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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
NG
551
Novem Group
New York
$581K -$138K -1,296 -19%
QPWM
552
Quadrant Private Wealth Management
Pennsylvania
$578K +$577K +5,414 New
SOWAS
553
Silver Oak Wealth Advisors Services
California
$577K
BFA
554
Beaumont Financial Advisors
Massachusetts
$575K -$202K -1,900 -26%
CT
555
Colonial Trust
South Carolina
$574K
LRPA
556
L. Roy Papp & Associates
Arizona
$571K +$107K +1,000 +23%
SIM
557
Synergy Investment Management
Florida
$569K +$16.5K +155 +3%
WHCI
558
W.H. Cornerstone Investments
Massachusetts
$567K +$55.8K +524 +11%
DCM
559
Donaldson Capital Management
Indiana
$565K
GC
560
Grimes & Company
Massachusetts
$562K -$52.1K -489 -8%
CWM
561
Chesapeake Wealth Management
Virginia
$560K
AFP
562
Ausdal Financial Partners
Iowa
$554K -$68.8K -646 -11%
WSFS
563
Wilmington Savings Fund Society
Delaware
$551K
WA
564
WBH Advisory
Maryland
$549K
EA
565
Efficient Advisors
Ohio
$546K -$50.9K -478 -9%
OBWG
566
Onyx Bridge Wealth Group
New York
$544K +$4.69K +44 +0.9%
WPW
567
Waldron Private Wealth
Pennsylvania
$543K -$340K -3,188 -39%
RWP
568
Revolve Wealth Partners
New Jersey
$542K
CA
569
CoreCap Advisors
Michigan
$541K +$14.5K +136 +3%
CAG
570
Csenge Advisory Group
Florida
$539K +$69.5K +652 +15%
P
571
&Partners
Tennessee
$538K +$70.3K +660 +15%
CTA
572
Colonial Trust Advisors
South Carolina
$536K
HA
573
Helium Advisors
Washington
$534K -$3.94K -37 -0.7%
HAIM
574
Hunter Associates Investment Management
Pennsylvania
$534K
APW
575
Austin Private Wealth
Texas
$534K -$312K -2,927 -37%