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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 %
WFP
326
Wrenne Financial Planning
Kentucky
$7.15M +$225K +2,136 +3%
MWP
327
Moller Wealth Partners
$7.12M -$116K -1,100 -2%
FFG
328
Fiduciary Financial Group
California
$7.12M +$2.16M +20,969 +44%
CWMK
329
Caliber Wealth Management (Kansas)
Kansas
$7.1M +$7.1M +67,324 New
FBB
330
Fulton Breakefield Broenniman
Maryland
$7.01M +$634K +6,014 +10%
RFG
331
RFP Financial Group
Georgia
$6.96M +$2K +19 +0%
CFS
332
Cannon Financial Strategists
Georgia
$6.89M +$1M +9,491 +17%
FM
333
Foster & Motley
Ohio
$6.87M -$54.5K -517 -0.8%
GI
334
Gradient Investments
Minnesota
$6.86M +$6.86M +65,023 New
BCWM
335
Bartlett & Co Wealth Management
Ohio
$6.84M -$235K -2,233 -3%
EPM
336
Elm Partners Management
Pennsylvania
$6.83M -$7.91M -75,013 -54%
GKWIM
337
Gerber Kawasaki Wealth & Investment Management
California
$6.81M -$18.2K -173 -0.3%
MFA
338
Mayflower Financial Advisors
Massachusetts
$6.79M -$611K -5,798 -8%
CAM
339
Clarity Asset Management
Iowa
$6.78M -$3.6M -34,134 -35%
Brown Advisory
340
Brown Advisory
Maryland
$6.77M -$420K -3,982 -6%
PFM
341
Phillips Financial Management
Indiana
$6.76M +$285K +2,707 +4%
PS
342
Principal Securities
Iowa
$6.75M +$14.5K +136 +0.2%
SWM
343
Seaside Wealth Management
California
$6.73M -$134K -1,269 -2%
G
344
GenTrust
Florida
$6.69M
IMC Chicago
345
IMC Chicago
Illinois
$6.58M +$6.58M +62,413 New
EB
346
Exchange Bank
California
$6.56M +$382K +3,619 +6%
ST
347
Smithfield Trust
Pennsylvania
$6.53M +$174K +1,649 +3%
HCC
348
Hirtle Callaghan & Co
Pennsylvania
$6.52M -$5.43M
BCM
349
BTC Capital Management
Iowa
$6.51M -$16.2K -154 -0.2%
ASW
350
Astoria Strategic Wealth
Texas
$6.5M +$154K +1,460 +2%