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iShares Short-Term National Muni Bond ETF

861 hedge funds and large institutions have $8.73B invested in iShares Short-Term National Muni Bond ETF in 2025 Q4 according to their latest regulatory filings, with 93 funds opening new positions, 390 increasing their positions, 247 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

102% more first-time investments, than exits

New positions opened: 93 | Existing positions closed: 46

58% more repeat investments, than reductions

Existing positions increased: 390 | Existing positions reduced: 247

17% more funds holding in top 10

Funds holding in top 10: 2428 (+4)

6% more capital invested

Capital invested by funds: $8.22B → $8.73B (+$503M)

4% more funds holding

Funds holding: 830861 (+31)

3.68% more ownership

Funds ownership: 80.58%84.26% (+3.7%)

Holders
861
Holders Change
+31
Holders Change %
+3.73%
% of All Funds
10.48%
Holding in Top 10
28
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+16.67%
% of All Funds
0.34%
New
93
Increased
390
Reduced
247
Closed
46
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FPI
226
Financial Plan Inc
Washington
$3.49M +$3.49M +32,714 New
DAS
227
Dynamic Advisor Solutions
Arizona
$3.45M -$195K -1,828 -5%
SPC
228
Sigma Planning Corp
Michigan
$3.41M +$119K +1,119 +4%
JIR
229
James Investment Research
Ohio
$3.41M +$22.6K +212 +0.7%
EFN
230
Equita Financial Network
Pennsylvania
$3.28M +$221K +2,078 +7%
FCT
231
First Community Trust
Iowa
$3.27M +$3.01M +28,201 +1,146%
MPM
232
Meritage Portfolio Management
Kansas
$3.25M -$228K -2,141 -7%
LWM
233
LJI Wealth Management
Indiana
$3.23M +$111K +1,041 +4%
NGA
234
Naples Global Advisors
Florida
$3.22M +$43.7K +410 +1%
FWM
235
Fonville Wealth Management
Virginia
$3.19M +$150K +1,409 +5%
EWA
236
Exencial Wealth Advisors
Oklahoma
$3.18M +$27.2K +255 +0.9%
CFO
237
Cambient Family Office
Michigan
$3.18M +$3.18M +29,840 New
Lido Advisors
238
Lido Advisors
California
$3.18M +$352K +3,301 +12%
RFP
239
Root Financial Partners
California
$3.17M +$728K +6,827 +30%
AFG
240
Atomi Financial Group
New York
$3.14M -$44.5K -418 -1%
CIA
241
Choate Investment Advisors
Massachusetts
$3.08M
LFGO
242
Legacy Financial Group (Oklahoma)
Oklahoma
$3.04M -$223K -2,095 -7%
CPA
243
Cardiff Park Advisors
California
$3.03M +$8.95K +84 +0.3%
HOWA
244
Hudson Oak Wealth Advisory
New Jersey
$3.01M +$3.01M +28,211 New
BLC
245
Brown, Lisle/Cummings
Rhode Island
$2.98M -$992K -9,310 -25%
MCM
246
MAI Capital Management
Ohio
$2.95M +$8.53K +80 +0.3%
HCM
247
Highview Capital Management
Illinois
$2.95M
BlackRock
248
BlackRock
New York
$2.93M +$1.71M +16,091 +141%
GSWM
249
Greenup Street Wealth Management
Michigan
$2.9M -$180K -1,689 -6%
AI
250
Atria Investments
North Carolina
$2.89M -$457K -4,286 -14%