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iShares Short-Term National Muni Bond ETF

858 hedge funds and large institutions have $8.72B invested in iShares Short-Term National Muni Bond ETF in 2025 Q4 according to their latest regulatory filings, with 91 funds opening new positions, 389 increasing their positions, 247 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
858
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
28
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
GS
151
GWN Securities
Florida
$6.55M
LFS
152
Lutz Financial Services
Nebraska
$6.17M
UCFA
153
United Capital Financial Advisors
Texas
$6.1M
RFC
154
Regions Financial Corp
Alabama
$6.07M
JIC
155
Joel Isaacson & Co
New York
$6.01M
KPWS
156
Kestra Private Wealth Services
Texas
$5.9M
TFA
157
Tobias Financial Advisors
Florida
$5.85M
LPP
158
Life Planning Partners
Florida
$5.83M
MBFW
159
Morton Brown Family Wealth
Pennsylvania
$5.74M
Carson Wealth (CWM LLC)
160
Carson Wealth (CWM LLC)
Nebraska
$5.71M
EWM
161
Empirical Wealth Management
Washington
$5.63M
VAMG
162
Voisard Asset Management Group
Michigan
$5.61M
APP
163
Avantax Planning Partners
Iowa
$5.57M
SFM
164
Signet Financial Management
New Jersey
$5.55M
WA
165
Waverly Advisors
Alabama
$5.51M
AHC
166
Anderson Hoagland & Co
Missouri
$5.5M
DW
167
Durante & Waters
New York
$5.4M
PPW
168
Presilium Private Wealth
Pennsylvania
$5.37M
GT
169
Greenleaf Trust
Michigan
$5.36M
AssetMark Inc
170
AssetMark Inc
California
$5.33M
PHWM
171
Pine Harbor Wealth Management
Maryland
$5.32M
RWM
172
Rockwood Wealth Management
Pennsylvania
$5.28M
YCG
173
Yeomans Consulting Group
Georgia
$5.24M
MFS
174
McNamara Financial Services
Massachusetts
$5.18M
WANY
175
Wealthspire Advisors (New York)
New York
$5.15M