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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
SPI
751
Sutton Place Investors
New York
$251K -$21.8K -205 -8%
MWM
752
Mission Wealth Management
California
$250K
RWM
753
Rialto Wealth Management
New York
$249K -$297K -2,791 -54%
EFG
754
Embree Financial Group
Illinois
$249K +$2.13K +20 +0.9%
JIP
755
Jaffetilchin Investment Partners
Florida
$247K
CA
756
Chatterton & Associates
California
$245K +$244K +2,293 New
WE
757
Wealth Effects
Massachusetts
$245K -$101K -951 -29%
GAA
758
Guardian Asset Advisors
Pennsylvania
$244K +$1.71K +16 +0.7%
WCFP
759
White & Co Financial Planning
Washington
$243K
PDL
760
Portfolio Design Labs
California
$242K -$36.1K -339 -13%
VWM
761
VCI Wealth Management
Missouri
$242K +$28K +263 +13%
AWA
762
Arete Wealth Advisors
Illinois
$239K
WAS
763
Wealth Advisory Solutions
Indiana
$237K
TWM
764
Thryve Wealth Management
Texas
$236K +$236K +2,210 New
MA
765
MCF Advisors
Kentucky
$234K +$234K +2,192 New
ES
766
Eagle Strategies
New York
$234K +$1.71K +16 +0.7%
EBA
767
Eagle Bay Advisors
New York
$233K +$232K +2,180 New
WIM
768
Westside Investment Management
California
$232K
APIM
769
Agate Pass Investment Management
Washington
$228K -$53.3K -500 -19%
PPF
770
Pacific Park Financial
California
$228K +$228K +2,138 New
LSA
771
Lansing Street Advisors
Pennsylvania
$227K -$59.5K -558 -21%
GAM
772
Gemmer Asset Management
California
$227K +$1.81K +17 +0.8%
MWM
773
Modern Wealth Management
Kansas
$224K -$1.57M -14,734 -88%
WMA
774
West Michigan Advisors
Michigan
$224K +$4.26K +40 +2%
MDCM
775
Morgan Dempsey Capital Management
Wisconsin
$222K