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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
MWP
301
Moller Wealth Partners
$7.92M +$277K +2,646 +4%
FA
302
Fedenia Advisers
Wisconsin
$7.89M +$1.1M +10,537 +17%
CFP
303
Catalyst Financial Partners
Massachusetts
$7.87M -$1.88M -17,937 -20%
SC
304
Savant Capital
Illinois
$7.79M +$1.15M +10,985 +18%
LFS
305
Legacy Financial Strategies
Kansas
$7.75M +$563K +5,379 +8%
Kayne Anderson Rudnick Investment Management
306
Kayne Anderson Rudnick Investment Management
California
$7.73M -$605K -5,783 -7%
WCM
307
Wealthcare Capital Management
Virginia
$7.63M +$1.44M +13,740 +24%
CAM
308
Clarity Asset Management
Iowa
$7.62M +$363K +3,469 +5%
AIM
309
Acropolis Investment Management
Missouri
$7.61M +$817K +7,805 +12%
PWMG
310
Private Wealth Management Group
New Jersey
$7.61M -$572K -5,463 -7%
BW
311
BIP Wealth
Georgia
$7.58M +$4.7M +44,917 +171%
OWCM
312
One Wealth Capital Management
Arizona
$7.57M -$507K -4,844 -6%
DLCIG
313
D.L. Carlson Investment Group
New Hampshire
$7.41M -$1.79M -17,083 -20%
WP
314
WealthShield Partners
North Carolina
$7.39M -$21.8K -208 -0.3%
BWP
315
BSW Wealth Partners
Colorado
$7.36M -$602K -5,753 -8%
BOPW
316
Brandywine Oak Private Wealth
Pennsylvania
$7.32M +$237K +2,266 +3%
MHC
317
May Hill Capital
Massachusetts
$7.29M +$431K +4,123 +6%
TFG
318
Tilson Financial Group
New Jersey
$7.28M +$1.51M +14,415 +27%
BCWM
319
Bartlett & Co Wealth Management
Ohio
$7.27M +$395K +3,774 +6%
ATPW
320
Ashton Thomas Private Wealth
Arizona
$7.2M +$684K +6,533 +11%
RFG
321
RFP Financial Group
Georgia
$7.03M -$72K -688 -1%
CWMK
322
Caliber Wealth Management (Kansas)
Kansas
$7.01M -$291K -2,784 -4%
Wolverine Trading
323
Wolverine Trading
Illinois
$7M -$1.03M -9,804 -13%
GAG
324
GM Advisory Group
New York
$7M -$767K -7,331 -10%
Brown Advisory
325
Brown Advisory
Maryland
$6.9M +$302K +2,889 +5%