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iShares Short-Term National Muni Bond ETF

845 hedge funds and large institutions have $8.69B invested in iShares Short-Term National Muni Bond ETF in 2025 Q2 according to their latest regulatory filings, with 84 funds opening new positions, 353 increasing their positions, 275 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
845
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
NW
201
NewEdge Wealth
Pennsylvania
$3.56M
DAS
202
Dynamic Advisor Solutions
Arizona
$3.55M
JBA
203
Johnson Bixby & Associates
Washington
$3.52M
MPM
204
Meritage Portfolio Management
Kansas
$3.51M
AWE
205
Avidian Wealth Enterprises
Texas
$3.5M
STFP
206
Signal Tree Financial Partners
Ohio
$3.5M
OMC
207
Old Mission Capital
Illinois
$3.43M
PP
208
Prosperity Planning
Missouri
$3.41M
HCM
209
Horiko Capital Management
New York
$3.4M
CA
210
Clearstead Advisors
Ohio
$3.38M
JIR
211
James Investment Research
Ohio
$3.37M
TI
212
Tidal Investments
Wisconsin
$3.35M
UCFA
213
United Capital Financial Advisors
Texas
$3.32M
GAB
214
German American Bancorp
Indiana
$3.3M
PWM
215
Perigon Wealth Management
California
$3.3M
SPC
216
Sigma Planning Corp
Michigan
$3.3M
AIM
217
Alhambra Investment Management
Florida
$3.25M
NDBT
218
North Dallas Bank & Trust
Texas
$3.25M
GSWM
219
Greenup Street Wealth Management
Michigan
$3.24M
LWM
220
LJI Wealth Management
Indiana
$3.14M
CST
221
Charles Schwab Trust
Nevada
$3.12M
WA
222
Wealth Architects
California
$3.11M
EWA
223
Exencial Wealth Advisors
Oklahoma
$3.1M
AI
224
Atria Investments
North Carolina
$3.07M
CIA
225
Choate Investment Advisors
Massachusetts
$3.07M