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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
AWS
526
Aspen Wealth Strategies
Colorado
$641K -$12.8K -120 -2%
CPBTD
527
Central Pacific Bank - Trust Division
Hawaii
$637K -$116K -1,087 -15%
YIA
528
YHB Investment Advisors
Connecticut
$633K -$24.7K -232 -4%
CNC
529
Citizens & Northern Corp
Pennsylvania
$633K
PFA
530
Petra Financial Advisors
Colorado
$626K +$4.79K +45 +0.8%
TC
531
TAGStone Capital
North Carolina
$623K -$12.1K -114 -2%
CPC
532
Cadia Private Client
New Jersey
$617K +$616K +5,779 New
TFG
533
Tilson Financial Group
New Jersey
$609K +$3.3K +31 +0.5%
AQR Capital Management
534
AQR Capital Management
Connecticut
$609K
AIM
535
Advyzon Investment Management
Illinois
$609K +$31.9K +299 +6%
LW
536
Libra Wealth
California
$608K
AWM
537
Accurate Wealth Management
Florida
$607K +$191K +1,790 +46%
PFBT
538
Parkside Financial Bank & Trust
Missouri
$605K -$30.8K -289 -5%
VCM
539
Vivaldi Capital Management
Illinois
$602K -$199K -1,867 -25%
HNWA
540
Henrickson Nauta Wealth Advisors
Michigan
$601K +$313K +2,935 +109%
SAM
541
SP Asset Management
California
$600K +$5.12K +48 +0.9%
CCFM
542
Clear Creek Financial Management
Washington
$600K +$29.7K +279 +5%
PWA
543
Physician Wealth Advisors
Utah
$596K -$377K -3,537 -39%
WWM
544
WJ Wealth Management
Arizona
$595K -$50.3K -472 -8%
AllianceBernstein
545
AllianceBernstein
Tennessee
$594K +$154K +1,443 +35%
HTC
546
Haverford Trust Company
Pennsylvania
$590K +$51K +479 +9%
SWM
547
Spire Wealth Management
Virginia
$590K -$2.28M -21,369 -79%
CW
548
Code Waechter
Florida
$588K -$45.9K -431 -7%
PIMG
549
Patriot Investment Management Group
Tennessee
$588K +$13.3K +125 +2%
JWM
550
JHP Wealth Management
Colorado
$583K +$582K +5,462 New