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iShares Short-Term National Muni Bond ETF

860 hedge funds and large institutions have $8.72B invested in iShares Short-Term National Muni Bond ETF in 2025 Q4 according to their latest regulatory filings, with 93 funds opening new positions, 389 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

57% more repeat investments, than reductions

Existing positions increased: 389 | 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 → $8.72B (+$501M)

3.67% more ownership

Funds ownership: 80.58%84.25% (+3.7%)

4% more funds holding

Funds holding: 830860 (+30)

Holders
860
Holders Change
+30
Holders Change %
+3.61%
% of All Funds
10.46%
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
389
Reduced
247
Closed
46
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Royal Bank of Canada
26
Royal Bank of Canada
Ontario, Canada
$57.7M +$2.06M +19,315 +4%
US Bancorp
27
US Bancorp
Minnesota
$56.6M -$911K -8,545 -2%
HIG
28
Heritage Investment Group
Florida
$55.9M +$3.3M +31,008 +6%
Raymond James Financial
29
Raymond James Financial
Florida
$55.7M +$842K +7,904 +2%
CAG
30
Crestwood Advisors Group
Massachusetts
$54.2M +$4.89M +45,908 +10%
HighTower Advisors
31
HighTower Advisors
Illinois
$53M +$2.13M +19,997 +4%
Cerity Partners
32
Cerity Partners
New York
$50.9M +$5.35M +50,215 +12%
Goldman Sachs
33
Goldman Sachs
New York
$45.5M -$252K -2,362 -0.6%
TI
34
Truepoint Inc
Ohio
$45.4M +$1.35M +12,650 +3%
WL
35
WIT LLC
District of Columbia
$44.7M
AC
36
Apella Capital
Connecticut
$43.9M +$1.43M +13,389 +3%
Wells Fargo
37
Wells Fargo
California
$37.8M -$873K -8,193 -2%
BCI
38
Brinker Capital Investments
Pennsylvania
$37.3M +$3M +28,141 +9%
BPA
39
Beacon Pointe Advisors
California
$36.8M +$335K +3,146 +0.9%
DCM
40
DGS Capital Management
New Jersey
$36M +$2.67M +25,067 +8%
Stifel Financial
41
Stifel Financial
Missouri
$33.7M -$1.22M -11,444 -3%
Rockefeller Capital Management
42
Rockefeller Capital Management
New York
$31.3M +$2.2M +20,606 +8%
RWB
43
RMR Wealth Builders
New Jersey
$30.7M +$1.78M +16,729 +6%
WJA
44
Willis Johnson & Associates
Texas
$30.7M +$236K +2,217 +0.8%
ONB
45
Old National Bancorp
Indiana
$30M -$8.65M -81,216 -22%
GHI
46
Gross & Hartman Investments
Pennsylvania
$29.4M +$29.4M +275,798 New
Wealth Enhancement Advisory Services
47
Wealth Enhancement Advisory Services
Minnesota
$28.3M +$2.43M +22,783 +9%
CFG
48
Citizens Financial Group
Rhode Island
$28M -$79.9K -750 -0.3%
Osaic Holdings
49
Osaic Holdings
Arizona
$28M -$1.73M -16,273 -6%
CWM
50
Cahaba Wealth Management
Georgia
$27.9M +$1.63M +15,279 +6%