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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 %
FCBT
26
First Citizens Bank & Trust
North Carolina
$287M +$8.93M +84,655 +3%
RWP
27
RWA Wealth Partners
Massachusetts
$283M -$10.3M -97,350 -4%
UBS Group
28
UBS Group
Switzerland
$271M -$6.1M -57,857 -2%
Royal Bank of Canada
29
Royal Bank of Canada
Ontario, Canada
$242M +$50.4M +477,763 +26%
Mariner
30
Mariner
Kansas
$210M +$5.85M +55,484 +3%
MML Investors Services
31
MML Investors Services
Massachusetts
$192M +$10.8M +102,801 +6%
Raymond James Financial
32
Raymond James Financial
Florida
$184M +$66.8M +633,905 +57%
Cetera Investment Advisers
33
Cetera Investment Advisers
Illinois
$170M -$1.58M -14,952 -0.9%
HighTower Advisors
34
HighTower Advisors
Illinois
$168M -$191K -1,815 -0.1%
SFA
35
Sequoia Financial Advisors
Ohio
$166M +$27.9M +264,260 +20%
Ameriprise
36
Ameriprise
Minnesota
$162M +$8.02M +76,031 +5%
Jones Financial Companies
37
Jones Financial Companies
Missouri
$159M -$608K -5,780 -0.4%
CIA
38
Choate Investment Advisors
Massachusetts
$136M +$2.33M +22,128 +2%
OCM
39
One Capital Management
California
$134M +$8.22M +77,977 +7%
S
40
SignatureFD
Georgia
$128M -$13.5M -128,105 -10%
CAPTRUST Financial Advisors
41
CAPTRUST Financial Advisors
North Carolina
$128M +$8.45M +80,133 +7%
Goldman Sachs
42
Goldman Sachs
New York
$126M +$8.68M +82,277 +7%
Citigroup
43
Citigroup
New York
$122M +$5.94M +56,337 +5%
Susquehanna International Group
44
Susquehanna International Group
Pennsylvania
$119M +$103M +976,434 +635%
AAS
45
Avantax Advisory Services
Texas
$114M -$8.55M -81,048 -7%
WANY
46
Wealthspire Advisors (New York)
New York
$109M +$47.4M +449,545 +77%
OFG
47
Oxford Financial Group
Indiana
$101M +$312K +2,961 +0.3%
EWA
48
EP Wealth Advisors
California
$100M -$10.7M -101,456 -10%
Truist Financial
49
Truist Financial
North Carolina
$96.5M -$27.7M -262,537 -22%
FWI
50
Facet Wealth Inc
Maryland
$91.1M -$70.1M -674,153 -43%