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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
OIA
276
OneDigital Investment Advisors
Kansas
$2.43M -$82.3K -772 -3%
FTS
277
Fifth Third Securities
Ohio
$2.43M +$121K +1,138 +5%
NFP
278
Narus Financial Partners
Utah
$2.42M -$7.25K -68 -0.3%
SWA
279
Safir Wealth Advisors
New Hampshire
$2.41M
Fidelity Investments
280
Fidelity Investments
Massachusetts
$2.41M +$485K +4,550 +25%
Financial Engines Advisors
281
Financial Engines Advisors
California
$2.36M +$618K +5,799 +36%
Pathstone Holdings
282
Pathstone Holdings
New Jersey
$2.33M -$71.2K -668 -3%
TWP
283
Triad Wealth Partners
Kansas
$2.33M +$1.48M +13,905 +175%
WCM
284
Wealthcare Capital Management
Virginia
$2.29M +$1.21M +11,365 +112%
WCFA
285
Walkner Condon Financial Advisors
Wisconsin
$2.28M -$7.99K -75 -0.3%
PB
286
Pinnacle Bancorp
Nebraska
$2.28M +$5.75K +54 +0.3%
SW
287
SteelPeak Wealth
California
$2.27M -$36.3K -341 -2%
KPWG
288
KFA Private Wealth Group
Virginia
$2.26M +$229K +2,146 +11%
MA
289
Mutual Advisors
Nebraska
$2.26M -$57.8K -542 -2%
HSG
290
Helen Stephens Group
Texas
$2.22M -$235K -2,204 -10%
BAM
291
Belleair Asset Management
Florida
$2.2M +$2.2M +20,660 New
Lazard Asset Management
292
Lazard Asset Management
New York
$2.2M +$7.46K +70 +0.3%
HCC
293
Hirtle Callaghan & Co
Pennsylvania
$2.19M
AFA
294
Avant Financial Advisors
Texas
$2.19M +$282K +2,646 +15%
PS
295
Principal Securities
Iowa
$2.18M -$11.7K -110 -0.5%
VT
296
Vise Technologies
New York
$2.17M +$1.64M +15,360 +310%
PWM
297
Pines Wealth Management
North Carolina
$2.17M +$110K +1,030 +5%
MWM
298
Meridian Wealth Management
Kentucky
$2.12M +$412K +3,869 +24%
WWM
299
Wiser Wealth Management
Georgia
$2.11M +$106K +995 +5%
CFG
300
Carr Financial Group
Massachusetts
$2.11M +$16.6K +156 +0.8%