SUB icon

iShares Short-Term National Muni Bond ETF

828 hedge funds and large institutions have $8.22B invested in iShares Short-Term National Muni Bond ETF in 2025 Q3 according to their latest regulatory filings, with 53 funds opening new positions, 371 increasing their positions, 259 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
828
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
24
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
PG
176
Patten Group
Tennessee
$4.91M
PNC Financial Services Group
177
PNC Financial Services Group
Pennsylvania
$4.91M
Carson Wealth (CWM LLC)
178
Carson Wealth (CWM LLC)
Nebraska
$4.81M
AWM
179
Angeles Wealth Management
California
$4.81M
FAT
180
First American Trust
California
$4.73M
Luther King Capital Management (LKCM)
181
Luther King Capital Management (LKCM)
Texas
$4.69M
PFM
182
Phillips Financial Management
Indiana
$4.65M
CCM
183
Coldstream Capital Management
Washington
$4.64M
ERIC
184
Eagle Rock Investment Company
Georgia
$4.6M
PWM
185
Perigon Wealth Management
California
$4.44M
SWP
186
Stratos Wealth Partners
Ohio
$4.39M
FPAS
187
Focus Partners Advisor Solutions
Missouri
$4.39M
EC
188
Elequin Capital
New York
$4.36M
IA
189
Invested Advisors
Pennsylvania
$4.28M
MFA
190
Mayflower Financial Advisors
Massachusetts
$4.27M
FCIM
191
Fairview Capital Investment Management
California
$4.26M
JIC
192
Joel Isaacson & Co
New York
$4.2M
AWM
193
Apex Wealth Management
New Hampshire
$4.19M
BFG
194
Baron Financial Group
New Jersey
$4.17M
VA
195
Valmark Advisers
Ohio
$4.15M
SP
196
Symmetry Partners
Connecticut
$4.08M
MWAM
197
Manhattan West Asset Management
California
$4.05M
CFMC
198
Curbstone Financial Management Corp
New Hampshire
$4.05M
MWC
199
MBM Wealth Consultants
Missouri
$4.02M
BLC
200
Brown, Lisle/Cummings
Rhode Island
$3.98M