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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
TIAM2
601
Tru Independence Asset Management 2
Oregon
$468K
EPW
602
Endeavor Private Wealth
Kansas
$466K +$639 +6 +0.1%
PCG
603
Prosperity Consulting Group
Maryland
$465K +$12.3K +115 +3%
DWT
604
Dorsey & Whitney Trust
South Dakota
$464K +$8.63K +81 +2%
LG
605
LaFleur & Godfrey
Michigan
$460K
CAL
606
Capital Analysts LLC
Pennsylvania
$459K +$5.54K +52 +1%
BTW
607
Boston Trust Walden
Massachusetts
$457K
AWM
608
Apex Wealth Management
New Hampshire
$453K -$3.73M -35,015 -89%
TFGT
609
TS Financial Group (TSFG)
Illinois
$450K +$99.1K +930 +28%
FM
610
Foster & Motley
Ohio
$448K -$8.31K -78 -2%
DWM
611
Diversify Wealth Management
Utah
$442K +$440K +4,126 New
SSA
612
Shepherd Street Advisors
California
$440K +$440K +4,128 New
NAM
613
NorthCrest Asset Manangement
Minnesota
$436K +$1.07K +10 +0.2%
PTC
614
Private Trust Company
Ohio
$435K +$306K +2,871 +237%
CTWM
615
Cherry Tree Wealth Management
Minnesota
$427K -$26.5K -249 -6%
HWA
616
HCR Wealth Advisors
California
$427K
SGCA
617
Steel Grove Capital Advisors
Tennessee
$427K +$49K +460 +13%
SWP
618
Summit Wealth Partners
Florida
$423K +$1.39K +13 +0.3%
SFMG
619
Sage Financial Management Group
Virginia
$422K +$33.1K +311 +9%
IFPL
620
Investments & Financial Planning LLC
Kentucky
$422K -$3.52K -33 -0.8%
MA
621
Mezzasalma Advisors
New Jersey
$422K +$2.56K +24 +0.6%
DWA
622
Delap Wealth Advisory
Oregon
$421K
CAMG
623
CWA Asset Management Group
Florida
$420K +$54K +507 +15%
WA
624
WPG Advisers
Maryland
$418K +$3.73K +35 +0.9%
TFG
625
Team Financial Group
California
$417K -$13.6K -128 -3%