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
EPM
376
Elm Partners Management
Pennsylvania
$5.34M -$1.32M -12,629 -20%
PWP
377
Precedent Wealth Partners
Texas
$5.31M +$77.9K +744 +2%
PPWP
378
Premier Path Wealth Partners
New Jersey
$5.3M +$1.22M +11,629 +30%
GWA
379
Gutierrez Wealth Advisory
Arkansas
$5.24M +$9.42K +90 +0.2%
EWM
380
Empirical Wealth Management
Washington
$5.23M +$76.7K +733 +2%
HIP
381
HUB Investment Partners
Texas
$5.19M +$350K +3,343 +7%
WPW
382
Watershed Private Wealth
Illinois
$5.16M -$852K -8,145 -14%
BFO
383
Biltmore Family Office
North Carolina
$5.15M -$221K -2,107 -4%
VAG
384
Vannoy Advisory Group
Texas
$5.12M -$813K -7,766 -14%
OAP
385
One Advisory Partners
Kansas
$5.11M +$357K +3,411 +8%
N
386
Nuveen
North Carolina
$5.1M -$13.1M -125,389 -72%
TIA
387
Traphagen Investment Advisors
New Jersey
$5.1M +$492K +4,699 +11%
KF
388
K2 Financial
California
$5.08M +$191K +1,823 +4%
KWM
389
Kingsview Wealth Management
Oregon
$5.07M +$622K +5,945 +14%
SB
390
Strategic Blueprint
Georgia
$5.06M -$672K -6,426 -12%
SHGA
391
Sand Hill Global Advisors
California
$5.04M -$2.61M -24,926 -35%
TW
392
Traveka Wealth
California
$4.99M -$60.8K -581 -1%
AIA
393
Armor Investment Advisors
North Carolina
$4.99M -$85K -812 -2%
SI
394
Stephens Inc
Arkansas
$4.98M -$473K -4,518 -9%
FLA
395
Financial Life Advisors
Texas
$4.93M -$263K -2,516 -5%
LA
396
Lifeworks Advisors
Michigan
$4.91M -$100K -958 -2%
GRP
397
Global Retirement Partners
California
$4.9M +$84.6K +808 +2%
MFG
398
MidWestOne Financial Group
Iowa
$4.89M +$211K +2,020 +5%
TVM
399
True Vision MN
Minnesota
$4.89M -$330K -3,150 -6%
JFGIW
400
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$4.87M -$2.8M -26,765 -37%