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iShares Short-Term National Muni Bond ETF

829 hedge funds and large institutions have $7.78B invested in iShares Short-Term National Muni Bond ETF in 2025 Q1 according to their latest regulatory filings, with 75 funds opening new positions, 316 increasing their positions, 306 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
829
Holders Change
+3
Holders Change %
+0.36%
% of All Funds
11.26%
Holding in Top 10
22
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-18.52%
% of All Funds
0.3%
New
75
Increased
316
Reduced
306
Closed
51
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
PGFC
126
Peapack-Gladstone Financial Corp
New Jersey
$6.48M +$745K +7,056 +13%
Janney Montgomery Scott
127
Janney Montgomery Scott
Pennsylvania
$6.41M -$1.43M -13,531 -18%
EWM
128
Elmwood Wealth Management
California
$6.4M +$128K +1,212 +2%
CCM
129
Coldstream Capital Management
Washington
$6.31M +$884K +8,370 +16%
FGWP
130
Founders Grove Wealth Partners
Virginia
$5.94M +$381K +3,610 +7%
NA
131
NewEdge Advisors
Louisiana
$5.93M +$865K +8,193 +17%
LPP
132
Life Planning Partners
Florida
$5.9M -$85.6K -811 -1%
CTA
133
Chesley Taft & Associates
Illinois
$5.9M +$594K +5,625 +11%
EC
134
Elequin Capital
New York
$5.89M +$5.89M +55,810 New
SPP
135
Single Point Partners
Massachusetts
$5.82M -$916K -8,671 -14%
PNC Financial Services Group
136
PNC Financial Services Group
Pennsylvania
$5.76M -$529K -5,011 -8%
Cambridge Investment Research Advisors
137
Cambridge Investment Research Advisors
Iowa
$5.73M -$273K -2,587 -5%
EWM
138
Empirical Wealth Management
Washington
$5.7M -$149K -1,415 -3%
PP
139
PrairieView Partners
Minnesota
$5.67M -$754K -7,140 -12%
GT
140
Glenview Trust
Kentucky
$5.64M +$2.36M +22,369 +72%
JWA
141
JFS Wealth Advisors
Pennsylvania
$5.59M +$277K +2,624 +5%
WA
142
Waverly Advisors
Alabama
$5.45M -$196K -1,858 -3%
PG
143
Patten Group
Tennessee
$5.37M +$748K +7,083 +16%
FPAS
144
Focus Partners Advisor Solutions
Missouri
$5.32M -$485K -4,592 -8%
AHC
145
Anderson Hoagland & Co
Missouri
$5.26M -$690K -6,585 -12%
BFA
146
Bragg Financial Advisors
North Carolina
$5.26M -$1.11M -10,467 -17%
SFM
147
Signet Financial Management
New Jersey
$5.2M -$260K -2,461 -5%
ERIC
148
Eagle Rock Investment Company
Georgia
$5.12M +$42.9K +406 +0.8%
FAT
149
First American Trust
California
$5.07M +$281K +2,661 +6%
LFS
150
Lutz Financial Services
Nebraska
$5.06M -$326K -3,088 -6%