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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
GS
151
GWN Securities
Florida
$6.55M -$1.98M -18,553 -23%
LFS
152
Lutz Financial Services
Nebraska
$6.17M -$850K -7,974 -12%
UCFA
153
United Capital Financial Advisors
Texas
$6.1M +$2.76M +25,912 +83%
RFC
154
Regions Financial Corp
Alabama
$6.07M +$162K +1,518 +3%
JIC
155
Joel Isaacson & Co
New York
$6.01M +$1.81M +16,969 +43%
KPWS
156
Kestra Private Wealth Services
Texas
$5.9M +$489K +4,592 +9%
TFA
157
Tobias Financial Advisors
Florida
$5.85M +$865K +8,119 +17%
LPP
158
Life Planning Partners
Florida
$5.83M +$157K +1,476 +3%
MBFW
159
Morton Brown Family Wealth
Pennsylvania
$5.74M -$417K -3,910 -7%
Carson Wealth (CWM LLC)
160
Carson Wealth (CWM LLC)
Nebraska
$5.71M +$904K +8,486 +19%
EWM
161
Empirical Wealth Management
Washington
$5.63M +$69.5K +652 +1%
VAMG
162
Voisard Asset Management Group
Michigan
$5.61M -$14K -131 -0.2%
APP
163
Avantax Planning Partners
Iowa
$5.57M -$741K -6,951 -12%
SFM
164
Signet Financial Management
New Jersey
$5.55M -$74.7K -701 -1%
WA
165
Waverly Advisors
Alabama
$5.51M +$95.7K +898 +2%
AHC
166
Anderson Hoagland & Co
Missouri
$5.5M +$383K +3,593 +7%
DW
167
Durante & Waters
New York
$5.4M +$426K +4,000 +9%
PPW
168
Presilium Private Wealth
Pennsylvania
$5.37M +$265K +2,488 +5%
GT
169
Greenleaf Trust
Michigan
$5.36M -$1.85M -17,341 -26%
AssetMark Inc
170
AssetMark Inc
California
$5.33M -$275K -2,584 -5%
PHWM
171
Pine Harbor Wealth Management
Maryland
$5.32M -$104K -972 -2%
RWM
172
Rockwood Wealth Management
Pennsylvania
$5.28M +$35.7K +335 +0.7%
YCG
173
Yeomans Consulting Group
Georgia
$5.24M +$2.69M +25,288 +106%
MFS
174
McNamara Financial Services
Massachusetts
$5.18M +$184K +1,727 +4%
WANY
175
Wealthspire Advisors (New York)
New York
$5.15M -$5.08M -47,704 -50%