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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.

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 Market Value Shares Shares
Change
Shares
Change %
CAG
151
Crestwood Advisors Group
Massachusetts
$5.06M 47,887 +15,856 +50%
DPI
152
Diversified Portfolios Inc
Michigan
$5.03M 47,676 -711 -1%
PWMG
153
Private Wealth Management Group
New Jersey
$5.01M 47,472 -3,152 -6%
MFS
154
McNamara Financial Services
Massachusetts
$4.94M 46,820 +761 +2%
PFM
155
Phillips Financial Management
Indiana
$4.9M 46,425 -824 -2%
TFA
156
Tobias Financial Advisors
Florida
$4.85M 45,946 +10,757 +31%
PFS
157
Prospera Financial Services
Texas
$4.76M 45,036 +2,317 +5%
Luther King Capital Management (LKCM)
158
Luther King Capital Management (LKCM)
Texas
LA
159
Lindenwold Advisors
Pennsylvania
$4.7M 44,488 -4,026 -8%
MFA
160
Mayflower Financial Advisors
Massachusetts
$4.68M 44,282 -1,642 -4%
KAS
161
Kestra Advisory Services
Texas
$4.66M 44,092 +971 +2%
B
162
Bailard
California
$4.65M 43,991 +16,900 +62%
CST
163
Charles Schwab Trust
Nevada
$4.6M 43,540 +10,593 +32%
SWP
164
Stratos Wealth Partners
Ohio
$4.6M 43,518 -2,589 -6%
HCM
165
Horiko Capital Management
New York
$4.55M 43,078
DW
166
Durante & Waters
New York
$4.53M 42,897 -512 -1%
Susquehanna International Group
167
Susquehanna International Group
Pennsylvania
$4.52M 42,846 +42,846 New
LFGO
168
Legacy Financial Group (Oklahoma)
Oklahoma
$4.48M 42,465 -1,130 -3%
FCIM
169
Fairview Capital Investment Management
California
$4.42M 41,875
Truist Financial
170
Truist Financial
North Carolina
$4.28M 40,568 -29,376 -42%
PPW
171
Presilium Private Wealth
Pennsylvania
$4.27M 40,446 +4,616 +13%
BFG
172
Baron Financial Group
New Jersey
$4.21M 39,875 -15 -0%
Carson Wealth (CWM LLC)
173
Carson Wealth (CWM LLC)
Nebraska
$4.12M 39,008 +8,812 +29%
HSG
174
Helen Stephens Group
Texas
$4.11M 38,897 -3,367 -8%
VA
175
Valmark Advisers
Ohio
$4.09M 38,773 +1,233 +3%