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iShares National Muni Bond ETF

1,524 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 117 funds opening new positions, 661 increasing their positions, 569 reducing their positions, and 93 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less funds holding

Funds holding:

1% less capital invested

Capital invested by funds: $34.4B → $34.3B (-$196M)

3.49% less ownership

Funds ownership: 89.16%85.68% (-3.5%)

10% less funds holding in top 10

Funds holding in top 10: 10695 (-11)

Holders
1,524
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
95
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$526M
Puts
$347M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SP
601
SWS Partners
Ohio
$2.23M
PSCM
602
Per Stirling Capital Management
Texas
$2.22M
CPG
603
Cornerstone Planning Group
New Jersey
$2.22M
MWM
604
MY Wealth Management
Maryland
$2.2M
CPSC
605
Carl P. Sherr & Co
Massachusetts
$2.2M
PFA
606
Professional Financial Advisors
Nebraska
$2.2M
PTC
607
Philadelphia Trust Company
Pennsylvania
$2.19M
AF
608
Apollon Financial
South Carolina
$2.18M
CA
609
Crumly & Associates
Illinois
$2.17M
KeyBank National Association
610
KeyBank National Association
Ohio
$2.16M
FIBT
611
First International Bank & Trust
North Dakota
$2.15M
MCM
612
MAI Capital Management
Ohio
$2.15M
SFG
613
Sage Financial Group
Pennsylvania
$2.14M
MWM
614
Maridea Wealth Management
New York
$2.13M
MCC
615
Money Concepts Capital
Florida
$2.13M
AWM
616
Accurate Wealth Management
Florida
$2.11M
PWM
617
Power Wealth Management
Georgia
$2.1M
DA
618
Detalus Advisors
Missouri
$2.1M
PAMG
619
Patton Albertson Miller Group
Tennessee
$2.08M
TCBWMS
620
Texas Capital Bank Wealth Management Services
Texas
$2.08M
TF
621
Theory Financial
Colorado
$2.07M
CCA
622
Checchi Capital Advisers
California
$2.06M
HSG
623
Helen Stephens Group
Texas
$2.06M
MWP
624
Madison Wealth Partners
Wisconsin
$2.05M
SWM
625
SigFig Wealth Management
California
$2.04M