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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 94 funds opening new positions, 390 increasing their positions, 247 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

104% more first-time investments, than exits

New positions opened: 94 | 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: 830862 (+32)

3.68% more ownership

Funds ownership: 80.58%84.26% (+3.7%)

Holders
862
Holders Change
+32
Holders Change %
+3.86%
% 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
94
Increased
390
Reduced
247
Closed
46
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GWL
701
Generations Wealth LLC
Ohio
$310K +$310K +2,910 New
CW
702
CreativeOne Wealth
Kansas
$310K +$13.2K +124 +4%
ACG
703
Allen Capital Group
Nebraska
$310K +$309K +2,903 New
FA
704
Flagstar Advisors
New York
$309K +$27.1K +254 +10%
SYBT
705
Stock Yards Bank & Trust
Kentucky
$306K +$306K +2,869 New
CFS
706
Coordinated Financial Services
Colorado
$303K +$2.45K +23 +0.8%
MFC
707
Morris Financial Concepts
South Carolina
$302K +$10.6K +99 +4%
LAMC
708
Longview Asset Management (California)
California
$300K -$201K -1,883 -40%
PWAM
709
Private Wealth Asset Management
Iowa
$299K -$52.3K -491 -15%
FCM
710
Firestone Capital Management
Florida
$298K +$37.3K +350 +14%
SAM
711
Smartleaf Asset Management
Massachusetts
$298K -$490K -4,600 -62%
BC
712
BDFS Capital
Delaware
$298K +$297K +2,789 New
XT
713
XTX Topco
Cayman Islands
$297K +$297K +2,787 New
HWMG
714
Hurlow Wealth Management Group
Indiana
$290K +$7.14K +67 +3%
BWP
715
Burling Wealth Partners
Illinois
$289K +$289K +2,710 New
HBT
716
Hills Bank & Trust
Iowa
$288K
SFG
717
Sovereign Financial Group
Connecticut
$288K +$20.9K +196 +8%
KA
718
Kovack Advisors
Florida
$284K -$26.6K -250 -9%
HFA
719
High Falls Advisors
New York
$283K -$39.5K -371 -12%
BL
720
BFSG LLC
California
$282K +$74.8K +702 +36%
EP
721
Essential Planning
New Hampshire
$282K
BWP
722
Baldwin Wealth Partners
Massachusetts
$282K +$281K +2,640 New
ALA
723
Atlas Legacy Advisors
California
$281K -$33.2K -312 -11%
DAS
724
Diversify Advisory Services
Utah
$281K -$25.8K -242 -8%
KW
725
Keyvantage Wealth
Pennsylvania
$280K -$6.18K -58 -2%