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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 %
EP
451
Edgestream Partners
New Jersey
$3.87M -$901K -8,542 -19%
LI
452
LifeWealth Investments
Florida
$3.86M +$1.47M +13,944 +62%
BGWM
453
Bridge Generations Wealth Management
Florida
$3.84M +$102K +966 +3%
SA
454
Sovran Advisors
California
$3.83M -$49.8K -481 -1%
UWPG
455
Ullmann Wealth Partners Group
Florida
$3.79M +$534K +5,068 +16%
SA
456
Sincerus Advisory
New York
$3.74M +$913K +8,659 +32%
SIA
457
Schechter Investment Advisors
Michigan
$3.73M +$76.7K +727 +2%
BCM
458
Becker Capital Management
Oregon
$3.71M +$245K +2,321 +7%
DW
459
Durante & Waters
New York
$3.71M +$271K +2,571 +8%
IAA
460
Independent Advisor Alliance
North Carolina
$3.68M -$9.75M -92,443 -73%
LFAS
461
Level Four Advisory Services
Texas
$3.67M +$1.2M +11,346 +48%
PTC
462
Private Trust Company
Ohio
$3.67M -$542K -5,138 -13%
TFA
463
Tobias Financial Advisors
Florida
$3.65M +$495K +4,693 +16%
FFP
464
FourThought Financial Partners
Florida
$3.62M +$348K +3,296 +11%
CIAS
465
CFS Investment Advisory Services
New Jersey
$3.62M -$1.94M -18,377 -35%
William Blair & Company
466
William Blair & Company
Illinois
$3.61M +$253K +2,395 +8%
MHR
467
Matthew Hamilton Rosenberg
$3.6M +$155K +1,469 +4%
VCP
468
Verus Capital Partners
Arizona
$3.58M +$600K +5,687 +20%
BAAM
469
Baker Avenue Asset Management
California
$3.58M +$393K +3,725 +12%
WTC
470
WhitTier Trust Company
Nevada
$3.57M +$84.4K +800 +2%
MFG
471
Mainsail Financial Group
Washington
$3.54M +$253K +2,401 +8%
WIC
472
Whitegate Investment Counselors
New Hampshire
$3.51M -$74.9K -710 -2%
AWA
473
Aletheian Wealth Advisors
Washington
$3.51M +$429K +4,064 +14%
ERIC
474
Eagle Rock Investment Company
Georgia
$3.51M +$102K +969 +3%
IMA
475
Investment Management Associates
Colorado
$3.5M