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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 %
RFP
426
RCS Financial Planning
Maryland
$4.35M +$1.65M +15,631 +61%
SF
427
Synovus Financial
Georgia
$4.33M -$418K -3,963 -9%
MBT
428
Montecito Bank & Trust
California
$4.28M +$616K +5,840 +17%
GGS
429
Galvin Gaustad & Stein
Arizona
$4.25M -$944K -8,952 -18%
GBT
430
Grove Bank & Trust
Florida
$4.23M +$389K +3,690 +10%
CFP
431
Cascade Financial Partners
California
$4.18M +$126K +1,191 +3%
MWM
432
Mission Wealth Management
California
$4.14M +$132K +1,255 +3%
BFG
433
Bleakley Financial Group
New Jersey
$4.12M +$367K +3,476 +10%
CPIG
434
Chicago Partners Investment Group
Illinois
$4.09M -$87.5K -837 -2%
PFA
435
Pure Financial Advisors
California
$4.09M +$678K +6,430 +20%
LPP
436
Life Planning Partners
Florida
$4.08M +$439K +4,164 +12%
LA
437
Lifeworks Advisors
Michigan
$4.07M +$435K +4,121 +12%
BFS
438
Bare Financial Services
Pennsylvania
$4.07M +$69.6K +660 +2%
MWA
439
Motive Wealth Advisors
Michigan
$4.07M -$898K -8,521 -18%
AIP
440
Ameritas Investment Partners
Nebraska
$4.05M -$31.1K -295 -0.8%
CAWM
441
Capital Advisors Wealth Management
Washington
$4.03M +$288K +2,727 +8%
TIA
442
Traphagen Investment Advisors
New Jersey
$4.02M +$222K +2,106 +6%
CFMC
443
Curbstone Financial Management Corp
New Hampshire
$3.99M -$5.27K -50 -0.1%
Wolverine Trading
444
Wolverine Trading
Illinois
$3.98M +$3.98M +37,849 New
HW
445
Hancock Whitney
Mississippi
$3.98M -$2.96M -28,059 -43%
PWS
446
Physician Wealth Solutions
Nevada
$3.94M +$755K +7,156 +24%
WA
447
Waterford Advisors
New York
$3.93M +$3.93M +37,233 New
DLCIG
448
D.L. Carlson Investment Group
New Hampshire
$3.93M +$108K +1,028 +3%
JBA
449
Johnson Bixby & Associates
Washington
$3.88M +$413K +3,913 +12%
IWS
450
Insight Wealth Strategies
California
$3.87M +$175K +1,657 +5%