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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
PGFC
101
Peapack-Gladstone Financial Corp
New Jersey
$10.8M +$1.45M +13,600 +15%
SSWM
102
Sheets Smith Wealth Management
North Carolina
$10.8M +$61.4K +576 +0.6%
PIFP
103
Partners in Financial Planning
Virginia
$10.7M +$243K +2,285 +2%
PP
104
PDS Planning
Ohio
$10.6M +$2.09M +19,584 +24%
WWM
105
Waterway Wealth Management
Texas
$10.5M -$1.08M -10,130 -9%
AFG
106
Altiora Financial Group
Ohio
$10.4M +$8.12M +76,229 +352%
ST
107
Smithfield Trust
Pennsylvania
$10.4M +$1.09M +10,256 +12%
AWA
108
Aaron Wealth Advisors
Illinois
$10.4M +$531K +4,984 +5%
SA
109
Sanctuary Advisors
Indiana
$10.2M +$1.08M +10,136 +12%
WAP
110
Wealthcare Advisory Partners
Pennsylvania
$10.2M +$4.01M +37,626 +65%
QC
111
Quent Capital
New York
$10.1M +$1.44M +13,487 +17%
QLSGSCF
112
Quent Long Short Global Small Cap Fund
New York
$10.1M +$10M +94,282 New
PAG
113
Private Advisor Group
New Jersey
$9.94M -$604K -5,666 -6%
SAG
114
SageView Advisory Group
California
$9.79M +$1.29M +12,133 +15%
MW
115
MBL Wealth
North Carolina
$9.78M +$302K +2,835 +3%
IAN
116
Integrated Advisors Network
Texas
$9.38M -$311K -2,923 -3%
AW
117
Alaethes Wealth
Nevada
$9.22M -$1.09M -10,250 -11%
PPW
118
Pasadena Private Wealth
California
$9.08M +$2.34K +22 +0%
PAS
119
Park Avenue Securities
New York
$9.07M +$247K +2,314 +3%
NFG
120
Northeast Financial Group
Pennsylvania
$9.02M +$775K +7,268 +9%
JWA
121
JFS Wealth Advisors
Pennsylvania
$9.02M -$7.67K -72 -0.1%
Baird Financial Group
122
Baird Financial Group
Wisconsin
$8.95M +$1.09M +10,213 +14%
NA
123
NewEdge Advisors
Louisiana
$8.75M +$832K +7,809 +11%
Cambridge Investment Research Advisors
124
Cambridge Investment Research Advisors
Iowa
$8.74M +$738K +6,926 +9%
IRP
125
Investment Research Partners
Pennsylvania
$8.7M -$230K -2,158 -3%