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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 %
FF
651
Francis Financial
$1.72M -$3.8K -36 -0.2%
DADC
652
D.A. Davidson & Co
Montana
$1.72M +$462K +4,384 +37%
RWM
653
Reston Wealth Management
Virginia
$1.7M -$7.2M -68,265 -81%
DWT
654
Dorsey & Whitney Trust
South Dakota
$1.7M -$15.7K -149 -0.9%
SCM
655
SOL Capital Management
Maryland
$1.7M -$449K -4,257 -21%
SW
656
SMART Wealth
Nebraska
$1.69M +$156K +1,480 +10%
ST
657
Spinnaker Trust
Maine
$1.69M
UCB
658
United Community Bank
South Carolina
$1.67M
SFMG
659
Sage Financial Management Group
Virginia
$1.66M -$60.1K -570 -3%
JSW
660
Journey Strategic Wealth
New Jersey
$1.66M +$427K +4,052 +35%
CPP
661
Capasso Planning Partners
South Carolina
$1.65M +$38.7K +367 +2%
RPCA
662
Running Point Capital Advisors
California
$1.65M +$36.7K +348 +2%
SWM
663
Scissortail Wealth Management
Oklahoma
$1.64M -$209K -1,981 -11%
FWP
664
Forefront Wealth Partners
Texas
$1.64M -$333K -3,161 -17%
WPWM
665
Windward Private Wealth Management
Kansas
$1.64M
EAM
666
Evanson Asset Management
California
$1.63M +$1.63M +15,500 New
LWA
667
Lineweaver Wealth Advisors
Ohio
$1.63M +$132K +1,253 +9%
HBS
668
Howard Bailey Securities
Indiana
$1.63M -$87.4K -829 -5%
PPC
669
Park Place Capital
Alabama
$1.63M +$7.91K +75 +0.5%
AWM
670
Abound Wealth Management
Tennessee
$1.62M -$210K -1,990 -11%
AIS
671
Accredited Investor Services
Minnesota
$1.61M +$1.61M +15,292 New
UBV
672
United Bank (Virginia)
Virginia
$1.61M -$878K -8,324 -35%
GS
673
GTS Securities
New York
$1.61M +$1.61M +15,258 New
FNBOMD
674
First National Bank of Mount Dora
Florida
$1.61M
SWA
675
Sax Wealth Advisors
New Jersey
$1.6M -$341K -3,235 -18%