We are live on ! Find out more
SUB icon

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
PGAM
576
Princeton Global Asset Management
New Jersey
$532K -$13.9K -130 -3%
FA
577
FF Advisors
California
$524K
RA
578
Rodgers & Associates
Pennsylvania
$523K +$148K +1,386 +39%
EFS
579
Essex Financial Services
Connecticut
$521K
WCP
580
Wealthcare Capital Partners
Pennsylvania
$518K +$53.2K +499 +11%
RW
581
Rede Wealth
Virginia
$513K +$512K +4,804 New
LCAM
582
London & Capital Asset Management
United Kingdom
$512K +$511K +4,798 New
BFO
583
Biltmore Family Office
North Carolina
$499K
DC
584
Davenport & Co
Virginia
$499K -$39.4K -370 -7%
CWMS
585
Cannon Wealth Management Services
North Carolina
$498K +$18.5K +174 +4%
SIM
586
Stratos Investment Management
Ohio
$498K -$33.6K -315 -6%
PIA
587
Polaris Investment Advisors
Massachusetts
$494K +$494K +4,634 New
PWM
588
Power Wealth Management
Georgia
$493K -$8.63K -81 -2%
CCM
589
Cloud Capital Management
Washington
$492K +$493K +4,628 New
FPW
590
Flagship Private Wealth
Massachusetts
$492K -$47.7K -448 -9%
PWP
591
Parkwoods Wealth Partners
New York
$490K +$490K +4,595 New
BWM
592
BCS Wealth Management
Tennessee
$489K +$244K +2,292 +100%
JWCA
593
J.W. Cole Advisors
Florida
$487K +$96.1K +902 +25%
KWM
594
Kingsview Wealth Management
Oregon
$487K -$3.2K -30 -0.7%
EWA
595
Elevate Wealth Advisory
Georgia
$487K -$20K -188 -4%
SI
596
Stephens Inc
Arkansas
$485K +$32K +300 +7%
GWMR
597
GC Wealth Management RIA
Massachusetts
$481K
CFB
598
Cullen/Frost Bankers
Texas
$477K +$113K +1,063 +31%
HF
599
HRT Financial
New York
$473K +$473K +4,441 New
MWP
600
Madison Wealth Partners
Wisconsin
$470K -$70.4K -661 -13%