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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 %
DJSG
301
D.J. St. Germain
Massachusetts
$8M +$1.62M +15,333 +25%
FPAS
302
Focus Partners Advisor Solutions
Missouri
$8M +$2.07M +19,672 +35%
OWCM
303
One Wealth Capital Management
Arizona
$7.97M -$227K -2,157 -3%
SF
304
Summit Financial
New Jersey
$7.95M -$5.32M -50,479 -40%
Kayne Anderson Rudnick Investment Management
305
Kayne Anderson Rudnick Investment Management
California
$7.92M +$174K +1,656 +2%
AL
306
ADE LLC
Maryland
$7.87M -$14.9K -141 -0.2%
CWS
307
Confluence Wealth Services
Pennsylvania
$7.84M +$3.25M +31,403 +71%
COLIM
308
City of London Investment Management
United Kingdom
$7.84M +$1.95M +18,500 +33%
SC
309
Stephens Consulting
Michigan
$7.78M -$202K -1,918 -3%
FWA
310
FSM Wealth Advisors
Ohio
$7.76M +$260K +2,464 +3%
AWMG
311
Alliance Wealth Management Group
New Jersey
$7.7M +$20.4K +193 +0.3%
AIM
312
Acropolis Investment Management
Missouri
$7.47M -$290K -2,754 -4%
DE
313
Diversified Enterprises
Delaware
$7.46M +$3.92M +37,204 +111%
AFG
314
Arkansas Financial Group
Arkansas
$7.45M +$165K +1,604 +2%
I
315
IMPACTfolio
Colorado
$7.45M +$1.14M +10,847 +18%
WP
316
WealthShield Partners
North Carolina
$7.45M +$270K +2,564 +4%
HG
317
Harbor Group
New Hampshire
$7.4M -$1.55M -14,677 -17%
CMAI
318
Capital Management Associates Inc
Minnesota
$7.36M +$4.75M +45,080 +182%
MHC
319
May Hill Capital
Massachusetts
$7.32M +$242K +2,297 +3%
IWMA
320
Ironwood Wealth Management (Arizona)
Arizona
$7.29M -$575K -5,453 -7%
FA
321
Fedenia Advisers
Wisconsin
$7.22M +$536K +5,081 +8%
ATPW
322
Ashton Thomas Private Wealth
Arizona
$7.19M -$1.17M -11,099 -14%
BWA
323
Burt Wealth Advisors
Maryland
$7.16M -$120K -1,142 -2%
PWM
324
Pines Wealth Management
North Carolina
$7.16M +$679K +6,630 +10%
LFS
325
Legacy Financial Strategies
Kansas
$7.16M +$153K +1,448 +2%