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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
SHWA
651
Safe Harbor Wealth Advisors
Ohio
$2.06M +$2.04M +19,031 New
SG
652
StoneX Group
New York
$2.06M +$763K +7,127 +59%
SC
653
Sykon Capital
New York
$2.05M +$1.36M +12,665 +194%
LIA
654
LifePlan Investment Advisors
North Carolina
$2.04M +$127K +1,188 +7%
LBC
655
Lowe Brockenbrough & Co
Virginia
$2.04M +$124K +1,154 +6%
AF
656
Advisornet Financial
Minnesota
$2.03M +$137K +1,281 +7%
HSG
657
Helen Stephens Group
Texas
$2.03M -$44.8K -418 -2%
MWP
658
Madison Wealth Partners
Wisconsin
$2M -$54.9K -513 -3%
KL
659
KWMG LLC
Kansas
$2M -$283K -2,643 -12%
KNFPWM
660
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$2M +$498K +4,655 +33%
RPCA
661
Running Point Capital Advisors
California
$1.97M +$101K +944 +5%
CWM
662
Calamos Wealth Management
Illinois
$1.97M +$1.39M +13,027 +243%
GWM
663
Grand Wealth Management
Michigan
$1.95M +$20.8K +194 +1%
LSA
664
Lansing Street Advisors
Pennsylvania
$1.94M -$69.5K -649 -3%
CA
665
Claro Advisors
Massachusetts
$1.94M +$255K +2,383 +15%
SFG
666
Sage Financial Group
Pennsylvania
$1.94M -$214K -2,003 -10%
BP
667
Ballentine Partners
Massachusetts
$1.93M +$72.2K +674 +4%
SWIM
668
Smallwood Wealth Investment Management
New Jersey
$1.92M -$533K -4,974 -22%
NL
669
NDWM LLC
California
$1.91M -$120K -1,119 -6%
TGAM
670
TBH Global Asset Management
Tennessee
$1.91M -$16.3K -152 -0.8%
SI
671
Stephens Inc
Arkansas
$1.9M -$3.1M -28,986 -62%
SIM
672
Synergy Investment Management
Florida
$1.89M +$134K +1,253 +8%
MC
673
Matters Capital
Florida
$1.89M +$1.89M +17,680 New
PA
674
Pinnacle Associates
New York
$1.88M +$148K +1,383 +9%
FWA
675
FSM Wealth Advisors
Ohio
$1.88M -$389K -3,637 -17%