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iShares Short-Term National Muni Bond ETF

841 hedge funds and large institutions have $8.68B invested in iShares Short-Term National Muni Bond ETF in 2025 Q2 according to their latest regulatory filings, with 85 funds opening new positions, 350 increasing their positions, 275 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
841
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
DAS
201
Dynamic Advisor Solutions
Arizona
$3.55M
JBA
202
Johnson Bixby & Associates
Washington
$3.52M
MPM
203
Meritage Portfolio Management
Kansas
$3.51M
AWE
204
Avidian Wealth Enterprises
Texas
$3.5M
STFP
205
Signal Tree Financial Partners
Ohio
$3.5M
OMC
206
Old Mission Capital
Illinois
$3.43M
PP
207
Prosperity Planning
Missouri
$3.41M
HCM
208
Horiko Capital Management
New York
$3.4M
CA
209
Clearstead Advisors
Ohio
$3.38M
JIR
210
James Investment Research
Ohio
$3.37M
TI
211
Tidal Investments
Wisconsin
$3.35M
UCFA
212
United Capital Financial Advisors
Texas
$3.32M
GAB
213
German American Bancorp
Indiana
$3.3M
PWM
214
Perigon Wealth Management
California
$3.3M
SPC
215
Sigma Planning Corp
Michigan
$3.3M
AIM
216
Alhambra Investment Management
Florida
$3.25M
NDBT
217
North Dallas Bank & Trust
Texas
$3.25M
GSWM
218
Greenup Street Wealth Management
Michigan
$3.24M
LWM
219
LJI Wealth Management
Indiana
$3.14M
CST
220
Charles Schwab Trust
Nevada
$3.12M
WA
221
Wealth Architects
California
$3.11M
EWA
222
Exencial Wealth Advisors
Oklahoma
$3.1M
AI
223
Atria Investments
North Carolina
$3.07M
CIA
224
Choate Investment Advisors
Massachusetts
$3.07M
CFP
225
Cascade Financial Partners
California
$3.06M