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iShares National Muni Bond ETF

1,623 hedge funds and large institutions have $37.7B invested in iShares National Muni Bond ETF in 2026 Q1 according to their latest regulatory filings, with 120 funds opening new positions, 787 increasing their positions, 502 reducing their positions, and 90 closing their positions.

New
Increased
Maintained
Reduced
Closed

57% more repeat investments, than reductions

Existing positions increased: 787 | Existing positions reduced: 502

33% more first-time investments, than exits

New positions opened: 120 | Existing positions closed: 90

1.66% more ownership

Funds ownership: 86.88%88.54% (+1.7%)

5% more capital invested

Capital invested by funds: $36.1B → $37.7B (+$1.63B)

0% less funds holding

Funds holding: 1,6251,623 (-2)

6% less funds holding in top 10

Funds holding in top 10: 10094 (-6)

56% less call options, than puts

Call options by funds: $131M | Put options by funds: $300M

Holders
1,623
Holders Change
-2
Holders Change %
-0.12%
% of All Funds
19.99%
Holding in Top 10
94
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-6%
% of All Funds
1.16%
New
120
Increased
787
Reduced
502
Closed
90
Calls
$131M
Puts
$300M
Net Calls
-$169M
Net Calls Change
-$151M
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$4.47B +$512M +4,763,839 +13%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$2.33B -$38.1M -354,174 -2%
Betterment LLC
3
Betterment LLC
New York
$2.08B +$63.8M +593,514 +3%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$1.77B +$271M +2,522,106 +18%
Creative Planning
5
Creative Planning
Kansas
$1.53B +$87.3M +812,109 +6%
LPL Financial
6
LPL Financial
California
$1.25B +$71.3M +663,075 +6%
Fisher Asset Management
7
Fisher Asset Management
Washington
$1.23B +$94.9M +882,344 +8%
Wells Fargo
8
Wells Fargo
California
$1.06B +$7.75M +72,042 +0.7%
Mercer Global Advisors
9
Mercer Global Advisors
Colorado
$993M +$86.9M +808,430 +9%
Morgan Stanley
10
Morgan Stanley
New York
$978M +$68.5M +637,356 +7%
Northwestern Mutual Wealth Management
11
Northwestern Mutual Wealth Management
Wisconsin
$945M +$50.8M +472,246 +6%
UBS Group
12
UBS Group
Switzerland
$809M +$557M +5,177,341 +212%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$775M +$23M +214,265 +3%
PNC Financial Services Group
14
PNC Financial Services Group
Pennsylvania
$763M -$16.2M -150,886 -2%
TCIIS
15
TIAA-CREF Individual & Institutional Services
New York
$604M +$612M +5,687,268 New
SEI Investments
16
SEI Investments
Pennsylvania
$560M +$691K +6,428 +0.1%
US Bancorp
17
US Bancorp
Minnesota
$555M +$326K +3,030 +0.1%
JP Morgan Chase
18
JP Morgan Chase
New York
$499M +$1.9M +17,682 +0.4%
Wealthfront Advisers
19
Wealthfront Advisers
California
$472M -$49.2M -457,491 -9%
Cetera Investment Advisers
20
Cetera Investment Advisers
Illinois
$341M +$44.8M +416,372 +15%
AssetMark Inc
21
AssetMark Inc
California
$339M +$13.9M +129,497 +4%
Jones Financial Companies
22
Jones Financial Companies
Missouri
$312M +$73.2M +681,226 +30%
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$300M -$4.11M -38,196 -1%
OWM
24
Orgel Wealth Management
Wisconsin
$284M +$6.58M +61,174 +2%
RWP
25
RWA Wealth Partners
Massachusetts
$247M -$3.8M -35,380 -1%