We are live on ! Find out more
SUB icon

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
IWMA
251
Ironwood Wealth Management (Arizona)
Arizona
$2.87M +$10.9K +102 +0.4%
RA
252
RFG Advisory
Alabama
$2.84M +$309K +2,903 +12%
JBA
253
Johnson Bixby & Associates
Washington
$2.84M -$827K -7,757 -23%
RL
254
Rogco LP
Oklahoma
$2.82M +$443K +4,161 +19%
NW
255
NewEdge Wealth
Pennsylvania
$2.76M -$1.11M -10,406 -29%
DWM
256
Dynasty Wealth Management
Florida
$2.75M +$401K +3,762 +17%
BP
257
BWM Planning
Texas
$2.75M +$1.82M +17,080 +196%
FT
258
Fiduciary Trust
Massachusetts
$2.73M -$99.5K -934 -4%
SSW
259
Stone Summit Wealth
Florida
$2.7M +$143K +1,339 +6%
BFP
260
Brewster Financial Planning
New York
$2.65M +$382K +3,584 +17%
NSIM
261
North Star Investment Management
Illinois
$2.63M +$2.38M +22,380 +995%
OFG
262
Omega Financial Group
California
$2.63M +$23.6K +221 +0.9%
PF
263
Penney Financial
Texas
$2.63M +$109K +1,025 +4%
RCAG
264
Rehmann Capital Advisory Group
Michigan
$2.6M +$681K +6,393 +36%
CWS
265
Confluence Wealth Services
Pennsylvania
$2.59M +$63.5K +596 +3%
FA
266
FC Advisory
Pennsylvania
$2.52M +$32.7K +307 +1%
CL
267
Choreo LLC
Illinois
$2.52M -$50.3K -472 -2%
ASN
268
Advisory Services Network
Georgia
$2.52M +$521K +4,887 +26%
CA
269
Crewe Advisors
Utah
$2.5M -$24.9K -234 -1%
MA
270
McBroom & Associates
Nevada
$2.49M +$195K +1,830 +8%
UA
271
Unison Advisors
District of Columbia
$2.48M +$746 +7 +0%
AIA
272
Ally Invest Advisors
North Carolina
$2.48M +$192K +1,804 +8%
BF
273
Bonfire Financial
Colorado
$2.46M -$124K -1,164 -5%
SAM
274
Smithbridge Asset Management
Pennsylvania
$2.45M +$948K +8,892 +63%
DWM
275
Destination Wealth Management
California
$2.44M +$898K +8,425 +58%