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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
PWMG
176
Private Wealth Management Group
New Jersey
$5.06M +$92.6K +869 +2%
PFS
177
Prospera Financial Services
Texas
$5.03M +$39.7K +373 +0.8%
PNC Financial Services Group
178
PNC Financial Services Group
Pennsylvania
$5.03M +$125K +1,171 +3%
DPI
179
Diversified Portfolios Inc
Michigan
$5.01M -$1.45M -13,628 -23%
FAT
180
First American Trust
California
$4.91M +$181K +1,699 +4%
SWM
181
Sentinel Wealth Management
Virginia
$4.9M -$29.4K -276 -0.6%
PWM
182
Perigon Wealth Management
California
$4.87M +$434K +4,069 +10%
XF
183
XML Financial
Maryland
$4.85M -$171K -1,603 -3%
Fisher Asset Management
184
Fisher Asset Management
Washington
$4.75M -$334K -3,137 -7%
SPWG
185
Syntegra Private Wealth Group
Missouri
$4.72M +$771K +7,239 +20%
SP
186
Symmetry Partners
Connecticut
$4.64M +$564K +5,294 +14%
UB
187
UMB Bank
Missouri
$4.62M +$1.77M +16,616 +62%
IA
188
Invested Advisors
Pennsylvania
$4.61M +$276K +2,593 +6%
FFA
189
Farther Finance Advisors
California
$4.61M +$2.18M +20,436 +90%
Luther King Capital Management (LKCM)
190
Luther King Capital Management (LKCM)
Texas
$4.58M
VA
191
Valmark Advisers
Ohio
$4.56M +$415K +3,892 +10%
PFM
192
Phillips Financial Management
Indiana
$4.56M -$92.2K -865 -2%
ERIC
193
Eagle Rock Investment Company
Georgia
$4.56M -$37.8K -355 -0.8%
Natixis Advisors
194
Natixis Advisors
Massachusetts
$4.53M +$799K +7,496 +21%
CCM
195
Coldstream Capital Management
Washington
$4.49M -$152K -1,424 -3%
CA
196
Clune & Associates
Illinois
$4.41M +$680K +6,379 +18%
BFG
197
Baron Financial Group
New Jersey
$4.37M +$197K +1,850 +5%
GA
198
Greenspring Advisors
Maryland
$4.36M +$2.29M +21,461 +111%
CFMC
199
Curbstone Financial Management Corp
New Hampshire
$4.3M +$250K +2,350 +6%
FCIM
200
Fairview Capital Investment Management
California
$4.25M