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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
DWS
501
Discipline Wealth Solutions
South Carolina
$754K -$146K -1,371 -16%
OCA
502
OpenArc Corporate Advisory
Georgia
$740K +$739K +6,934 New
WFAG
503
Wescott Financial Advisory Group
Pennsylvania
$737K -$758K -7,109 -51%
SC
504
Sapient Capital
Indiana
$733K +$491K +4,607 +203%
ANBT
505
American National Bank & Trust
Texas
$729K -$715K -6,713 -50%
CISOA
506
Capital Investment Services of America
Wisconsin
$720K
NFG
507
Nations Financial Group
Iowa
$719K +$27.7K +260 +4%
ACS
508
Archford Capital Strategies
Illinois
$710K -$32.5K -305 -4%
DIA
509
Dean Investment Associates
Ohio
$710K
SCM
510
Sunbeam Capital Management
Georgia
$709K -$380K -3,564 -35%
CFO
511
Collective Family Office
Pennsylvania
$701K +$700K +6,570 New
ZAM
512
Zevin Asset Management
Massachusetts
$698K +$697K +6,541 New
IPA
513
Investment Planning Advisors
Georgia
$697K -$12.8K -120 -2%
BMWS
514
Brady Martz Wealth Solutions
North Dakota
$691K -$10.2K -96 -1%
IP
515
Investment Partners
Ohio
$689K -$166K -1,558 -19%
JSA
516
Jacobson & Schmitt Advisors
Wisconsin
$683K -$32.6K -306 -5%
FAM
517
Flaharty Asset Management
Florida
$673K +$406K +3,806 +152%
LWA
518
Lineweaver Wealth Advisors
Ohio
$665K +$30.3K +284 +5%
HP
519
Hilltop Partners
Indiana
$664K +$107 +1 +0%
RZH
520
Relyea Zuckerberg Hanson
Connecticut
$658K +$148K +1,389 +29%
AA
521
ArborFi Advisors
Michigan
$657K +$54.8K +514 +9%
RW
522
Rockport Wealth
Ohio
$656K
AAP
523
Arax Advisory Partners
Colorado
$648K +$647K +6,074 New
OWM
524
Orgel Wealth Management
Wisconsin
$644K +$16.9K +159 +3%
ATPW
525
Ashton Thomas Private Wealth
Arizona
$643K -$92.6K -869 -13%