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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
SC
551
Stephenson & Company
California
$2.63M
SCA
552
Snowden Capital Advisors
New York
$2.62M +$105 +1 +0%
HCM
553
Hengehold Capital Management
Ohio
$2.59M +$101K +968 +4%
FSG
554
Financial Strategies Group
Michigan
$2.57M +$37.2K +355 +1%
FI
555
Financial Insights
Washington
$2.57M -$781K -7,467 -24%
FCA
556
Fortis Capital Advisors
Kansas
$2.57M +$182K +1,743 +8%
CMAI
557
Capital Management Associates Inc
Minnesota
$2.56M -$1.14M -10,875 -31%
IWM
558
IHT Wealth Management
Illinois
$2.55M -$265K -2,532 -10%
Allspring Global Investments
559
Allspring Global Investments
North Carolina
$2.55M -$8.68M -82,933 -78%
WLIM
560
White Lighthouse Investment Management
Massachusetts
$2.54M -$125K -1,198 -5%
BMCM
561
Bryn Mawr Capital Management
Pennsylvania
$2.53M -$660K -6,302 -21%
MA
562
MCF Advisors
Kentucky
$2.52M
USCWA
563
U.S. Capital Wealth Advisors
Texas
$2.51M +$122K +1,164 +5%
IC
564
IEQ Capital
California
$2.49M -$674K -6,437 -22%
CWS
565
Cypress Wealth Services
California
$2.48M -$40.3K -385 -2%
RIM
566
Redwood Investment Management
Arizona
$2.48M +$186K +1,773 +8%
DCM
567
Donaldson Capital Management
Indiana
$2.47M +$1.68M +16,037 +225%
PP
568
Prosperity Planning
Missouri
$2.46M
CFC
569
Client First Capital
California
$2.46M
PSA
570
Plum Street Advisors
Louisiana
$2.44M +$85.7K +819 +4%
SWIM
571
Smallwood Wealth Investment Management
New Jersey
$2.44M -$309K -2,951 -11%
CIM
572
Confluence Investment Management
Missouri
$2.43M -$3.68M -35,196 -61%
SHJ
573
Sharkey, Howes & Javer
Colorado
$2.43M +$94.5K +903 +4%
IA
574
IFG Advisors
Missouri
$2.41M +$220K +2,100 +10%
SWA
575
Safir Wealth Advisors
New Hampshire
$2.41M -$346K -3,310 -13%