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iShares Short-Term National Muni Bond ETF

861 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: 830861 (+31)

3.68% more ownership

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

Holders
861
Holders Change
+31
Holders Change %
+3.73%
% of All Funds
10.48%
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
RWM
51
Ritholtz Wealth Management
New York
$27.9M +$250K +2,343 +0.9%
Cetera Investment Advisers
52
Cetera Investment Advisers
Illinois
$27.8M +$999K +9,378 +4%
MWM
53
Modera Wealth Management
New Jersey
$27M +$808K +7,583 +3%
EWA
54
EP Wealth Advisors
California
$26.2M +$26.1M +245,347 New
SHFC
55
Safe Harbor Family Capital
North Carolina
$24.6M +$24.6M +230,806 New
CIBC Private Wealth Group
56
CIBC Private Wealth Group
Georgia
$24.1M +$493K +4,622 +2%
LA
57
LVW Advisors
New York
$23.2M +$165K +1,547 +0.7%
FCH
58
Freestone Capital Holdings
Washington
$21.4M +$4.27M +40,062 +25%
B
59
Bailard
California
$21.3M +$8.23M +77,237 +63%
Betterment LLC
60
Betterment LLC
New York
$21.3M -$674K -6,322 -3%
MMA
61
Miracle Mile Advisors
California
$21.1M +$758K +7,116 +4%
CIC
62
Carnegie Investment Counsel
Ohio
$20.9M -$101K -944 -0.5%
MG
63
Mather Group
Illinois
$20.7M +$1M +9,426 +5%
Corient Private Wealth
64
Corient Private Wealth
Florida
$20.2M +$9.85M +92,461 +95%
LEA
65
Legacy Edge Advisors
New York
$20.1M +$20.1M +188,645 New
Members Trust
66
Members Trust
Florida
$19.2M -$90.9K -853 -0.5%
BW
67
BIP Wealth
Georgia
$19M +$741K +6,952 +4%
AG
68
Ascent Group
Virginia
$18.8M +$1.78M +16,719 +10%
AA
69
Alesco Advisors
New York
$18.7M +$1.1M +10,314 +6%
AFG
70
Arkansas Financial Group
Arkansas
$18.6M +$471K +4,423 +3%
OCM
71
One Capital Management
California
$17.9M +$997K +9,352 +6%
EI
72
Ellevest Inc
New York
$17M +$1.11M +10,452 +7%
PCIG
73
Partners Capital Investment Group
Massachusetts
$17M -$5.84M -54,762 -26%
MFG
74
Merit Financial Group
Georgia
$16.9M +$911K +8,552 +6%
Comerica Bank
75
Comerica Bank
Texas
$16.7M -$2.94M -27,555 -15%