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iShares National Muni Bond ETF

1,535 hedge funds and large institutions have $34.3B invested in iShares National Muni Bond ETF in 2025 Q3 according to their latest regulatory filings, with 118 funds opening new positions, 667 increasing their positions, 571 reducing their positions, and 93 closing their positions.

New
Increased
Maintained
Reduced
Closed

52% more call options, than puts

Call options by funds: $526M | Put options by funds: $347M

27% more first-time investments, than exits

New positions opened: 118 | Existing positions closed: 93

17% more repeat investments, than reductions

Existing positions increased: 667 | Existing positions reduced: 571

0% less funds holding

Funds holding: 1,5361,535 (-1)

1% less capital invested

Capital invested by funds: $34.5B → $34.3B (-$186M)

3.46% less ownership

Funds ownership: 89.18%85.71% (-3.5%)

10% less funds holding in top 10

Funds holding in top 10: 10695 (-11)

Holders
1,535
Holders Change
-1
Holders Change %
-0.07%
% of All Funds
20.15%
Holding in Top 10
95
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-10.38%
% of All Funds
1.25%
New
118
Increased
667
Reduced
571
Closed
93
Calls
$526M
Puts
$347M
Net Calls
+$179M
Net Calls Change
-$188M
Name Holding Trade Value Shares
Change
Change in
Stake
BWM
276
BCO Wealth Management
New Mexico
$9.07M -$221K -2,114 -2%
CAMG
277
CWA Asset Management Group
Florida
$9.06M -$1.58M -15,100 -15%
FFG
278
Fiduciary Financial Group
California
$9.05M +$35.9K +343 +0.4%
SWG
279
Summit Wealth Group
Vermont
$8.84M -$214K -2,041 -2%
W
280
WealthCollab
Washington
$8.84M +$1.84M +17,584 +27%
CWS
281
Confluence Wealth Services
Pennsylvania
$8.83M +$567K +5,422 +7%
WAS
282
Wealth Advisory Solutions
Indiana
$8.8M +$18.6K +178 +0.2%
ZBNA
283
Zions Bancorporation, National Association
Utah
$8.75M +$5.4M +51,597 +169%
BCM
284
BTC Capital Management
Iowa
$8.73M +$851K +8,131 +11%
AI
285
Atria Investments
North Carolina
$8.66M -$611K -5,836 -7%
LPT
286
Legacy Private Trust
Wisconsin
$8.62M +$1.71M +16,318 +25%
PIMG
287
Patriot Investment Management Group
Tennessee
$8.43M +$1.4M +13,396 +20%
OIS
288
Okabena Investment Services
Minnesota
$8.39M -$203K -1,939 -2%
DJSG
289
D.J. St. Germain
Massachusetts
$8.35M -$159K -1,520 -2%
LCM
290
Liberty Capital Management
Michigan
$8.33M +$6.84M +65,346 +506%
AWMG
291
Alliance Wealth Management Group
New Jersey
$8.31M +$634K +6,058 +8%
AC
292
Asio Capital
Kentucky
$8.25M -$188K -1,800 -2%
PS
293
Principal Securities
Iowa
$8.25M +$276K +2,636 +4%
Barclays
294
Barclays
United Kingdom
$8.17M +$8.03M +76,734 New
SW
295
SVB Wealth
Massachusetts
$8.11M -$5.22M -49,926 -40%
PFA
296
Pure Financial Advisors
California
$8.09M +$2.26M +21,558 +40%
GKWIM
297
Gerber Kawasaki Wealth & Investment Management
California
$8.05M +$444K +4,247 +6%
SF
298
Summit Financial
New Jersey
$8.04M +$458K +4,378 +6%
I
299
IMPACTfolio
Colorado
$8.04M +$776K +7,416 +11%
PWM
300
Pines Wealth Management
North Carolina
$7.98M +$292K +2,793 +4%