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iShares Short-Term National Muni Bond ETF

813 hedge funds and large institutions have $8.1B invested in iShares Short-Term National Muni Bond ETF in 2025 Q3 according to their latest regulatory filings, with 51 funds opening new positions, 364 increasing their positions, 257 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
813
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
21
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
NW
201
NewEdge Wealth
Pennsylvania
$3.85M
PP
202
Prosperity Planning
Missouri
$3.77M
CA
203
Clune & Associates
Illinois
$3.73M
Natixis Advisors
204
Natixis Advisors
Massachusetts
$3.73M
JBA
205
Johnson Bixby & Associates
Washington
$3.67M
William Blair & Company
206
William Blair & Company
Illinois
$3.66M
DAS
207
Dynamic Advisor Solutions
Arizona
$3.65M
STFP
208
Signal Tree Financial Partners
Ohio
$3.62M
FGWP
209
Founders Grove Wealth Partners
Virginia
$3.58M
AWE
210
Avidian Wealth Enterprises
Texas
$3.53M
CST
211
Charles Schwab Trust
Nevada
$3.51M
MPM
212
Meritage Portfolio Management
Kansas
$3.48M
CA
213
Clearstead Advisors
Ohio
$3.45M
JIR
214
James Investment Research
Ohio
$3.39M
AIM
215
Alhambra Investment Management
Florida
$3.35M
AI
216
Atria Investments
North Carolina
$3.35M
UCFA
217
United Capital Financial Advisors
Texas
$3.33M
SPC
218
Sigma Planning Corp
Michigan
$3.29M
LFGO
219
Legacy Financial Group (Oklahoma)
Oklahoma
$3.27M
WA
220
Wealth Architects
California
$3.26M
GVAG
221
Great Valley Advisor Group
Delaware
$3.21M
CFP
222
Cascade Financial Partners
California
$3.19M
AFG
223
Atomi Financial Group
New York
$3.19M
NGA
224
Naples Global Advisors
Florida
$3.18M
EWA
225
Exencial Wealth Advisors
Oklahoma
$3.16M