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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
LFG
726
Lockerman Financial Group
California
$278K +$2.34K +22 +0.9%
Fifth Third Bancorp
727
Fifth Third Bancorp
Ohio
$277K -$282K -2,642 -50%
MCM
728
Mattern Capital Management
Colorado
$274K -$10.1K -95 -4%
VWA
729
VERITY Wealth Advisors
United States
$274K
EWS
730
Evergreen Wealth Solutions
Pennsylvania
$273K +$272K +2,557 New
FPAS
731
Focus Partners Advisor Solutions
Missouri
$272K -$4.11M -38,559 -94%
HCWM
732
Hidden Cove Wealth Management
Washington
$272K
JAWA
733
John A. Wolfe & Associates
Michigan
$271K +$51.9M +486,884 New
HW
734
HORAN Wealth
Ohio
$270K +$51.8K +486 +24%
TA
735
TruWealth Advisors
Louisiana
$269K +$213 +2 +0.1%
PG
736
Proffitt & Goodson
Tennessee
$269K +$4.05K +38 +2%
FCP
737
Fidelis Capital Partners
Florida
$267K -$37.3K -350 -12%
MSFS
738
Main Street Financial Solutions
Pennsylvania
$265K +$320 +3 +0.1%
CAL
739
Capital Advisors Ltd
Ohio
$262K
AWA
740
Arkadios Wealth Advisors
Georgia
$261K -$13.6K -128 -5%
NS
741
NBC Securities
Alabama
$260K -$58.6K -550 -18%
WFA
742
Wellspring Financial Advisors
Ohio
$257K +$320 +3 +0.1%
OFW
743
Omnia Family Wealth
Florida
$256K +$256K +2,403 New
LWM
744
Lodestone Wealth Management
Washington
$256K
WAG
745
Winthrop Advisory Group
Massachusetts
$256K +$4.69K +44 +2%
SFS
746
Sowell Financial Services
Arkansas
$255K +$4.16K +39 +2%
EFG
747
Elevated Financial Group
Indiana
$255K +$254K +2,386 New
CA
748
Calton & Associates
Florida
$254K -$2.66K -25 -1%
RSWM
749
Robertson Stephens Wealth Management
California
$253K -$23.3K -219 -8%
NA
750
Nautilus Advisors
California
$253K