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iShares Short-Term National Muni Bond ETF

862 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: 831862 (+31)

3.68% more ownership

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

Holders
862
Holders Change
+31
Holders Change %
+3.73%
% of All Funds
10.49%
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
GG
351
Greenwood Gearhart
Arkansas
$1.6M
CGFA
352
Colton Groome Financial Advisors
North Carolina
$1.57M +$242K +2,275 +18%
WPC
353
Wedmont Private Capital
Pennsylvania
$1.56M -$181K -1,697 -10%
CFG
354
Certior Financial Group
Pennsylvania
$1.55M +$125K +1,176 +9%
SWM
355
Seaside Wealth Management
California
$1.53M -$37.6K -353 -2%
MHR
356
Matthew Hamilton Rosenberg
$1.53M +$241K +2,258 +19%
EFA
357
Evernest Financial Advisors
Indiana
$1.52M +$207K +1,939 +16%
KPP
358
Kings Path Partners
Texas
$1.5M +$90.3K +847 +6%
PA
359
Parallel Advisors
California
$1.5M +$246K +2,304 +20%
AWM
360
AE Wealth Management
Kansas
$1.49M +$1.21M +11,353 +431%
GWCM
361
Godshalk Welsh Capital Management
Pennsylvania
$1.49M +$34.6K +325 +2%
HWA
362
Heartwood Wealth Advisors
Virginia
$1.48M -$491K -4,611 -25%
AWM
363
Axxcess Wealth Management
California
$1.47M +$297K +2,786 +25%
SIA
364
Soltis Investment Advisors
Utah
$1.46M -$144K -1,347 -9%
GS
365
GTS Securities
New York
$1.45M +$1.45M +13,595 New
TLFA
366
True Link Financial Advisors
California
$1.44M
MCA
367
Maryland Capital Advisors
Maryland
$1.43M -$14K -131 -1%
MWM
368
McNaughton Wealth Management
California
$1.43M -$235K -2,209 -14%
RIM
369
Rockbridge Investment Management
New York
$1.42M +$4.9K +46 +0.3%
FSG
370
Financial Strategies Group
Michigan
$1.41M +$43.4K +407 +3%
SA
371
Stewardship Advisors
Pennsylvania
$1.41M +$11.5K +108 +0.8%
FWA
372
FSM Wealth Advisors
Ohio
$1.41M -$19.6K -184 -1%
SHWM
373
Smith & Howard Wealth Management
Georgia
$1.4M -$342K -3,206 -20%
PL
374
Plancorp LLC
Missouri
$1.4M
RFP
375
RCS Financial Planning
Maryland
$1.4M +$2.98K +28 +0.2%