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iShares National Muni Bond ETF

1,627 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 220 funds opening new positions, 772 increasing their positions, 449 reducing their positions, and 91 closing their positions.

New
Increased
Maintained
Reduced
Closed

142% more first-time investments, than exits

New positions opened: 220 | Existing positions closed: 91

72% more repeat investments, than reductions

Existing positions increased: 772 | Existing positions reduced: 449

6% more funds holding

Funds holding: 1,5341,627 (+93)

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
1,627
Holders Change
+93
Holders Change %
+6.06%
% of All Funds
19.79%
Holding in Top 10
100
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+5.26%
% of All Funds
1.22%
New
220
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
SP
676
Sequent Planning
Nebraska
$1.88M +$479K +4,471 +34%
SCM
677
Saxony Capital Management
Missouri
$1.88M +$1.88M +17,529 New
FHA
678
Flagship Harbor Advisors
Massachusetts
$1.88M -$158K -1,477 -8%
MFG
679
Midwest Financial Group
Kansas
$1.88M +$315K +2,938 +20%
AIM
680
Alhambra Investment Management
Florida
$1.86M +$83.4K +779 +5%
RW
681
Regimen Wealth
Georgia
$1.86M +$19.1K +178 +1%
PP
682
Pearl Planning
Michigan
$1.86M +$1.86M +17,348 New
MWM
683
MY Wealth Management
Maryland
$1.84M -$372K -3,479 -17%
MSFS
684
Main Street Financial Solutions
Pennsylvania
$1.82M -$11.7K -109 -0.6%
CIA
685
Capital Investment Advisors
Georgia
$1.82M -$428 -4 -0%
TC
686
Tenret Company
Florida
$1.8M +$300K +2,800 +20%
JWCA
687
J.W. Cole Advisors
Florida
$1.79M +$227K +2,122 +13%
FAM
688
Forte Asset Management
New York
$1.78M -$4.28K -40 -0.2%
FPGK
689
Financial Partners Group (Kansas)
Kansas
$1.77M +$448K +4,184 +34%
GLLW
690
Graves Light Lenhart Wealth
Virginia
$1.77M
RWS
691
Retirement Wealth Solutions
Wisconsin
$1.77M -$17.3K -162 -1%
MWM
692
Meridian Wealth Management
Kentucky
$1.77M +$336K +3,142 +24%
WCFP
693
White & Co Financial Planning
Washington
$1.76M
SFP
694
Sterling Financial Planning
New Jersey
$1.75M -$15.8K -148 -0.9%
EFN
695
Equita Financial Network
Pennsylvania
$1.75M -$48.7K -455 -3%
PCA
696
Prosperity Capital Advisors
Ohio
$1.75M +$131K +1,223 +8%
CIP
697
Cornerstone Investment Partners
Georgia
$1.75M -$24.7K -231 -1%
GWANC
698
Guardian Wealth Advisors (North Carolina)
North Carolina
$1.75M +$103K +964 +6%
BCG
699
Breakwater Capital Group
New Jersey
$1.74M +$8.14K +76 +0.5%
KWS
700
Keystone Wealth Services
California
$1.73M -$77.6K -725 -4%