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iShares Short-Term National Muni Bond ETF

847 hedge funds and large institutions have $8.66B invested in iShares Short-Term National Muni Bond ETF in 2025 Q4 according to their latest regulatory filings, with 83 funds opening new positions, 387 increasing their positions, 246 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
847
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
26
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
UCFA
151
United Capital Financial Advisors
Texas
$6.1M
RFC
152
Regions Financial Corp
Alabama
$6.07M
JIC
153
Joel Isaacson & Co
New York
$6.01M
KPWS
154
Kestra Private Wealth Services
Texas
$5.9M
TFA
155
Tobias Financial Advisors
Florida
$5.85M
LPP
156
Life Planning Partners
Florida
$5.83M
MBFW
157
Morton Brown Family Wealth
Pennsylvania
$5.74M
Carson Wealth (CWM LLC)
158
Carson Wealth (CWM LLC)
Nebraska
$5.71M
EWM
159
Empirical Wealth Management
Washington
$5.63M
VAMG
160
Voisard Asset Management Group
Michigan
$5.61M
APP
161
Avantax Planning Partners
Iowa
$5.57M
SFM
162
Signet Financial Management
New Jersey
$5.55M
WA
163
Waverly Advisors
Alabama
$5.51M
AHC
164
Anderson Hoagland & Co
Missouri
$5.5M
DW
165
Durante & Waters
New York
$5.4M
PPW
166
Presilium Private Wealth
Pennsylvania
$5.37M
GT
167
Greenleaf Trust
Michigan
$5.36M
AssetMark Inc
168
AssetMark Inc
California
$5.33M
PHWM
169
Pine Harbor Wealth Management
Maryland
$5.32M
RWM
170
Rockwood Wealth Management
Pennsylvania
$5.28M
YCG
171
Yeomans Consulting Group
Georgia
$5.24M
MFS
172
McNamara Financial Services
Massachusetts
$5.18M
WANY
173
Wealthspire Advisors (New York)
New York
$5.15M
PWMG
174
Private Wealth Management Group
New Jersey
$5.06M
PFS
175
Prospera Financial Services
Texas
$5.03M