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iShares National Muni Bond ETF

1,529 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, 557 increasing their positions, 647 reducing their positions, and 100 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more ownership

Funds ownership:

3% less capital invested

Capital invested by funds: $35.3B → $34.4B (-$893M)

9% less funds holding in top 10

Funds holding in top 10: 117106 (-11)

14% less repeat investments, than reductions

Existing positions increased: 557 | Existing positions reduced: 647

Holders
1,529
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
106
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$593M
Puts
$226M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BWM
276
BCO Wealth Management
New Mexico
$9.12M
AI
277
Atria Investments
North Carolina
$9.11M
PWP
278
PrairieView Wealth Partners
Illinois
$9.1M
DLCIG
279
D.L. Carlson Investment Group
New Hampshire
$9.06M
HCM
280
Horiko Capital Management
New York
$9.04M
Group One Trading
281
Group One Trading
Illinois
$9.01M
BFA
282
Bragg Financial Advisors
North Carolina
$8.91M
SWG
283
Summit Wealth Group
Vermont
$8.89M
VA
284
Valmark Advisers
Ohio
$8.89M
FFG
285
Fiduciary Financial Group
California
$8.83M
TPCW
286
TD Private Client Wealth
New York
$8.71M
WAS
287
Wealth Advisory Solutions
Indiana
$8.62M
OIS
288
Okabena Investment Services
Minnesota
$8.43M
RIA
289
Regal Investment Advisors
Michigan
$8.36M
DJSG
290
D.J. St. Germain
Massachusetts
$8.35M
AC
291
Asio Capital
Kentucky
$8.28M
Kayne Anderson Rudnick Investment Management
292
Kayne Anderson Rudnick Investment Management
California
$8.18M
CWS
293
Confluence Wealth Services
Pennsylvania
$8.1M
PWMG
294
Private Wealth Management Group
New Jersey
$8.04M
CA
295
CGN Advisors
Kansas
$7.98M
OWCM
296
One Wealth Capital Management
Arizona
$7.93M
Wolverine Trading
297
Wolverine Trading
Illinois
$7.89M
BWP
298
BSW Wealth Partners
Colorado
$7.82M
PS
299
Principal Securities
Iowa
$7.82M
FLPIM
300
F.L. Putnam Investment Management
Massachusetts
$7.75M