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iShares National Muni Bond ETF

1,513 hedge funds and large institutions have $34.4B invested in iShares National Muni Bond ETF in 2025 Q2 according to their latest regulatory filings, with 155 funds opening new positions, 551 increasing their positions, 640 reducing their positions, and 98 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,513
Holders Change
+29
Holders Change %
+1.95%
% of All Funds
20.28%
Holding in Top 10
105
Holding in Top 10 Change
-12
Holding in Top 10 Change %
-10.26%
% of All Funds
1.41%
New
155
Increased
551
Reduced
640
Closed
98
Calls
$593M
Puts
$226M
Net Calls
+$368M
Net Calls Change
+$736M
Name Holding Trade Value Shares
Change
Shares
Change %
BAAM
501
Baker Avenue Asset Management
California
$3.19M -$350K -3,351 -10%
ZBNA
502
Zions Bancorporation, National Association
Utah
$3.19M +$2.44M +23,376 +327%
BFG
503
Bleakley Financial Group
New Jersey
$3.17M -$909K -8,704 -22%
BMCM
504
Bryn Mawr Capital Management
Pennsylvania
$3.14M +$725K +6,942 +30%
IC
505
IEQ Capital
California
$3.12M +$1.04M +9,995 +50%
TWM
506
Trinity Wealth Management
Pennsylvania
$3.09M -$2.96M -28,312 -49%
PCIG
507
Partners Capital Investment Group
Massachusetts
$3.05M -$6.52M -62,412 -68%
DWT
508
Dorsey & Whitney Trust
South Dakota
$3.05M +$1.36M +13,051 +81%
SW
509
SteelPeak Wealth
California
$3.05M -$165K -1,582 -5%
SF
510
Symphony Financial
Texas
$3.04M +$58.6K +539 +2%
WF
511
Wayfinding Financial
Washington
$3.03M +$427K +4,100 +16%
FWM
512
FFT Wealth Management
Pennsylvania
$3.01M -$3.27M -31,405 -52%
GCM
513
Graver Capital Management
Ohio
$3.01M +$94K +900 +3%
PA
514
Parallel Advisors
California
$3.01M +$542K +5,190 +22%
SA
515
Sincerus Advisory
New York
$3M -$676K -6,523 -18%
QCM
516
Quantinno Capital Management
New York
$2.98M -$97.3K -931 -3%
MWM
517
McNaughton Wealth Management
California
$2.93M +$761K +7,283 +35%
CCM
518
Crabel Capital Management
California
$2.93M +$2.93M +28,063 New
CFS
519
Cannon Financial Strategists
Georgia
$2.91M -$3.92M -37,481 -57%
WA
520
Wealth Alliance
New York
$2.88M +$747K +7,146 +35%
LFAS
521
Level Four Advisory Services
Texas
$2.86M -$777K -7,438 -21%
MHR
522
Matthew Hamilton Rosenberg
$2.86M -$710K -6,800 -20%
WFPG
523
Waller Financial Planning Group
Ohio
$2.84M +$62.2K +595 +2%
FWA
524
FSM Wealth Advisors
Ohio
$2.8M -$4.87M -46,683 -63%
WPWM
525
Windward Private Wealth Management
Kansas
$2.79M +$1.17M +11,220 +72%