9M +$2.38M +22,387 +36%
BA
106
BIP Alliance
Georgia
$8.87M -$143K -1,349 -2%
Jones Financial Companies
107
Jones Financial Companies
Missouri
$8.83M +$4.93M +46,376 +127%
QC
108
Quent Capital
New York
$8.72M -$1.23M -11,598 -12%
Citadel Advisors
109
Citadel Advisors
Florida
$8.67M +$8.67M +81,485 New
Jane Street
110
Jane Street
New York
$8.55M -$876K -8,241 -9%
PP
111
PDS Planning
Ohio
$8.51M +$1.44M +13,567 +20%
SAG
112
SageView Advisory Group
California
$8.46M +$99.4K +932 +1%
MWP
113
Meridian Wealth Partners
Pennsylvania
$8.42M +$325K +3,059 +4%
BCM
114
Brookstone Capital Management
Illinois
$8.29M +$517K +4,859 +7%
NFG
115
Northeast Financial Group
Pennsylvania
$8.02M +$1.28M +11,996 +19%
JWA
116
JFS Wealth Advisors
Pennsylvania
$8.01M +$2.37M +22,320 +42%
GT
117
Greenleaf Trust
Michigan
$7.97M -$3.2M -30,053 -29%
CCM
118
Condor Capital Management
New Jersey
$7.84M +$85.7K +806 +1%
Cambridge Investment Research Advisors
119
Cambridge Investment Research Advisors
Iowa
$7.78M +$2.01M +18,929 +35%
CCA
120
Clearwater Capital Advisors
Illinois
$7.77M +$205K +1,928 +3%
TRCT
121
Tower Research Capital (TRC)
New York
$7.73M +$7.72M +72,641 +908,013%
ST
122
Smithfield Trust
Pennsylvania
$7.64M +$227K +2,138 +3%
ZF
123
Zhang Financial
Michigan
$7.54M -$33.7K -317 -0.4%
Deutsche Bank
124
Deutsche Bank
Germany
$7.54M +$4.24M +39,904 +129%
NAS
125
Nicolet Advisory Services
Wisconsin
$7.27M -$4.8K -45 -0.1%