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iShares Short-Term National Muni Bond ETF

860 hedge funds and large institutions have $8.72B invested in iShares Short-Term National Muni Bond ETF in 2025 Q4 according to their latest regulatory filings, with 93 funds opening new positions, 389 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

57% more repeat investments, than reductions

Existing positions increased: 389 | 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 → $8.72B (+$501M)

3.67% more ownership

Funds ownership: 80.58%84.25% (+3.7%)

4% more funds holding

Funds holding: 830860 (+30)

Holders
860
Holders Change
+30
Holders Change %
+3.61%
% of All Funds
10.46%
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
389
Reduced
247
Closed
46
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
VR
801
Vision Retirement
New Jersey
$187K +$187K +1,752 New
SIS
802
Strategic Investment Solutions
Illinois
$180K +$1.49K +14 +0.8%
MWPCG
803
Measured Wealth Private Client Group
New Hampshire
$168K +$168K +1,577 New
CFM
804
Cornerstone Financial Management
Massachusetts
$158K +$158K +1,483 New
GEA
805
Glen Eagle Advisors
New Jersey
$152K
IBOK
806
Independence Bank of Kentucky
Kentucky
$146K
AEPWM
807
Atlantic Edge Private Wealth Management
Florida
$139K
SW
808
SoFi Wealth
California
$122K +$28.3K +266 +30%
SS
809
Sunbelt Securities
Texas
$114K -$2.02K -19 -2%
BOJHT
810
Bank of Jackson Hole Trust
Wyoming
$96.3K
WOSD
811
WFA of San Diego
California
$95.4K
VWM
812
Valley Wealth Managers
New Jersey
$86K
HNB
813
Huntington National Bank
Ohio
$83.7K
CF
814
Collier Financial
Colorado
$83K +$426 +4 +0.5%
AAG
815
Armstrong Advisory Group
Massachusetts
$81.4K
DIP
816
DT Investment Partners
Pennsylvania
$77.7K +$20.6K +193 +36%
HWA
817
HHM Wealth Advisors
Tennessee
$74.7K
SHIM
818
Stone House Investment Management
Pennsylvania
$73.4K +$56.1K +526 +325%
CICI
819
Capital Investment Counsel Inc
North Carolina
$70.3K +$70.2K +659 New
FMB
820
Field & Main Bank
Kentucky
$69.5K +$10.8K +101 +18%
M
821
MOTCO
Texas
$68K
PP
822
Pacifica Partners
Canada
$66.7K
MS
823
Monetary Solutions
Ohio
$54.4K +$54.3K +510 New
HFS
824
Horizon Financial Services
North Carolina
$50.3K
BWM
825
Bernard Wealth Management
Michigan
$48K