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iShares National Muni Bond ETF

1,484 hedge funds and large institutions have $35.3B invested in iShares National Muni Bond ETF in 2025 Q1 according to their latest regulatory filings, with 119 funds opening new positions, 581 increasing their positions, 603 reducing their positions, and 109 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,484
Holders Change
-23
Holders Change %
-1.53%
% of All Funds
20.15%
Holding in Top 10
117
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-3.31%
% of All Funds
1.59%
New
119
Increased
581
Reduced
603
Closed
109
Calls
$99.1M
Puts
$467M
Net Calls
-$368M
Net Calls Change
-$298M
Name Holding Trade Value Shares
Change
Shares
Change %
RSWM
251
Robertson Stephens Wealth Management
California
$10.9M +$2.18M +20,664 +25%
AI
252
Atria Investments
North Carolina
$10.7M +$192K +1,825 +2%
CIBC Private Wealth Group
253
CIBC Private Wealth Group
Georgia
$10.6M -$300K -2,931 -3%
SW
254
Simplicity Wealth
New Jersey
$10.5M +$9.15M +86,779 +666%
2L
255
25 LLC
Missouri
$10.4M +$362K +3,436 +4%
NAS
256
Nicolet Advisory Services
Wisconsin
$10.3M -$777K -7,550 -7%
BBWP
257
Beacon Bridge Wealth Partners
Pennsylvania
$10.3M +$1.08M +10,266 +12%
HI
258
Hudock Inc
Pennsylvania
$10.3M +$1.26M +11,911 +14%
Fifth Third Bancorp
259
Fifth Third Bancorp
Ohio
$10.1M -$1.28M -12,093 -11%
FHA
260
First Horizon Advisors
Tennessee
$9.98M -$14.1M -133,357 -58%
AFG
261
Albion Financial Group
Utah
$9.98M +$632K +5,997 +7%
LA
262
Lindenwold Advisors
Pennsylvania
$9.92M +$102K +966 +1%
MWA
263
Martel Wealth Advisors
Washington
$9.9M +$170K +1,610 +2%
CAMG
264
CWA Asset Management Group
Florida
$9.89M +$992K +9,408 +11%
PP
265
PDS Planning
Ohio
$9.89M +$118K +1,120 +1%
WC
266
Waterloo Capital
Texas
$9.87M +$2.78M +26,337 +39%
FLPIM
267
F.L. Putnam Investment Management
Massachusetts
$9.74M -$2.23M -21,142 -19%
SHWM
268
Smith & Howard Wealth Management
Georgia
$9.71M +$431K +4,085 +5%
LNWTC
269
Laird Norton Wetherby Trust Company
Washington
$9.67M +$588K +5,580 +6%
PCIG
270
Partners Capital Investment Group
Massachusetts
$9.66M +$9.66M +91,634 New
WFS
271
Weitzel Financial Services
Iowa
$9.63M
SHGA
272
Sand Hill Global Advisors
California
$9.59M -$3.98M -37,746 -29%
PWMG
273
Private Wealth Management Group
New Jersey
$9.54M -$702K -6,658 -7%
BWM
274
BCO Wealth Management
New Mexico
$9.51M -$218K -2,066 -2%
GWSA
275
Global Wealth Strategies & Associates
Colorado
$9.5M +$1.46M +13,827 +18%