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iShares National Muni Bond ETF

1,626 hedge funds and large institutions have $36.1B invested in iShares National Muni Bond ETF in 2025 Q4 according to their latest regulatory filings, with 219 funds opening new positions, 772 increasing their positions, 449 reducing their positions, and 91 closing their positions.

New
Increased
Maintained
Reduced
Closed

141% more first-time investments, than exits

New positions opened: 219 | Existing positions closed: 91

72% more repeat investments, than reductions

Existing positions increased: 772 | Existing positions reduced: 449

6% more funds holding

Funds holding: 1,5341,626 (+92)

5% more capital invested

Capital invested by funds: $34.3B → $36.1B (+$1.86B)

5% more funds holding in top 10

Funds holding in top 10: 95100 (+5)

1.18% more ownership

Funds ownership: 85.71%86.89% (+1.2%)

6% less call options, than puts

Call options by funds: $266M | Put options by funds: $284M

Holders
1,626
Holders Change
+92
Holders Change %
+6%
% of All Funds
19.78%
Holding in Top 10
100
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+5.26%
% of All Funds
1.22%
New
219
Increased
772
Reduced
449
Closed
91
Calls
$266M
Puts
$284M
Net Calls
-$17.5M
Net Calls Change
-$197M
Name Holding Trade Value Shares
Change
Change in
Stake
IP
601
Investment Partners
Ohio
$2.41M -$664K -6,201 -22%
PA
602
Procyon Advisors
Connecticut
$2.41M +$71K +663 +3%
Simplex Trading
603
Simplex Trading
Illinois
$2.4M +$2.4M +22,387 New
IAA
604
Independent Advisor Alliance
North Carolina
$2.4M +$51.5K +481 +2%
TF
605
Theory Financial
Colorado
$2.39M +$307K +2,870 +15%
APW
606
Acima Private Wealth
Virginia
$2.37M +$20K +187 +0.9%
CB
607
Centennial Bank
Arkansas
$2.37M +$430K +4,016 +22%
CA
608
CV Advisors
Florida
$2.34M +$548K +5,115 +31%
DLCIG
609
D.L. Carlson Investment Group
New Hampshire
$2.33M -$5.12M -47,836 -69%
HBS
610
Howard Bailey Securities
Indiana
$2.33M +$93.8K +876 +4%
PCS
611
Private Client Services
Kentucky
$2.32M +$490K +4,579 +27%
JIR
612
James Investment Research
Ohio
$2.32M
AAS
613
Ameritas Advisory Services
Nebraska
$2.32M +$2.15M +20,076 +1,294%
OC
614
Opal Capital
Florida
$2.31M +$3.26M +30,487 New
MWC
615
MKD Wealth Coaches
Michigan
$2.3M +$15.2K +142 +0.7%
PFA
616
Professional Financial Advisors
Nebraska
$2.28M +$73.1K +683 +3%
PSCM
617
Per Stirling Capital Management
Texas
$2.26M +$22.1K +206 +1%
SP
618
SWS Partners
Ohio
$2.25M +$20.3M +189,383 +906%
CPG
619
Cornerstone Planning Group
New Jersey
$2.25M +$16.9K +158 +0.8%
SW
620
SMART Wealth
Nebraska
$2.24M +$288K +2,691 +15%
KPP
621
Kings Path Partners
Texas
$2.23M +$124K +1,157 +6%
CPSC
622
Carl P. Sherr & Co
Massachusetts
$2.23M
LWA
623
Lineweaver Wealth Advisors
Ohio
$2.23M +$282K +2,631 +15%
SIG
624
Spinnaker Investment Group
California
$2.21M +$973K +9,085 +78%
ZAM
625
Zevin Asset Management
Massachusetts
$2.2M +$2.2M +20,576 New