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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
FWA
601
FSM Wealth Advisors
Ohio
$2.26M -$592K -5,659 -21%
CWA
602
Canvas Wealth Advisors
Kansas
$2.25M +$308K +2,942 +16%
CT
603
Coastline Trust
Rhode Island
$2.23M +$1.8M +17,200 +462%
SP
604
SWS Partners
Ohio
$2.23M +$10.4K +99 +0.5%
PSCM
605
Per Stirling Capital Management
Texas
$2.22M -$10.4K -99 -0.5%
HBS
606
Howard Bailey Securities
Indiana
$2.22M -$25.7K -246 -1%
CPG
607
Cornerstone Planning Group
New Jersey
$2.22M +$2.06M +19,679 +1,933%
MWM
608
MY Wealth Management
Maryland
$2.2M -$942 -9 -0%
CPSC
609
Carl P. Sherr & Co
Massachusetts
$2.2M +$1.11M +10,606 +106%
PFA
610
Professional Financial Advisors
Nebraska
$2.2M +$135K +1,290 +7%
PTC
611
Philadelphia Trust Company
Pennsylvania
$2.19M
AF
612
Apollon Financial
South Carolina
$2.18M -$76.4K -730 -3%
CA
613
Crumly & Associates
Illinois
$2.17M +$1.03M +9,804 +93%
KeyBank National Association
614
KeyBank National Association
Ohio
$2.16M -$1.09M -10,411 -34%
FIBT
615
First International Bank & Trust
North Dakota
$2.15M +$20.9K +200 +1%
MCM
616
MAI Capital Management
Ohio
$2.15M -$145K -1,384 -6%
SFG
617
Sage Financial Group
Pennsylvania
$2.14M +$191K +1,821 +10%
MWM
618
Maridea Wealth Management
New York
$2.13M +$158K +1,513 +8%
MCC
619
Money Concepts Capital
Florida
$2.13M -$2.93K -28 -0.1%
AWM
620
Accurate Wealth Management
Florida
$2.11M -$193K -1,840 -9%
PWM
621
Power Wealth Management
Georgia
$2.1M -$427K -4,083 -17%
KPP
622
Kings Path Partners
Texas
$2.1M +$205K +1,963 +11%
DA
623
Detalus Advisors
Missouri
$2.1M -$428K -4,086 -17%
PAMG
624
Patton Albertson Miller Group
Tennessee
$2.08M -$26.2K -250 -1%
TCBWMS
625
Texas Capital Bank Wealth Management Services
Texas
$2.08M +$643K +6,142 +46%