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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
FCA
301
FLC Capital Advisors
California
$2.1M +$133K +1,246 +7%
EK
302
Evensky & Katz
Florida
$2.08M +$204K +1,914 +11%
SWP
303
Sagespring Wealth Partners
Tennessee
$2.07M -$212K -1,991 -9%
FGWP
304
Founders Grove Wealth Partners
Virginia
$2.06M -$1.52M -14,229 -42%
1WM
305
1900 Wealth Management
Texas
$2.05M +$1.52M +14,281 +290%
FF
306
Foronjy Financial
California
$2.05M +$195K +1,831 +11%
RTL
307
Red Tortoise LLC
Georgia
$2.04M
NL
308
NDWM LLC
California
$2.02M -$519K -4,869 -20%
SQA
309
Simon Quick Advisors
New Jersey
$2.02M +$59.2K +556 +3%
PFA
310
Pure Financial Advisors
California
$2.02M -$38.8K -364 -2%
BHWM
311
Beaird Harris Wealth Management
Texas
$2M +$70K +657 +4%
GRP
312
Global Retirement Partners
California
$2M +$1.48M +13,920 +290%
KL
313
KWMG LLC
Kansas
$1.99M -$381K -3,579 -16%
MHC
314
May Hill Capital
Massachusetts
$1.98M -$111K -1,044 -5%
MF
315
Midwestern Financial
Iowa
$1.94M -$47.5K -446 -2%
AFG
316
Allegheny Financial Group
Pennsylvania
$1.93M -$213 -2 -0%
STA
317
Smith Thornton Advisors
Alabama
$1.92M -$27K -253 -1%
TPA
318
Trivium Point Advisory
Connecticut
$1.92M +$74.6K +700 +4%
PSCM
319
Per Stirling Capital Management
Texas
$1.91M -$54.7K -513 -3%
CPIG
320
Chicago Partners Investment Group
Illinois
$1.89M +$357K +3,349 +23%
AC
321
AlphaCore Capital
California
$1.89M +$1.72M +16,187 +1,081%
SIC
322
Sigma Investment Counselors
Michigan
$1.87M +$136K +1,275 +8%
HPC
323
Hobart Private Capital
North Carolina
$1.87M -$15.2K -143 -0.8%
SPIA
324
Steward Partners Investment Advisory
New York
$1.85M -$382K -3,585 -17%
WCM
325
WLTH Capital Management
Arizona
$1.84M +$1.83M +17,167 New