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iShares National Muni Bond ETF

1,625 hedge funds and large institutions have $36.1B invested in iShares National Muni Bond ETF in 2025 Q4 according to their latest regulatory filings, with 219 funds opening new positions, 771 increasing their positions, 449 reducing their positions, and 91 closing their positions.

New
Increased
Maintained
Reduced
Closed

141% more first-time investments, than exits

New positions opened: 219 | Existing positions closed: 91

72% more repeat investments, than reductions

Existing positions increased: 771 | Existing positions reduced: 449

6% more funds holding

Funds holding: 1,5341,625 (+91)

5% more capital invested

Capital invested by funds: $34.3B → $36.1B (+$1.86B)

5% more funds holding in top 10

Funds holding in top 10: 95100 (+5)

1.17% more ownership

Funds ownership: 85.71%86.88% (+1.2%)

6% less call options, than puts

Call options by funds: $266M | Put options by funds: $284M

Holders
1,625
Holders Change
+91
Holders Change %
+5.93%
% of All Funds
19.77%
Holding in Top 10
100
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+5.26%
% of All Funds
1.22%
New
219
Increased
771
Reduced
449
Closed
91
Calls
$266M
Puts
$284M
Net Calls
-$17.5M
Net Calls Change
-$197M
Name Holding Trade Value Shares
Change
Change in
Stake
CFP
476
Cascade Financial Partners
California
$3.75M -$213K -1,985 -5%
ERIC
477
Eagle Rock Investment Company
Georgia
$3.73M +$230K +2,144 +7%
SFG
478
SevenBridge Financial Group
Pennsylvania
$3.71M +$309K +2,884 +9%
BFG
479
Bleakley Financial Group
New Jersey
$3.7M +$886K +8,279 +32%
LFG
480
Larson Financial Group
Missouri
$3.68M +$699K +6,529 +23%
MCM
481
MAI Capital Management
Ohio
$3.67M +$1.5M +14,036 +70%
CAWM
482
Capital Advisors Wealth Management
Washington
$3.67M -$1.02M -9,529 -22%
CPIG
483
Chicago Partners Investment Group
Illinois
$3.65M -$444K -4,144 -11%
TWM
484
Thrive Wealth Management
Pennsylvania
$3.64M +$12.6K +118 +0.3%
VWM
485
Venturi Wealth Management
Texas
$3.6M +$292K +2,727 +9%
TWM
486
Topsail Wealth Management
North Carolina
$3.6M +$9.74K +91 +0.3%
SW
487
SteelPeak Wealth
California
$3.59M +$712K +6,654 +25%
MB
488
MidFirst Bank
Oklahoma
$3.56M +$3.56M +33,282 New
IWP
489
Insight Wealth Partners
Texas
$3.54M +$154K +1,435 +5%
IA
490
IFP Advisors
Florida
$3.53M +$186K +1,733 +6%
CPP
491
Capasso Planning Partners
South Carolina
$3.49M +$2.31M +21,544 +196%
CIAS
492
CFS Investment Advisory Services
New Jersey
$3.47M +$19.3K +180 +0.6%
CSP
493
Cary Street Partners
Virginia
$3.42M +$432K +4,035 +14%
JC
494
JB Capital
Connecticut
$3.39M +$577K +5,390 +21%
SF
495
Symphony Financial
Texas
$3.38M +$211K +1,967 +7%
WS
496
Wedbush Securities
California
$3.37M +$148K +1,378 +5%
SMA
497
Seven Mile Advisory
New Jersey
$3.37M
LFWA
498
LiftPoint Family Wealth Advisors
New Jersey
$3.35M +$3.35M +31,313 New
PCIG
499
Partners Capital Investment Group
Massachusetts
$3.32M +$35K +327 +1%
FF
500
Francis Financial
$3.31M +$559K +5,223 +20%