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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
AIP
451
Ameritas Investment Partners
Nebraska
$4.11M -$50.1K -479 -1%
TCM
452
TD Capital Management
Tennessee
$4.11M -$796K -7,605 -16%
CPIG
453
Chicago Partners Investment Group
Illinois
$4.1M +$13K +124 +0.3%
FNT
454
First National Trust
Pennsylvania
$3.98M -$229K -2,184 -6%
VWA
455
Visionary Wealth Advisors
Illinois
$3.97M +$1.78M +17,043 +84%
CFP
456
Cascade Financial Partners
California
$3.94M +$289K +2,758 +8%
CIA
457
Concurrent Investment Advisors
Florida
$3.88M -$148K -1,413 -4%
IWS
458
Insight Wealth Strategies
California
$3.88M -$17.8K -170 -0.5%
TCM
459
TruNorth Capital Management
Michigan
$3.81M +$435K +4,161 +13%
MWM
460
Mission Wealth Management
California
$3.8M -$216K -2,066 -5%
WIM
461
Westside Investment Management
California
$3.79M +$160K +1,525 +4%
OP
462
ORG Partners
Indiana
$3.75M +$1.04M +9,953 +39%
BFS
463
Bare Financial Services
Pennsylvania
$3.72M +$108K +1,031 +3%
SIAP
464
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$3.66M +$319K +3,050 +10%
VCP
465
Verus Capital Partners
Arizona
$3.65M +$243K +2,321 +7%
TWM
466
Thrive Wealth Management
Pennsylvania
$3.61M -$7.3M -69,775 -67%
GBT
467
Grove Bank & Trust
Florida
$3.59M -$516K -4,932 -13%
TWM
468
Topsail Wealth Management
North Carolina
$3.57M +$28K +268 +0.8%
IMA
469
Investment Management Associates
Colorado
$3.53M
WA
470
Waterford Advisors
New York
$3.52M +$3.35M +32,054 +3,070%
TWP
471
Triad Wealth Partners
Kansas
$3.51M +$1.9M +18,115 +122%
HW
472
Hancock Whitney
Mississippi
$3.49M -$413K -3,948 -11%
ERIC
473
Eagle Rock Investment Company
Georgia
$3.48M -$42.3K -404 -1%
CIAS
474
CFS Investment Advisory Services
New Jersey
$3.47M +$90.4K +864 +3%
SA
475
Sincerus Advisory
New York
$3.46M +$372K +3,555 +12%