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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
BWM
826
Bernard Wealth Management
Michigan
$48K
1L
827
10Elms LLP
Oklahoma
$46.4K
RIL
828
Rothschild Investment LLC
Illinois
$43.2K +$42.8K +402 +13,400%
BCM
829
Boreal Capital Management
Florida
$42.7K
RF
830
Rossby Financial
Florida
$38.9K -$86.5K -812 -69%
SEP
831
Signature Equity Partners
Ohio
$37.9K +$37.8K +355 New
BWAM
832
Boyd Watterson Asset Management
Ohio
$35.1K
SC
833
SouthState Corp
Florida
$34.3K -$5.86K -55 -15%
MWM
834
Mascoma Wealth Management
New Hampshire
$33K -$15K -141 -31%
OC
835
Optima Capital
Oregon
$32.6K +$32.6K +306 New
GWS
836
Greykasell Wealth Strategies
California
$31.4K +$1.49K +14 +5%
AF
837
Abound Financial
California
$28.2K +$28.1K +264 New
AF
838
Advisornet Financial
Minnesota
$27.3K -$7.14K -67 -21%
FNWA
839
Financial Network Wealth Advisors
Utah
$25.9K +$213 +2 +0.8%
HIA
840
Harbor Investment Advisory
Maryland
$25K +$2.13K +20 +9%
BBHC
841
Brown Brothers Harriman & Co
New York
$25K +$24.9K +234 New
CPG
842
Cornerstone Planning Group
New Jersey
$21.9K -$1.6K -15 -7%
CT
843
Caldwell Trust
Florida
$21.4K +$21.4K +201 New
DAM
844
Delta Asset Management
Tennessee
$21.3K
KFG
845
Kingdom Financial Group
Arizona
$20.1K +$20.1K +189 New
TCOV
846
Trust Company of Vermont
Vermont
$17.1K +$17.1K +160 New
BL
847
Balentine LLC
Georgia
$15.4K
HIW
848
Holos Integrated Wealth
Pennsylvania
$12.6K
RWS
849
Retirement Wealth Solutions
Wisconsin
$12.4K +$107 +1 +0.9%
TFA
850
Transamerica Financial Advisors
Florida
$12.2K -$107 -1 -0.9%