SUB icon

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 %
VAMG
151
Voisard Asset Management Group
Michigan
$5.4M -$2M -18,836 -27%
AssetMark Inc
152
AssetMark Inc
California
$5.35M +$4.06M +38,199 +315%
SFM
153
Signet Financial Management
New Jersey
$5.35M +$116K +1,091 +2%
RWM
154
Rockwood Wealth Management
Pennsylvania
$5.26M +$1.24M +11,692 +31%
WAP
155
Wealthcare Advisory Partners
Pennsylvania
$5.22M -$1.61M -15,164 -24%
KAS
156
Kestra Advisory Services
Texas
$5.22M +$531K +4,994 +11%
FPAS
157
Focus Partners Advisor Solutions
Missouri
$5.18M -$181K -1,703 -3%
AHC
158
Anderson Hoagland & Co
Missouri
$5.07M -$272K -2,555 -5%
PG
159
Patten Group
Tennessee
$5.04M -$374K -3,515 -7%
PNC Financial Services Group
160
PNC Financial Services Group
Pennsylvania
$4.98M -$814K -7,657 -14%
MFS
161
McNamara Financial Services
Massachusetts
$4.94M -$40.2K -378 -0.8%
PWMG
162
Private Wealth Management Group
New Jersey
$4.91M -$136K -1,278 -3%
FGWP
163
Founders Grove Wealth Partners
Virginia
$4.89M -$1.09M -10,207 -18%
Carson Wealth (CWM LLC)
164
Carson Wealth (CWM LLC)
Nebraska
$4.81M +$666K +6,259 +16%
PFS
165
Prospera Financial Services
Texas
$4.8M +$13.8K +130 +0.3%
FAT
166
First American Trust
California
$4.79M -$311K -2,928 -6%
PPW
167
Presilium Private Wealth
Pennsylvania
$4.78M +$478K +4,497 +11%
Fisher Asset Management
168
Fisher Asset Management
Washington
$4.75M +$4.75M +44,711 New
Truist Financial
169
Truist Financial
North Carolina
$4.69M +$380K +3,576 +9%
Luther King Capital Management (LKCM)
170
Luther King Capital Management (LKCM)
Texas
$4.67M -$4.75M
LA
171
Lindenwold Advisors
Pennsylvania
$4.64M -$87.3K -821 -2%
CCM
172
Coldstream Capital Management
Washington
$4.59M -$1.77M -16,640 -28%
ERIC
173
Eagle Rock Investment Company
Georgia
$4.58M -$584K -5,490 -11%
DW
174
Durante & Waters
New York
$4.55M -$8.51K -80 -0.2%
PFM
175
Phillips Financial Management
Indiana
$4.42M -$521K -4,899 -11%