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iShares National Muni Bond ETF

1,514 hedge funds and large institutions have $34.4B invested in iShares National Muni Bond ETF in 2025 Q2 according to their latest regulatory filings, with 156 funds opening new positions, 551 increasing their positions, 640 reducing their positions, and 98 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,514
Holders Change
+30
Holders Change %
+2.02%
% of All Funds
20.29%
Holding in Top 10
105
Holding in Top 10 Change
-12
Holding in Top 10 Change %
-10.26%
% of All Funds
1.41%
New
156
Increased
551
Reduced
640
Closed
98
Calls
$593M
Puts
$226M
Net Calls
+$368M
Net Calls Change
+$736M
Name Holding Trade Value Shares
Change
Shares
Change %
BP
651
Ballentine Partners
Massachusetts
$1.8M +$567K +5,431 +46%
LWA
652
Lineweaver Wealth Advisors
Ohio
$1.79M +$178K +1,700 +11%
SW
653
SMART Wealth
Nebraska
$1.79M +$109K +1,044 +6%
RW
654
Regimen Wealth
Georgia
$1.79M -$19.8M -189,888 -92%
CIP
655
Cornerstone Investment Partners
Georgia
$1.79M -$181K -1,734 -9%
CA
656
Cannon Advisors
North Carolina
$1.78M +$23.5K +225 +1%
KWS
657
Keystone Wealth Services
California
$1.78M -$118K -1,126 -6%
FAM
658
Forte Asset Management
New York
$1.77M -$313K -2,998 -15%
MWM
659
Modern Wealth Management
Kansas
$1.76M +$484K +4,632 +38%
RPCA
660
Running Point Capital Advisors
California
$1.75M +$121K +1,161 +7%
GLLW
661
Graves Light Lenhart Wealth
Virginia
$1.74M +$724K +6,926 +71%
CCA
662
Checchi Capital Advisers
California
$1.73M -$832K -7,962 -32%
MCCA
663
Mill Creek Capital Advisors
Pennsylvania
$1.72M +$2.09K +20 +0.1%
RA
664
Riversedge Advisors
Delaware
$1.72M -$160K -1,527 -8%
CIA
665
Capital Investment Advisors
Georgia
$1.72M -$418 -4 -0%
CCG
666
Cypress Capital Group
Florida
$1.72M +$154K +1,470 +10%
HI
667
Harbour Investments
Wisconsin
$1.71M -$72.6K -695 -4%
CA
668
Clune & Associates
Illinois
$1.7M -$1.23M -11,779 -42%
BCG
669
Breakwater Capital Group
New Jersey
$1.68M -$326K -3,120 -16%
AIS
670
Accredited Investor Services
Minnesota
$1.68M +$84.2K +806 +5%
ST
671
Spinnaker Trust
Maine
$1.68M
JWS
672
Juncture Wealth Strategies
Arizona
$1.67M -$333K -3,190 -17%
CFO
673
Collective Family Office
Pennsylvania
$1.67M +$748K +7,159 +81%
COI
674
Connable Office Inc
Michigan
$1.67M +$1.13M +10,820 +209%
BWP
675
Bernardo Wealth Planning
Pennsylvania
$1.67M -$113K -1,079 -6%