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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
JWS
701
Juncture Wealth Strategies
Arizona
$1.6M -$108K -1,030 -6%
PTC
702
Private Trust Company
Ohio
$1.59M -$334K -3,194 -18%
AFG
703
ABLE Financial Group
Arizona
$1.59M -$1.11M -10,601 -42%
MCCA
704
Mill Creek Capital Advisors
Pennsylvania
$1.58M -$170K -1,627 -10%
SGFG
705
Silver Grove Financial Group
New York
$1.58M +$1.55M +14,844 New
CWM
706
Cranbrook Wealth Management
Michigan
$1.58M
IAS
707
Integrity Advisory Solutions
Texas
$1.57M +$1.54M +14,757 New
M1FG
708
Mach-1 Financial Group
Arkansas
$1.57M +$1.54M +14,757 New
BMWS
709
Brady Martz Wealth Solutions
North Dakota
$1.57M -$34K -325 -2%
MFG
710
Midwest Financial Group
Kansas
$1.55M +$30.2K +289 +2%
MFGP
711
Marshall Financial Group (Pennsylvania)
Pennsylvania
$1.54M +$158K +1,514 +12%
CW
712
Cooksen Wealth
Texas
$1.53M +$220K +2,101 +17%
SCG
713
Sonata Capital Group
Washington
$1.52M -$7.85K -75 -0.5%
CCG
714
Cypress Capital Group
Florida
$1.51M -$233K -2,231 -14%
UB
715
Umpqua Bank
Oregon
$1.5M -$526K -5,025 -26%
SWP
716
Strategic Wealth Partners
Ohio
$1.5M +$1.15M +11,006 +357%
KNFPWM
717
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$1.49M +$456K +4,359 +45%
UAG
718
United Advisor Group
Ohio
$1.49M +$32.4K +310 +2%
TC
719
Tenret Company
Florida
$1.49M +$36.1K +345 +3%
BFG
720
Birch Financial Group
New Hampshire
$1.47M +$214K +2,049 +17%
RIG
721
RiverFront Investment Group
Virginia
$1.47M
GSWM
722
Greenup Street Wealth Management
Michigan
$1.47M +$461K +4,407 +47%
FNBOMD
723
First National Bank of Mount Dora
Florida
$1.46M -$39.1K -374 -3%
MPM
724
Meritage Portfolio Management
Kansas
$1.46M -$13.8K -132 -1%
AFP
725
Ausdal Financial Partners
Iowa
$1.46M +$52.2K +499 +4%