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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
20.29%
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 %
AWA
401
Aletheian Wealth Advisors
Washington
$4.99M +$1.51M +14,453 +43%
AIA
402
Armor Investment Advisors
North Carolina
$4.98M +$444K +4,245 +10%
TW
403
Traveka Wealth
California
$4.96M -$81.7K -782 -2%
AFA
404
Avant Financial Advisors
Texas
$4.93M +$544K +5,207 +12%
LA
405
Lifeworks Advisors
Michigan
$4.92M +$879K +8,416 +22%
BC
406
Brio Consultants
California
$4.89M +$125K +1,192 +3%
GA
407
GFS Advisors
Texas
$4.88M +$3.46M +33,145 +245%
FIA
408
Foundations Investment Advisors
Arizona
$4.83M +$1.61M +15,395 +50%
TCM
409
TD Capital Management
Tennessee
$4.83M +$76K +727 +2%
CAWM
410
Capital Advisors Wealth Management
Washington
$4.79M +$799K +7,651 +20%
FAT
411
First American Trust
California
$4.75M +$186K +1,780 +4%
HIP
412
HUB Investment Partners
Texas
$4.74M +$385K +3,684 +9%
BGWM
413
Bridge Generations Wealth Management
Florida
$4.74M +$929K +8,895 +24%
KF
414
K2 Financial
California
$4.73M -$368K -3,548 -7%
GRP
415
Global Retirement Partners
California
$4.73M +$4.73M +45,246 New
HWM
416
Hassell Wealth Management
Louisiana
$4.72M +$1.24K +12 +0%
PIFP
417
Partners in Financial Planning
Virginia
$4.65M -$71.6K -685 -2%
GWM
418
Geneos Wealth Management
Colorado
$4.64M -$9.72M -92,985 -68%
LWM
419
Level Wealth Management
North Carolina
$4.64M +$3.49M +33,382 +303%
OAP
420
One Advisory Partners
Kansas
$4.59M +$1.47M +14,184 +47%
MFG
421
MidWestOne Financial Group
Iowa
$4.59M +$1.48M +14,132 +47%
TWP
422
Tyche Wealth Partners
Texas
$4.57M +$3.63M +34,752 +388%
MT
423
Midwest Trust
Kansas
$4.56M +$4.56M +43,624 New
CWM
424
Congress Wealth Management
Massachusetts
$4.56M -$94.1K -901 -2%
GT
425
Greenleaf Trust
Michigan
$4.54M -$543K -5,196 -11%