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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
AF
651
Advisornet Financial
Minnesota
$1.88M -$295K -2,815 -14%
RPCA
652
Running Point Capital Advisors
California
$1.86M +$74.9K +716 +4%
DC
653
Dorval Corp
Minnesota
$1.85M +$195K +1,868 +12%
BP
654
Ballentine Partners
Massachusetts
$1.84M +$6.8K +65 +0.4%
RW
655
Regimen Wealth
Georgia
$1.83M +$14.2K +136 +0.8%
PCS
656
Private Client Services
Kentucky
$1.82M +$686K +6,557 +62%
MSFS
657
Main Street Financial Solutions
Pennsylvania
$1.82M -$229K -2,189 -11%
IFG
658
Independent Financial Group
California
$1.81M +$201K +1,918 +13%
CIA
659
Capital Investment Advisors
Georgia
$1.81M +$53.8K +514 +3%
JWCA
660
J.W. Cole Advisors
Florida
$1.81M +$235K +2,248 +15%
KWS
661
Keystone Wealth Services
California
$1.8M -$10.4K -99 -0.6%
BWP
662
Bernardo Wealth Planning
Pennsylvania
$1.79M +$85.1K +813 +5%
EFN
663
Equita Financial Network
Pennsylvania
$1.79M -$127K -1,218 -7%
SCM
664
SOL Capital Management
Maryland
$1.78M -$311K -2,975 -15%
CA
665
CV Advisors
Florida
$1.78M +$198K +1,888 +13%
FAM
666
Forte Asset Management
New York
$1.78M -$26.4K -252 -1%
RWS
667
Retirement Wealth Solutions
Wisconsin
$1.77M -$469K -4,479 -21%
AIM
668
Alhambra Investment Management
Florida
$1.77M -$559K -5,341 -24%
GLLW
669
Graves Light Lenhart Wealth
Virginia
$1.76M -$11.3K -108 -0.6%
CIP
670
Cornerstone Investment Partners
Georgia
$1.76M -$58K -554 -3%
SFP
671
Sterling Financial Planning
New Jersey
$1.76M -$81.2K -776 -4%
CFO
672
Collective Family Office
Pennsylvania
$1.75M +$46.4K +443 +3%
SIM
673
Synergy Investment Management
Florida
$1.75M +$528K +5,046 +44%
WCFP
674
White & Co Financial Planning
Washington
$1.75M +$136K +1,302 +9%
SJGA
675
Stephen J. Garry & Associates
New York
$1.75M -$178K -1,700 -9%