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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 %
SCM
601
Seascape Capital Management
New Hampshire
$2.08M +$390K +3,700 +23%
EFG
602
Ethos Financial Group
Pennsylvania
$2.06M -$11.2K -106 -0.5%
SYBT
603
Stock Yards Bank & Trust
Kentucky
$2.05M -$113K -1,074 -5%
PCA
604
Prosperity Capital Advisors
Ohio
$2.04M +$315K +2,986 +18%
CFA
605
Capstone Financial Advisors
Illinois
$2.04M -$6.01K -57 -0.3%
BBHC
606
Brown Brothers Harriman & Co
New York
$2.03M -$119K -1,124 -6%
TF
607
Theory Financial
Colorado
$2.03M -$1.21M -11,518 -37%
BCG
608
Breakwater Capital Group
New Jersey
$2.03M -$58.2K -552 -3%
JWS
609
Juncture Wealth Strategies
Arizona
$2.03M -$100K -953 -5%
FSG
610
Financial Strategies Group
Michigan
$2.01M +$87.3K +844 +5%
GWP
611
Gen-Wealth Partners
Michigan
$2.01M +$505K +4,791 +34%
TCM
612
TruNorth Capital Management
Michigan
$2M +$236K +2,239 +13%
FCA
613
Fortis Capital Advisors
Kansas
$2M +$1.78M +16,882 +814%
FA
614
FC Advisory
Pennsylvania
$1.99M +$62.7K +595 +3%
CIP
615
Cornerstone Investment Partners
Georgia
$1.98M +$870K +8,249 +78%
BFA
616
Beaumont Financial Advisors
Massachusetts
$1.98M -$392K -3,719 -17%
FTS
617
Fifth Third Securities
Ohio
$1.96M -$234K -2,217 -11%
PFA
618
Professional Financial Advisors
Nebraska
$1.95M +$145K +1,373 +8%
AWA
619
Arkadios Wealth Advisors
Georgia
$1.94M +$329K +3,122 +20%
CIM
620
Confluence Investment Management
Missouri
$1.94M +$834K +7,914 +75%
RIM
621
Redwood Investment Management
Arizona
$1.93M -$62.6K -594 -3%
ACP
622
Aveo Capital Partners
Colorado
$1.93M +$1.11M +10,622 +135%
SJGA
623
Stephen J. Garry & Associates
New York
$1.93M +$115K +1,090 +6%
MSFS
624
Main Street Financial Solutions
Pennsylvania
$1.93M +$32.4K +307 +2%
FWP
625
FAS Wealth Partners
Kansas
$1.92M +$168K +1,590 +10%