We are live on ! Find out more
MUB icon

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
RAM
351
Readystate Asset Management
Illinois
$5.98M +$5.88M +56,160 New
NGA
352
Naples Global Advisors
Florida
$5.96M +$453K +4,330 +8%
SHIM
353
Stone House Investment Management
Pennsylvania
$5.91M -$581K -5,549 -9%
AHC
354
Anderson Hoagland & Co
Missouri
$5.9M +$41.1K +393 +0.7%
FM
355
Foster & Motley
Ohio
$5.83M +$86.7K +828 +2%
CISOA
356
Capital Investment Services of America
Wisconsin
$5.82M -$209K -2,000 -4%
ST
357
Smithfield Trust
Pennsylvania
$5.8M +$134K +1,282 +2%
SWM
358
Seaside Wealth Management
California
$5.76M +$39.5K +377 +0.7%
LWM
359
Level Wealth Management
North Carolina
$5.75M +$1M +9,600 +22%
SFG
360
Somnio Financial Group
Connecticut
$5.68M +$128K +1,226 +2%
BlackRock
361
BlackRock
New York
$5.64M -$1.52M -14,566 -22%
DIA
362
Davidson Investment Advisors
Montana
$5.61M -$293K -2,795 -5%
FWM
363
Forza Wealth Management
Florida
$5.6M +$303K +2,900 +6%
PPW
364
Presilium Private Wealth
Pennsylvania
$5.58M +$302K +2,887 +6%
AFP
365
Alpha Financial Partners
Kentucky
$5.56M -$317K -3,027 -5%
G
366
GenTrust
Florida
$5.52M +$131K +1,250 +2%
AFG
367
Atomi Financial Group
New York
$5.51M +$1.52M +14,490 +39%
AWA
368
Aletheian Wealth Advisors
Washington
$5.5M +$408K +3,902 +8%
EB
369
Exchange Bank
California
$5.47M
RA
370
RFG Advisory
Alabama
$5.46M +$1.46M +13,905 +37%
APW
371
Austin Private Wealth
Texas
$5.41M -$1.84M -17,580 -26%
PCG
372
Prosperity Consulting Group
Maryland
$5.4M +$2.75M +26,246 +107%
PIFP
373
Partners in Financial Planning
Virginia
$5.38M +$624K +5,967 +13%
PFM
374
Phillips Financial Management
Indiana
$5.37M -$479K -4,580 -8%
COI
375
Connable Office Inc
Michigan
$5.35M +$3.58M +34,251 +214%