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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 %
PSCM
576
Per Stirling Capital Management
Texas
$2.21M -$1.13M -10,752 -34%
SIM
577
Synergy Investment Management
Florida
$2.21M -$63.9K -606 -3%
JJBC
578
James J. Burns & Company
New York
$2.2M +$37K +351 +2%
MWM
579
McNaughton Wealth Management
California
$2.19M -$323K -3,064 -13%
SP
580
SWS Partners
Ohio
$2.19M -$579K -5,487 -21%
GSIAS
581
Garden State Investment Advisory Services
New Jersey
$2.18M -$243K -2,302 -10%
VWA
582
Visionary Wealth Advisors
Illinois
$2.17M +$54.4K +516 +3%
PTC
583
Philadelphia Trust Company
Pennsylvania
$2.17M
NFP
584
Narus Financial Partners
Utah
$2.16M -$138K -1,308 -6%
JFG
585
Jefferies Financial Group
New York
$2.16M +$54.1K +513 +3%
FGWP
586
Founders Grove Wealth Partners
Virginia
$2.16M +$353K +3,346 +20%
WA
587
Wealth Alliance
New York
$2.15M -$667K -6,324 -24%
CGL
588
Clarius Group LLC
Washington
$2.15M -$1.31M -12,403 -38%
APW
589
Acima Private Wealth
Virginia
$2.15M +$80.3K +762 +4%
SFO
590
Stokes Family Office
Louisiana
$2.13M +$370K +3,505 +21%
GWM
591
Grand Wealth Management
Michigan
$2.13M -$61.1K -579 -3%
MCC
592
Money Concepts Capital
Florida
$2.11M -$118K -1,115 -5%
IA
593
IFG Advisors
Missouri
$2.11M +$487K +4,615 +30%
FAM
594
Forte Asset Management
New York
$2.1M -$331K -3,136 -14%
MWM
595
Maridea Wealth Management
New York
$2.1M -$130K -1,236 -6%
IA
596
IFG Advisory
Georgia
$2.1M +$270K +2,557 +15%
SWA
597
Strategies Wealth Advisors
Michigan
$2.1M -$22.1K -210 -1%
IC
598
IEQ Capital
California
$2.09M +$1.78M +16,886 +567%
CCM
599
Cambridge Capital Management
Illinois
$2.09M -$46.8K -444 -2%
SHJ
600
Sharkey, Howes & Javer
Colorado
$2.09M -$316K -3,001 -13%