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iShares National Muni Bond ETF

1,513 hedge funds and large institutions have $34.4B invested in iShares National Muni Bond ETF in 2025 Q2 according to their latest regulatory filings, with 155 funds opening new positions, 551 increasing their positions, 640 reducing their positions, and 98 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,513
Holders Change
+29
Holders Change %
+1.95%
% of All Funds
20.28%
Holding in Top 10
105
Holding in Top 10 Change
-12
Holding in Top 10 Change %
-10.26%
% of All Funds
1.41%
New
155
Increased
551
Reduced
640
Closed
98
Calls
$593M
Puts
$226M
Net Calls
+$368M
Net Calls Change
+$736M
Name Holding Trade Value Shares
Change
Shares
Change %
SB
376
Strategic Blueprint
Georgia
$5.63M -$21.8K -209 -0.4%
SWM
377
Seaside Wealth Management
California
$5.61M -$1.05M -10,092 -16%
EWA
378
Exencial Wealth Advisors
Oklahoma
$5.6M -$740K -7,084 -12%
ST
379
Smithfield Trust
Pennsylvania
$5.55M -$904K -8,663 -14%
PCM
380
Passive Capital Management
Maryland
$5.54M -$37.6K -361 -0.7%
SFG
381
Somnio Financial Group
Connecticut
$5.44M +$5.44M +52,099 New
NC
382
NewSquare Capital
Pennsylvania
$5.41M +$128K +1,223 +2%
NGA
383
Naples Global Advisors
Florida
$5.4M +$151K +1,448 +3%
EB
384
Exchange Bank
California
$5.37M -$1.13M -10,861 -17%
MFA
385
Mayflower Financial Advisors
Massachusetts
$5.36M -$1.37M -13,108 -20%
SI
386
Stephens Inc
Arkansas
$5.36M +$510K +4,877 +11%
LI
387
LifeWealth Investments
Florida
$5.29M +$1.47M +14,057 +38%
G
388
GenTrust
Florida
$5.29M -$1.34M -12,815 -20%
WFP
389
Wrenne Financial Planning
Kentucky
$5.29M -$1.8M -17,226 -25%
BFO
390
Biltmore Family Office
North Carolina
$5.27M -$361K -3,458 -6%
FWM
391
Forza Wealth Management
Florida
$5.19M +$4.11M +39,300 +378%
PPW
392
Presilium Private Wealth
Pennsylvania
$5.17M +$153K +1,465 +3%
GWA
393
Gutierrez Wealth Advisory
Arkansas
$5.13M +$1.92M +18,419 +60%
PWP
394
Precedent Wealth Partners
Texas
$5.13M -$561K -5,369 -10%
TVM
395
True Vision MN
Minnesota
$5.12M +$382K +3,652 +8%
FLA
396
Financial Life Advisors
Texas
$5.1M +$100K +958 +2%
FPAS
397
Focus Partners Advisor Solutions
Missouri
$5.09M -$2.84M -27,137 -36%
EWM
398
Empirical Wealth Management
Washington
$5.05M -$549K -5,257 -10%
FAIM
399
Financial Advocates Investment Management
Washington
$5.02M -$170K -1,623 -3%
WMR
400
Wealth Management Resources
Rhode Island
$5.02M -$951K -9,099 -16%