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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 %
Baird Financial Group
126
Baird Financial Group
Wisconsin
$7.25M +$678K +6,379 +10%
ACM
127
AUA Capital Management
Pennsylvania
$7.18M
OCG
128
Opus Capital Group
Ohio
$7.16M -$207K -1,946 -3%
WIA
129
World Investment Advisors
California
$7.13M -$151K -1,417 -2%
ACA
130
Ackerman Capital Advisors
Texas
$7.03M -$4.37M -41,052 -38%
LFS
131
Lutz Financial Services
Nebraska
$6.99M +$1.9M +17,856 +37%
CTA
132
Chesley Taft & Associates
Illinois
$6.92M +$981K +9,221 +17%
NA
133
NewEdge Advisors
Louisiana
$6.87M +$896K +8,430 +15%
BC
134
Brio Consultants
California
$6.75M +$69.8K +656 +1%
EWM
135
Elmwood Wealth Management
California
$6.72M +$275K +2,582 +4%
VAS
136
Vestmark Advisory Solutions
Massachusetts
$6.72M -$364K -3,426 -5%
PP
137
PrairieView Partners
Minnesota
$6.58M +$873K +8,210 +15%
BFA
138
Bragg Financial Advisors
North Carolina
$6.51M +$1.22M +11,426 +23%
APP
139
Avantax Planning Partners
Iowa
$6.5M -$58.3K -548 -0.9%
DPI
140
Diversified Portfolios Inc
Michigan
$6.44M +$1.37M +12,881 +27%
QC
141
Quadrature Capital
United Kingdom
$6.43M +$6.43M +60,505 New
MBFW
142
Morton Brown Family Wealth
Pennsylvania
$6.36M -$466K -4,378 -7%
GT
143
Glenview Trust
Kentucky
$5.89M +$214K +2,015 +4%
SPP
144
Single Point Partners
Massachusetts
$5.67M -$193K -1,813 -3%
LPP
145
Life Planning Partners
Florida
$5.47M -$462K -4,349 -8%
TFA
146
Tobias Financial Advisors
Florida
$5.46M +$577K +5,427 +12%
SWM
147
Sentinel Wealth Management
Virginia
$5.46M +$5.46M +51,310 New
WA
148
Waverly Advisors
Alabama
$5.45M -$43.3K -407 -0.8%
AWM
149
Angeles Wealth Management
California
$5.43M +$2.43M +22,827 +81%
EWM
150
Empirical Wealth Management
Washington
$5.43M -$307K -2,888 -5%