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iShares National Muni Bond ETF

1,484 hedge funds and large institutions have $35.3B invested in iShares National Muni Bond ETF in 2025 Q1 according to their latest regulatory filings, with 119 funds opening new positions, 581 increasing their positions, 603 reducing their positions, and 109 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,484
Holders Change
-23
Holders Change %
-1.53%
% of All Funds
20.15%
Holding in Top 10
117
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-3.31%
% of All Funds
1.59%
New
119
Increased
581
Reduced
603
Closed
109
Calls
$99.1M
Puts
$467M
Net Calls
-$368M
Net Calls Change
-$298M
Name Holding Trade Value Shares
Change
Shares
Change %
PIFP
401
Partners in Financial Planning
Virginia
$4.77M +$1.02M +9,684 +27%
SHIM
402
Stone House Investment Management
Pennsylvania
$4.76M -$2.16M -20,491 -31%
CA
403
CV Advisors
Florida
$4.72M
HWM
404
Hassell Wealth Management
Louisiana
$4.71M +$1.14K +11 +0%
FCI
405
Financial Counselors Inc
Kansas
$4.71M +$297K +2,821 +7%
RCAG
406
Rehmann Capital Advisory Group
Michigan
$4.7M -$7.16M -67,895 -60%
CWM
407
Congress Wealth Management
Massachusetts
$4.69M +$1.68M +15,964 +56%
BNP Paribas Financial Markets
408
BNP Paribas Financial Markets
France
$4.67M +$1.92M +18,224 +70%
FAT
409
First American Trust
California
$4.61M +$746K +7,079 +19%
FBFS
410
First Business Financial Services
Wisconsin
$4.59M +$355K +3,370 +8%
AIA
411
Armor Investment Advisors
North Carolina
$4.58M +$674K +6,389 +17%
CTB
412
Country Trust Bank
Illinois
$4.56M -$22.9K -217 -0.5%
KPWS
413
Kestra Private Wealth Services
Texas
$4.55M -$471K -4,470 -9%
ML
414
McAdam LLC
Pennsylvania
$4.55M -$2.39M -22,710 -35%
CFD
415
Creative Financial Designs
Indiana
$4.5M -$295K -2,801 -6%
WWM
416
Waterway Wealth Management
Texas
$4.49M +$4.49M +42,600 New
CG
417
Clifford Group
Massachusetts
$4.49M +$1.64M +15,509 +57%
JIC
418
Joel Isaacson & Co
New York
$4.48M +$411K +3,901 +10%
BWM
419
BCGM Wealth Management
Indiana
$4.47M -$636K -6,029 -12%
CW
420
CreativeOne Wealth
Kansas
$4.47M +$229K +2,174 +5%
AWE
421
Avidian Wealth Enterprises
Texas
$4.46M -$88K -835 -2%
AFA
422
Avant Financial Advisors
Texas
$4.43M +$317K +3,008 +8%
HIP
423
HUB Investment Partners
Texas
$4.4M -$2.85K -27 -0.1%
AWP
424
Avid Wealth Partners
Texas
$4.38M +$1.73M +16,441 +66%
MCM
425
MAI Capital Management
Ohio
$4.37M -$303K -2,875 -6%