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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
Mercer Global Advisors
1
Mercer Global Advisors
Colorado
$906M +$77.1M +723,145 +9%
Bank of America
2
Bank of America
North Carolina
$888M +$84.9M +796,577 +11%
Morgan Stanley
3
Morgan Stanley
New York
$605M -$87.2M -818,445 -13%
Bank of New York Mellon
4
Bank of New York Mellon
New York
$549M -$17.4M -163,072 -3%
Creative Planning
5
Creative Planning
Kansas
$300M +$6.39M +59,945 +2%
SEI Investments
6
SEI Investments
Pennsylvania
$299M +$4.6M +43,189 +2%
AC
7
Allstate Corporation
Illinois
$165M +$160M +1,500,244 +3,158%
Citigroup
8
Citigroup
New York
$149M +$16M +149,905 +12%
Northwestern Mutual Wealth Management
9
Northwestern Mutual Wealth Management
Wisconsin
$148M +$6.97M +65,447 +5%
TIAA Trust, National Association
10
TIAA Trust, National Association
North Carolina
$137M -$15.1M -141,708 -10%
Franklin Resources
11
Franklin Resources
California
$136M +$1.54M +14,450 +1%
CAPTRUST Financial Advisors
12
CAPTRUST Financial Advisors
North Carolina
$134M +$2.97M +27,839 +2%
UBS Group
13
UBS Group
Switzerland
$126M +$6.9M +64,717 +6%
LPL Financial
14
LPL Financial
California
$110M +$11.2M +105,119 +11%
Ameriprise
15
Ameriprise
Minnesota
$110M +$664K +6,233 +0.6%
Mariner
16
Mariner
Kansas
$93.2M +$3.85M +36,092 +4%
RAM
17
Robinhood Asset Management
California
$81.9M +$81.8M +767,635 New
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$74.1M +$2.67M +25,072 +4%
Nisa Investment Advisors
19
Nisa Investment Advisors
Missouri
$72M +$3.43M +32,165 +5%
SL
20
Salomon & Ludwin
Virginia
$70.9M +$2.91M +27,347 +4%
Bank of Montreal
21
Bank of Montreal
Ontario, Canada
$70.7M +$5.63M +52,821 +9%
JP Morgan Chase
22
JP Morgan Chase
New York
$68.4M +$628K +5,896 +0.9%
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$65.6M +$520K +4,877 +0.8%
AF
24
Allworth Financial
California
$64.1M +$1.03M +9,649 +2%
Focus Partners Wealth
25
Focus Partners Wealth
Massachusetts
$58.4M +$3.39M +31,819 +6%