We are live on ! Find out more
SUB icon

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
G
401
GenTrust
Florida
$1.21M -$143K -1,338 -11%
IPW
402
Intergy Private Wealth
Colorado
$1.21M +$2.24K +21 +0.2%
HI
403
Human Investing
Oregon
$1.21M -$94.2K -884 -7%
SG
404
StoneX Group
New York
$1.2M +$453K +4,255 +61%
ZIM
405
Zacks Investment Management
Illinois
$1.19M +$162K +1,520 +16%
DE
406
Diversified Enterprises
Delaware
$1.19M +$82.8K +777 +7%
AWP
407
Avid Wealth Partners
Texas
$1.18M -$81.6K -766 -6%
AIP
408
Ameritas Investment Partners
Nebraska
$1.18M +$96.9K +909 +9%
PS
409
Pinney & Scofield
Massachusetts
$1.17M
OGF
410
Orin Green Financial
California
$1.17M -$206K -1,937 -15%
BSA
411
Bull Street Advisors
Georgia
$1.16M +$5.33K +50 +0.5%
CI
412
CX Institutional
Indiana
$1.16M +$35.2K +330 +3%
SPA
413
Shore Point Advisors
New Jersey
$1.15M +$163K +1,527 +16%
PPWP
414
Premier Path Wealth Partners
New Jersey
$1.13M -$162K -1,519 -13%
UAG
415
United Advisor Group
Ohio
$1.13M +$29.8K +280 +3%
SWA
416
Sax Wealth Advisors
New Jersey
$1.13M +$64.2K +602 +6%
TF
417
Tompkins Financial
New York
$1.12M
EB
418
Exchange Bank
California
$1.11M
MT
419
Midwest Trust
Kansas
$1.11M +$771K +7,233 +228%
BEI
420
Benjamin Edwards Inc
Missouri
$1.1M +$179K +1,681 +19%
DWS
421
Dynamic Wealth Strategies
California
$1.1M -$93.1K -874 -8%
VA
422
VestGen Advisors
Illinois
$1.1M +$402K +3,775 +58%
TNBTD
423
Trustmark National Bank Trust Department
Mississippi
$1.09M
CIA
424
Concurrent Investment Advisors
Florida
$1.09M +$310K +2,912 +40%
RIG
425
RiverFront Investment Group
Virginia
$1.08M +$89.5K +840 +9%