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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
WMR
401
Wealth Management Resources
Rhode Island
$4.86M -$248K -2,374 -5%
HWM
402
Hassell Wealth Management
Louisiana
$4.86M +$837 +8 +0%
FAT
403
First American Trust
California
$4.84M -$5.86K -56 -0.1%
CA
404
CGN Advisors
Kansas
$4.78M -$3.29M -31,412 -41%
MFG
405
Mainsail Financial Group
Washington
$4.76M +$1.06M +10,105 +29%
FPAS
406
Focus Partners Advisor Solutions
Missouri
$4.74M -$455K -4,351 -9%
VFA
407
Valeo Financial Advisors
Indiana
$4.71M +$230K +2,196 +5%
DB
408
Dravo Bay
Delaware
$4.69M +$74.2K +709 +2%
BC
409
Brio Consultants
California
$4.67M -$317K -3,026 -6%
ZF
410
Zhang Financial
Michigan
$4.66M +$1.22M +11,637 +36%
CAWM
411
Capital Advisors Wealth Management
Washington
$4.66M -$219K -2,094 -5%
FBFS
412
First Business Financial Services
Wisconsin
$4.65M +$64.3K +614 +1%
CW
413
CreativeOne Wealth
Kansas
$4.64M +$339K +3,241 +8%
MWA
414
Motive Wealth Advisors
Michigan
$4.63M +$719K +6,874 +19%
IWMA
415
Ironwood Wealth Management (Arizona)
Arizona
$4.61M +$1.26M +12,007 +38%
BWM
416
BCGM Wealth Management
Indiana
$4.61M +$489K +4,675 +12%
GT
417
Greenleaf Trust
Michigan
$4.57M -$55.8K -533 -1%
JIC
418
Joel Isaacson & Co
New York
$4.56M +$24.9K +238 +0.6%
BWA
419
Burt Wealth Advisors
Maryland
$4.53M +$205K +1,962 +5%
FIA
420
Foundations Investment Advisors
Arizona
$4.53M -$392K -3,745 -8%
WCA
421
Westover Capital Advisors
Delaware
$4.52M +$181K +1,726 +4%
OCG
422
Opus Capital Group
Ohio
$4.48M -$36.2K -346 -0.8%
MFA
423
Mayflower Financial Advisors
Massachusetts
$4.48M -$969K -9,255 -18%
AWM
424
Austin Wealth Management
Texas
$4.47M -$4.71K -45 -0.1%
AIM
425
Advyzon Investment Management
Illinois
$4.41M +$664K +6,349 +18%