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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
PWM
426
Peak Wealth Management
New Hampshire
$1.08M +$1.08M +10,110 New
CIAS
427
Capital Investment Advisory Services
North Carolina
$1.08M +$1M +9,396 +1,350%
MIA
428
MainStreet Investment Advisors
Illinois
$1.08M +$1.6K +15 +0.1%
TCM
429
TruNorth Capital Management
Michigan
$1.07M
BCM
430
Becker Capital Management
Oregon
$1.07M -$115K -1,080 -10%
KWM
431
Keebeck Wealth Management
Illinois
$1.06M +$17.4K +163 +2%
AWA
432
American Wealth Advisors
Georgia
$1.06M +$213 +2 +0%
AWAG
433
ARS Wealth Advisors Group
Florida
$1.06M +$120K +1,124 +13%
CFG
434
Cosner Financial Group
Colorado
$1.05M -$11.1K -104 -1%
TFO
435
Timonier Family Office
North Carolina
$1.05M -$257K -2,408 -20%
DJSG
436
D.J. St. Germain
Massachusetts
$1.04M +$99K +929 +11%
EIA
437
Edgemoor Investment Advisors
Maryland
$1.02M +$167K +1,565 +20%
Envestnet Portfolio Solutions
438
Envestnet Portfolio Solutions
Illinois
$998K +$11.7K +110 +1%
LPT
439
Legacy Private Trust
Wisconsin
$994K -$1.29M -12,073 -56%
PCA
440
Prosperity Capital Advisors
Ohio
$992K +$263K +2,467 +36%
CMBA
441
C.M. Bidwell & Associates
Hawaii
$988K +$21.6K +203 +2%
OP
442
ORG Partners
Indiana
$983K +$6.61K +62 +0.7%
CFG
443
Cornerstone Financial Group
Nebraska
$976K +$4.79K +45 +0.5%
RI
444
Rinkey Investments
California
$966K
SCG
445
Sonata Capital Group
Washington
$964K
BFG
446
Berger Financial Group
Minnesota
$962K +$4.26K +40 +0.4%
GAM
447
Gould Asset Management
California
$961K +$260K +2,440 +37%
EFG
448
Ethos Financial Group
Pennsylvania
$960K -$25K -235 -3%
EF
449
Envision Financial
Wisconsin
$957K -$12.7K -119 -1%
IA
450
IFG Advisory
Georgia
$957K +$126K +1,181 +15%