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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 %
SWG
501
Summit Wealth Group
Vermont
$3.11M +$892K +8,461 +40%
QCM
502
Quantinno Capital Management
New York
$3.1M +$169K +1,601 +6%
CAG
503
Csenge Advisory Group
Florida
$3.07M -$906K -8,742 -23%
SAM
504
Strive Asset Management
Ohio
$3.07M +$809K +7,676 +36%
MMA
505
Miracle Mile Advisors
California
$3.05M -$639K -6,064 -17%
PAMG
506
Patton Albertson Miller Group
Tennessee
$3.01M -$6.85K -65 -0.2%
KeyBank National Association
507
KeyBank National Association
Ohio
$3.01M -$105K -996 -3%
CA
508
Clune & Associates
Illinois
$2.96M +$31.1K +295 +1%
PP
509
Prosperity Planning
Missouri
$2.95M -$2.97M
GCM
510
Graver Capital Management
Ohio
$2.94M +$247K +2,347 +9%
HWM
511
Hohimer Wealth Management
Washington
$2.94M -$1.31M -12,456 -31%
GG
512
GenWealth Group
New Jersey
$2.93M +$2.93M +27,779 New
BAM
513
Belpointe Asset Management
Nevada
$2.93M +$2.42M +22,931 +476%
FIBT
514
First International Bank & Trust
North Dakota
$2.89M +$223K +2,119 +8%
AWMNH
515
Arcadia Wealth Management (New Hampshire)
New Hampshire
$2.88M +$11.6K +110 +0.4%
KL
516
KWMG LLC
Kansas
$2.86M +$50.2K +476 +2%
SF
517
Symphony Financial
Texas
$2.83M -$876K -8,497 -24%
GAG
518
Goodman Advisory Group
Massachusetts
$2.82M +$2.82M +26,791 New
SWM
519
SigFig Wealth Management
California
$2.82M +$225K +2,125 +9%
SWIM
520
Smallwood Wealth Investment Management
New Jersey
$2.81M +$105 +1 +0%
WFPG
521
Waller Financial Planning Group
Ohio
$2.81M +$36.3K +344 +1%
IWM
522
IHT Wealth Management
Illinois
$2.8M -$81.2K -770 -3%
SIAP
523
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$2.79M
SWA
524
Safir Wealth Advisors
New Hampshire
$2.79M +$726K +6,890 +35%
AP
525
Americana Partners
Texas
$2.78M