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iShares National Muni Bond ETF

1,529 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, 557 increasing their positions, 647 reducing their positions, and 100 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more ownership

Funds ownership:

3% less capital invested

Capital invested by funds: $35.3B → $34.4B (-$893M)

9% less funds holding in top 10

Funds holding in top 10: 117106 (-11)

14% less repeat investments, than reductions

Existing positions increased: 557 | Existing positions reduced: 647

Holders
1,529
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
106
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$593M
Puts
$226M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SWM
376
Seaside Wealth Management
California
$5.61M
EWA
377
Exencial Wealth Advisors
Oklahoma
$5.6M
ST
378
Smithfield Trust
Pennsylvania
$5.55M
PCM
379
Passive Capital Management
Maryland
$5.54M
SFG
380
Somnio Financial Group
Connecticut
$5.44M
NC
381
NewSquare Capital
Pennsylvania
$5.41M
NGA
382
Naples Global Advisors
Florida
$5.4M
EB
383
Exchange Bank
California
$5.37M
MFA
384
Mayflower Financial Advisors
Massachusetts
$5.36M
SI
385
Stephens Inc
Arkansas
$5.36M
LI
386
LifeWealth Investments
Florida
$5.29M
G
387
GenTrust
Florida
$5.29M
WFP
388
Wrenne Financial Planning
Kentucky
$5.29M
BFO
389
Biltmore Family Office
North Carolina
$5.27M
FWM
390
Forza Wealth Management
Florida
$5.19M
PPW
391
Presilium Private Wealth
Pennsylvania
$5.17M
GWA
392
Gutierrez Wealth Advisory
Arkansas
$5.13M
PWP
393
Precedent Wealth Partners
Texas
$5.13M
TVM
394
True Vision MN
Minnesota
$5.12M
FLA
395
Financial Life Advisors
Texas
$5.1M
FPAS
396
Focus Partners Advisor Solutions
Missouri
$5.09M
EWM
397
Empirical Wealth Management
Washington
$5.05M
FAIM
398
Financial Advocates Investment Management
Washington
$5.02M
WMR
399
Wealth Management Resources
Rhode Island
$5.02M
AWA
400
Aletheian Wealth Advisors
Washington
$4.99M