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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 %
BCM
276
Brookstone Capital Management
Illinois
$9.34M +$1.55M +14,746 +20%
PGFC
277
Peapack-Gladstone Financial Corp
New Jersey
$9.3M +$1.66M +15,772 +22%
Lazard Asset Management
278
Lazard Asset Management
New York
$9.22M -$10.2M
CA
279
CGN Advisors
Kansas
$9.16M +$2.06M +19,561 +29%
HCM
280
Horiko Capital Management
New York
$9.13M
ACA
281
Ackerman Capital Advisors
Texas
$9.11M +$458K +4,342 +5%
CW
282
Cook Wealth
North Carolina
$9M -$925K -8,860 -9%
GHA
283
Granite Harbor Advisors
Texas
$8.96M +$726K +6,888 +9%
AWA
284
Aquire Wealth Advisors
Utah
$8.93M +$130K +1,230 +1%
GAB
285
German American Bancorp
Indiana
$8.73M -$2.24M -21,210 -20%
FFN
286
Focus Financial Network
Minnesota
$8.72M +$406K +3,851 +5%
Kovitz Investment Group Partners
287
Kovitz Investment Group Partners
Illinois
$8.65M -$2.15M -20,356 -20%
RIA
288
Regal Investment Advisors
Michigan
$8.59M -$230K -2,177 -3%
GAG
289
GM Advisory Group
New York
$8.58M -$410K -3,890 -5%
WAS
290
Wealth Advisory Solutions
Indiana
$8.47M +$8.47M +80,325 New
OIS
291
Okabena Investment Services
Minnesota
$8.45M -$2.94M -27,918 -26%
LP
292
LMR Partners
United Kingdom
$8.44M +$8.44M +80,000 New
OCG
293
Opus Capital Group
Ohio
$8.33M -$338K -3,205 -4%
VA
294
Valmark Advisers
Ohio
$8.27M -$65.3K -619 -0.8%
KWM
295
Kingsview Wealth Management
Oregon
$8.26M +$609K +5,774 +8%
SC
296
Savant Capital
Illinois
$8.25M -$953K -9,034 -10%
Simplex Trading
297
Simplex Trading
Illinois
$8.22M -$1.97M -18,707 -19%
SAI
298
Savvy Advisors Inc
New York
$8.21M +$941K +8,929 +13%
BFA
299
Bragg Financial Advisors
North Carolina
$8.2M +$364K +3,448 +5%
HFA
300
High Falls Advisors
New York
$8.12M +$1.16M +11,048 +17%