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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 %
KWM
351
Keebeck Wealth Management
Illinois
$6.46M +$104K +988 +2%
IWP
352
Invenio Wealth Partners
Florida
$6.43M -$153K -1,455 -2%
DWM
353
Dogwood Wealth Management
Kansas
$6.41M -$11K -104 -0.2%
EWA
354
Exencial Wealth Advisors
Oklahoma
$6.4M +$613K +5,815 +11%
FWM
355
FFT Wealth Management
Pennsylvania
$6.36M +$1.81M +17,155 +40%
PIMG
356
Patriot Investment Management Group
Tennessee
$6.31M +$1.09M +10,358 +21%
SFFS
357
Stonehage Fleming Financial Services
Jersey
$6.27M +$3.48M +33,042 +125%
ZF
358
Zhang Financial
Michigan
$6.22M +$1.44M +13,678 +30%
W
359
WealthCollab
Washington
$6.2M +$1.01M +9,614 +20%
CWM
360
Connecticut Wealth Management
Connecticut
$6.15M +$475K +4,501 +8%
WCM
361
Wealthcare Capital Management
Virginia
$6.11M -$663K -6,284 -10%
TWM
362
Trinity Wealth Management
Pennsylvania
$6.1M -$99.7K -946 -2%
AFP
363
Alpha Financial Partners
Kentucky
$6.06M +$514K +4,874 +9%
ACM
364
AUA Capital Management
Pennsylvania
$6.03M +$389K +3,685 +7%
WMR
365
Wealth Management Resources
Rhode Island
$6.02M -$231K -2,189 -4%
DB
366
Dravo Bay
Delaware
$5.99M -$785K -7,447 -12%
DIA
367
Davidson Investment Advisors
Montana
$5.97M +$759K +7,197 +15%
RBCM
368
Raub Brock Capital Management
California
$5.82M -$1.23M -11,660 -17%
CISOA
369
Capital Investment Services of America
Wisconsin
$5.81M -$501K -4,750 -8%
VAG
370
Vannoy Advisory Group
Texas
$5.76M +$51.6K +489 +0.9%
PWP
371
Precedent Wealth Partners
Texas
$5.74M +$238K +2,258 +4%
B
372
Bailard
California
$5.73M -$3.78M -35,828 -40%
SB
373
Strategic Blueprint
Georgia
$5.71M -$1.72M -16,299 -23%
BFO
374
Biltmore Family Office
North Carolina
$5.68M -$813K -7,709 -13%
EWM
375
Empirical Wealth Management
Washington
$5.65M +$122K +1,157 +2%