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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
BWM
626
BCGM Wealth Management
Indiana
$408K -$33.8K -317 -8%
CWMK
627
Caliber Wealth Management (Kansas)
Kansas
$405K -$85.9K -806 -18%
SPF
628
South Plains Financial
Texas
$405K
KWM
629
KRM Wealth Management
Nevada
$405K +$404K +3,794 New
WFPG
630
Waller Financial Planning Group
Ohio
$404K -$19.2K -180 -5%
WF
631
Warner Financial
Maryland
$404K
WT
632
Whittier Trust
California
$402K
TFP
633
Traction Financial Partners
Wyoming
$399K -$6.39K -60 -2%
OSAM
634
O'Shaughnessy Asset Management
Connecticut
$399K -$301K -2,828 -43%
CFS
635
Cannon Financial Strategists
Georgia
$399K
GD
636
Grandfield & Dodd
New York
$399K
ARA
637
Approach Retirement Advisors
Alabama
$396K +$395K +3,709 New
RA
638
Riversedge Advisors
Delaware
$395K -$84.1K -789 -18%
PFGIA
639
Patriot Financial Group Insurance Agency
Massachusetts
$393K
MCWS
640
McKinley Carter Wealth Services
West Virginia
$393K -$8.63K -81 -2%
SJGA
641
Stephen J. Garry & Associates
New York
$391K
CIP
642
Cornerstone Investment Partners
Georgia
$390K -$5.54K -52 -1%
CC
643
Capstone Capital
Nevada
$388K
BWP
644
Bernardo Wealth Planning
Pennsylvania
$387K -$24.1K -226 -6%
AIA
645
Armor Investment Advisors
North Carolina
$386K -$80.9K -759 -17%
GWM
646
Gibbs Wealth Management
Georgia
$383K
MFGM
647
Marshall Financial Group (Maryland)
Maryland
$380K -$63.4K -595 -14%
CWM
648
Collaborative Wealth Management
Florida
$380K +$107 +1 +0%
WPA
649
West Paces Advisors
Georgia
$377K +$172K +1,610 +84%
BAAM
650
Baker Avenue Asset Management
California
$374K