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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 %
JGCM
476
Joseph Group Capital Management
Ohio
$3.5M -$458K -4,345 -12%
SFG
477
SevenBridge Financial Group
Pennsylvania
$3.47M -$458K -4,393 -12%
MLA
478
My Legacy Advisors
Oregon
$3.43M -$660K -6,261 -16%
CIA
479
Concurrent Investment Advisors
Florida
$3.42M +$1.02M +9,700 +43%
TFG
480
Tilson Financial Group
New Jersey
$3.4M +$119K +1,129 +4%
WS
481
Wedbush Securities
California
$3.39M +$591K +5,607 +21%
STFP
482
Signal Tree Financial Partners
Ohio
$3.36M +$188K +1,781 +6%
FI
483
Financial Insights
Washington
$3.34M -$198K -1,876 -6%
LFP
484
Leeward Financial Partners
Washington
$3.33M +$94.5K +896 +3%
WIM
485
Westside Investment Management
California
$3.32M +$337K +3,193 +11%
TCM
486
Tassel Capital Management
North Carolina
$3.31M -$3.69K -35 -0.1%
MAWA
487
Moss Adams Wealth Advisors
Washington
$3.3M -$5.53M -52,441 -63%
BEI
488
Benjamin Edwards Inc
Missouri
$3.3M -$43.5K -413 -1%
FIA
489
Foundations Investment Advisors
Arizona
$3.25M +$522K +4,955 +19%
BTI
490
Blue Trust Inc
Georgia
$3.25M +$2.9M +27,512 +829%
SW
491
SteelPeak Wealth
California
$3.24M +$26.9K +255 +0.8%
GWA
492
Gutierrez Wealth Advisory
Arkansas
$3.24M +$19K +180 +0.6%
BHWM
493
Beaird Harris Wealth Management
Texas
$3.22M -$1.01M -9,578 -24%
TWM
494
Thrive Wealth Management
Pennsylvania
$3.21M +$44.2K +419 +1%
JAA
495
Joel Adams & Associates
North Carolina
$3.19M -$66.3K -629 -2%
OAP
496
One Advisory Partners
Kansas
$3.18M -$1.03M -9,780 -24%
AF
497
Apollon Financial
South Carolina
$3.17M -$54.9K -521 -2%
DAS
498
Dynamic Advisor Solutions
Arizona
$3.16M -$240K -2,279 -7%
MFG
499
MidWestOne Financial Group
Iowa
$3.14M -$5.91K -56 -0.2%
PCG
500
Prosperity Consulting Group
Maryland
$3.11M -$1.32M -12,566 -30%