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iShares Short-Term National Muni Bond ETF

852 hedge funds and large institutions have $8.69B invested in iShares Short-Term National Muni Bond ETF in 2025 Q4 according to their latest regulatory filings, with 86 funds opening new positions, 389 increasing their positions, 246 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
852
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
LFS
151
Lutz Financial Services
Nebraska
$6.17M
UCFA
152
United Capital Financial Advisors
Texas
$6.1M
RFC
153
Regions Financial Corp
Alabama
$6.07M
JIC
154
Joel Isaacson & Co
New York
$6.01M
KPWS
155
Kestra Private Wealth Services
Texas
$5.9M
TFA
156
Tobias Financial Advisors
Florida
$5.85M
LPP
157
Life Planning Partners
Florida
$5.83M
MBFW
158
Morton Brown Family Wealth
Pennsylvania
$5.74M
Carson Wealth (CWM LLC)
159
Carson Wealth (CWM LLC)
Nebraska
$5.71M
EWM
160
Empirical Wealth Management
Washington
$5.63M
VAMG
161
Voisard Asset Management Group
Michigan
$5.61M
APP
162
Avantax Planning Partners
Iowa
$5.57M
SFM
163
Signet Financial Management
New Jersey
$5.55M
WA
164
Waverly Advisors
Alabama
$5.51M
AHC
165
Anderson Hoagland & Co
Missouri
$5.5M
DW
166
Durante & Waters
New York
$5.4M
PPW
167
Presilium Private Wealth
Pennsylvania
$5.37M
GT
168
Greenleaf Trust
Michigan
$5.36M
AssetMark Inc
169
AssetMark Inc
California
$5.33M
PHWM
170
Pine Harbor Wealth Management
Maryland
$5.32M
RWM
171
Rockwood Wealth Management
Pennsylvania
$5.28M
YCG
172
Yeomans Consulting Group
Georgia
$5.24M
MFS
173
McNamara Financial Services
Massachusetts
$5.18M
WANY
174
Wealthspire Advisors (New York)
New York
$5.15M
PWMG
175
Private Wealth Management Group
New Jersey
$5.06M