We are live on ! Find out more
MUB icon

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
WTC
476
WhitTier Trust Company
Nevada
$3.44M -$196K -1,876 -5%
BFA
477
Blueprint Financial Advisors
North Carolina
$3.44M +$177K +1,691 +6%
SFG
478
SevenBridge Financial Group
Pennsylvania
$3.39M +$67.3K +643 +2%
CFD
479
Creative Financial Designs
Indiana
$3.38M -$650K -6,212 -16%
FHC
480
First Horizon Corporation
Tennessee
$3.36M +$3.31M +31,597 New
BAAM
481
Baker Avenue Asset Management
California
$3.36M +$107K +1,020 +3%
IWP
482
Insight Wealth Partners
Texas
$3.36M +$533K +5,093 +19%
TWM
483
Trinity Wealth Management
Pennsylvania
$3.36M +$206K +1,972 +7%
SMA
484
Seven Mile Advisory
New Jersey
$3.35M +$3.29M +31,422 New
IA
485
IFP Advisors
Florida
$3.33M +$685K +6,546 +26%
JGCM
486
Joseph Group Capital Management
Ohio
$3.32M +$12.5K +119 +0.4%
SWA
487
Sax Wealth Advisors
New Jersey
$3.29M +$1.03M +9,797 +46%
VWM
488
Venturi Wealth Management
Texas
$3.29M +$645K +6,162 +25%
AWM
489
Apollon Wealth Management
South Carolina
$3.27M -$374K -3,571 -10%
PCIG
490
Partners Capital Investment Group
Massachusetts
$3.26M +$148K +1,410 +5%
PA
491
Parallel Advisors
California
$3.24M +$175K +1,672 +6%
Lazard Asset Management
492
Lazard Asset Management
New York
$3.22M +$3.16M +30,228 New
WS
493
Wedbush Securities
California
$3.2M -$206K -1,967 -6%
CG
494
Clifford Group
Massachusetts
$3.19M -$1.37M -13,125 -30%
AIM
495
AHL Investment Management
Florida
$3.19M +$515K +4,925 +20%
FFM
496
Flagstone Financial Management
Nebraska
$3.17M +$1.16M +11,129 +60%
JAA
497
Joel Adams & Associates
North Carolina
$3.16M +$590K +5,637 +23%
SAM
498
Smartleaf Asset Management
Massachusetts
$3.15M +$1.45M +13,865 +88%
MWM
499
McNaughton Wealth Management
California
$3.15M +$158K +1,509 +5%
SF
500
Symphony Financial
Texas
$3.15M +$161K +1,538 +5%