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iShares National Muni Bond ETF

1,512 hedge funds and large institutions have $34.4B invested in iShares National Muni Bond ETF in 2025 Q2 according to their latest regulatory filings, with 155 funds opening new positions, 550 increasing their positions, 640 reducing their positions, and 98 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,512
Holders Change
+28
Holders Change %
+1.89%
% of All Funds
20.28%
Holding in Top 10
105
Holding in Top 10 Change
-12
Holding in Top 10 Change %
-10.26%
% of All Funds
1.41%
New
155
Increased
550
Reduced
640
Closed
98
Calls
$593M
Puts
$226M
Net Calls
+$368M
Net Calls Change
+$736M
Name Holding Trade Value Shares
Change
Shares
Change %
American Century Companies
276
American Century Companies
Missouri
$9.26M +$9.26M +88,600 New
BWM
277
BCO Wealth Management
New Mexico
$9.12M -$302K -2,886 -3%
AI
278
Atria Investments
North Carolina
$9.11M -$1.51M -14,445 -14%
PWP
279
PrairieView Wealth Partners
Illinois
$9.1M +$9.1M +87,096 New
DLCIG
280
D.L. Carlson Investment Group
New Hampshire
$9.06M +$5.17M +49,476 +133%
HCM
281
Horiko Capital Management
New York
$9.04M
Group One Trading
282
Group One Trading
Illinois
$9.01M +$9.01M +86,245 New
BFA
283
Bragg Financial Advisors
North Carolina
$8.91M +$785K +7,513 +10%
SWG
284
Summit Wealth Group
Vermont
$8.89M +$5.8M +55,552 +188%
VA
285
Valmark Advisers
Ohio
$8.89M +$696K +6,664 +9%
FFG
286
Fiduciary Financial Group
California
$8.83M +$1.62M +15,515 +22%
TPCW
287
TD Private Client Wealth
New York
$8.71M +$3.91M +37,455 +82%
WAS
288
Wealth Advisory Solutions
Indiana
$8.62M +$225K +2,155 +3%
OIS
289
Okabena Investment Services
Minnesota
$8.43M +$60.7K +581 +0.7%
RIA
290
Regal Investment Advisors
Michigan
$8.36M -$156K -1,495 -2%
DJSG
291
D.J. St. Germain
Massachusetts
$8.35M +$422K +4,036 +5%
AC
292
Asio Capital
Kentucky
$8.28M -$13.5M -129,637 -62%
Kayne Anderson Rudnick Investment Management
293
Kayne Anderson Rudnick Investment Management
California
$8.18M +$337K +3,234 +4%
CWS
294
Confluence Wealth Services
Pennsylvania
$8.1M +$179K +1,715 +2%
PWMG
295
Private Wealth Management Group
New Jersey
$8.04M -$1.41M -13,517 -15%
CA
296
CGN Advisors
Kansas
$7.98M -$1.1M -10,501 -12%
OWCM
297
One Wealth Capital Management
Arizona
$7.93M +$34K +325 +0.4%
Wolverine Trading
298
Wolverine Trading
Illinois
$7.89M +$3.94M +37,746 +100%
BWP
299
BSW Wealth Partners
Colorado
$7.82M +$5.16M +49,392 +194%
PS
300
Principal Securities
Iowa
$7.82M +$1.2M +11,450 +18%