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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
NAS
126
Nicolet Advisory Services
Wisconsin
$8.28M +$1.03M +9,629 +14%
CCM
127
Condor Capital Management
New Jersey
$8.08M +$95.1K +892 +1%
CCWA
128
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$7.98M -$419K -3,929 -5%
ZF
129
Zhang Financial
Michigan
$7.92M +$269K +2,529 +4%
SAI
130
Savvy Advisors Inc
New York
$7.91M -$12.1K -114 -0.2%
Deutsche Bank
131
Deutsche Bank
Germany
$7.82M +$213 +2 +0%
MB
132
MidFirst Bank
Oklahoma
$7.79M +$7.78M +72,984 New
KAS
133
Kestra Advisory Services
Texas
$7.76M +$2.06M +19,351 +36%
CCA
134
Clearwater Capital Advisors
Illinois
$7.76M -$113K -1,061 -1%
Citadel Advisors
135
Citadel Advisors
Florida
$7.61M -$381K -3,572 -5%
MWP
136
Meridian Wealth Partners
Pennsylvania
$7.52M -$519K -4,875 -6%
BC
137
Brio Consultants
California
$7.46M +$449K +4,216 +6%
CTA
138
Chesley Taft & Associates
Illinois
$7.37M +$1.01M +9,480 +16%
ACM
139
AUA Capital Management
Pennsylvania
$7.19M
BFA
140
Bragg Financial Advisors
North Carolina
$7.18M +$369K +3,467 +5%
SWP
141
Stratos Wealth Partners
Ohio
$7.14M +$2.74M +25,738 +63%
WIA
142
World Investment Advisors
California
$7.11M +$96.2K +903 +1%
Truist Financial
143
Truist Financial
North Carolina
$6.96M +$2.01M +18,866 +41%
LFG
144
Larson Financial Group
Missouri
$6.92M -$725K -6,801 -9%
VAS
145
Vestmark Advisory Solutions
Massachusetts
$6.9M +$104K +975 +2%
EWM
146
Elmwood Wealth Management
California
$6.72M +$164K +1,535 +2%
OCG
147
Opus Capital Group
Ohio
$6.7M -$420K -3,945 -6%
ACA
148
Ackerman Capital Advisors
Texas
$6.62M -$164K -1,536 -2%
SC
149
Savant Capital
Illinois
$6.59M -$219K -2,059 -3%
SPP
150
Single Point Partners
Massachusetts
$6.55M +$60.1K +564 +0.9%