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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
WDG
776
Wealth Dimensions Group
Ohio
$217K
FA
777
Fiduciary Alliance
South Carolina
$216K +$216K +2,028 New
NFC
778
Northstar Financial Companies
Pennsylvania
$215K +$215K +2,014 New
PWPS
779
Pinnacle Wealth Planning Services
Ohio
$213K
SMA
780
Sage Mountain Advisors
Georgia
$213K
GFG
781
Goldstone Financial Group
Illinois
$213K
KP
782
Keel Point
Alabama
$213K
CM
783
Columbus Macro
Pennsylvania
$213K +$10.2K +96 +5%
FCBT
784
First Citizens Bank & Trust
North Carolina
$210K
HPA
785
High Probability Advisors
New York
$210K +$2.24K +21 +1%
WTB
786
Washington Trust Bank
Washington
$208K -$99.4K -933 -32%
CAG
787
Curtis Advisory Group
California
$208K +$959 +9 +0.5%
FWMP
788
Foundation Wealth Management (Pennsylvania)
Pennsylvania
$208K
FHB
789
First Hawaiian Bank
Hawaii
$206K
UFA
790
Uptown Financial Advisors
Texas
$206K
PP
791
Paladin Partners
Wisconsin
$206K +$206K +1,935 New
IF
792
Integrity Financial
Wyoming
$205K +$72.5K +680 +55%
LWPC
793
Legacy Wealth Partners (Colorado)
Colorado
$204K +$204K +1,916 New
GWM
794
Geneos Wealth Management
Colorado
$203K
FIB
795
First Interstate Bank
Montana
$202K
JWM
796
Jessup Wealth Management
Ohio
$201K -$240K -2,248 -54%
JFGIW
797
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$201K
JFG
798
Jefferies Financial Group
New York
$201K +$200K +1,880 New
SRB
799
Shotwell Rutter Baer
Michigan
$200K +$200K +1,873 New
PW
800
Pandora Wealth
Illinois
$192K