We are live on ! Find out more
SUB icon

iShares Short-Term National Muni Bond ETF

883 hedge funds and large institutions have $9.39B invested in iShares Short-Term National Muni Bond ETF in 2026 Q1 according to their latest regulatory filings, with 81 funds opening new positions, 387 increasing their positions, 256 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

108% more first-time investments, than exits

New positions opened: 81 | Existing positions closed: 39

51% more repeat investments, than reductions

Existing positions increased: 387 | Existing positions reduced: 256

8% more capital invested

Capital invested by funds: $8.73B → $9.39B (+$664M)

4% more funds holding in top 10

Funds holding in top 10: 2829 (+1)

2% more funds holding

Funds holding: 862883 (+21)

1.76% more ownership

Funds ownership: 84.26%86.03% (+1.8%)

Holders
883
Holders Change
+21
Holders Change %
+2.44%
% of All Funds
10.88%
Holding in Top 10
29
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.57%
% of All Funds
0.36%
New
81
Increased
387
Reduced
256
Closed
39
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PP
101
PDS Planning
Ohio
$11.9M +$1.3M +12,179 +12%
MML Investors Services
102
MML Investors Services
Massachusetts
$11.9M -$1.84M -17,154 -13%
MFIM
103
Mesirow Financial Investment Management
Illinois
$11.9M +$63.6K +594 +0.5%
TCM
104
TD Capital Management
Tennessee
$11.8M +$67.9K +634 +0.6%
QC
105
Quent Capital
New York
$11.2M +$1.16M +10,824 +11%
MB
106
MidFirst Bank
Oklahoma
$11M +$3.25M +30,395 +42%
SSWM
107
Sheets Smith Wealth Management
North Carolina
$11M +$262K +2,445 +2%
KAS
108
Kestra Advisory Services
Texas
$11M +$3.26M +30,419 +42%
PIFP
109
Partners in Financial Planning
Virginia
$10.9M +$210K +1,961 +2%
AFG
110
Altiora Financial Group
Ohio
$10.9M +$463K +4,330 +4%
PAS
111
Park Avenue Securities
New York
$10.9M +$1.83M +17,071 +20%
AWA
112
Aaron Wealth Advisors
Illinois
$10.8M +$402K +3,757 +4%
WWM
113
Waterway Wealth Management
Texas
$10.7M +$296K +2,761 +3%
SA
114
Sanctuary Advisors
Indiana
$10.7M +$535K +4,997 +5%
FSAG
115
Financial Solutions Advisory Group
Illinois
$10.6M +$10.7M +99,706 New
Corient Private Wealth
116
Corient Private Wealth
Florida
$10.6M -$9.67M -90,391 -48%
PAG
117
Private Advisor Group
New Jersey
$10.5M +$534K +4,991 +5%
CL
118
Choreo LLC
Illinois
$10.3M +$7.82M +73,094 +310%
Jane Street
119
Jane Street
New York
$10.3M +$10.3M +96,390 New
BW
120
BIP Wealth
Georgia
$10.2M -$8.81M -82,337 -46%
Baird Financial Group
121
Baird Financial Group
Wisconsin
$9.98M +$1.04M +9,748 +12%
IRP
122
Investment Research Partners
Pennsylvania
$9.64M +$958K +8,948 +11%
IWC
123
Integrated Wealth Concepts
Massachusetts
$9.4M +$5.92M +55,301 +168%
Cambridge Investment Research Advisors
124
Cambridge Investment Research Advisors
Iowa
$9.2M +$471K +4,396 +5%
JWA
125
JFS Wealth Advisors
Pennsylvania
$9.13M +$123K +1,148 +1%