MUB icon

iShares National Muni Bond ETF

1,508 hedge funds and large institutions have $34.1B invested in iShares National Muni Bond ETF in 2025 Q3 according to their latest regulatory filings, with 116 funds opening new positions, 653 increasing their positions, 564 reducing their positions, and 91 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,508
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
93
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$526M
Puts
$347M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BL
51
Balentine LLC
Georgia
$84.8M
Wealth Enhancement Advisory Services
52
Wealth Enhancement Advisory Services
Minnesota
$84.3M
Corient Private Wealth
53
Corient Private Wealth
Florida
$84M
OIA
54
OneDigital Investment Advisors
Kansas
$79.6M
BCI
55
Brinker Capital Investments
Pennsylvania
$74.6M
AWM
56
Angeles Wealth Management
California
$71M
Carson Wealth (CWM LLC)
57
Carson Wealth (CWM LLC)
Nebraska
$68.2M
FMWA
58
Forvis Mazars Wealth Advisors
Missouri
$67.4M
Rockefeller Capital Management
59
Rockefeller Capital Management
New York
$67.2M
State of Wisconsin Investment Board
60
State of Wisconsin Investment Board
Wisconsin
$64.7M
CCWA
61
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$64.3M
Stifel Financial
62
Stifel Financial
Missouri
$64.3M
Financial Engines Advisors
63
Financial Engines Advisors
California
$63.2M
PCIA
64
Prime Capital Investment Advisors
Kansas
$62.5M
BPA
65
Beacon Pointe Advisors
California
$62.5M
SW
66
SoFi Wealth
California
$61.5M
Franklin Resources
67
Franklin Resources
California
$61.3M
UCFA
68
United Capital Financial Advisors
Texas
$60.5M
Bessemer Group
69
Bessemer Group
New Jersey
$58.8M
CCM
70
Coldstream Capital Management
Washington
$57.1M
Natixis Advisors
71
Natixis Advisors
Massachusetts
$54.2M
WPC
72
Wedmont Private Capital
Pennsylvania
$53M
PPW
73
Parcion Private Wealth
Washington
$52.9M
CAG
74
Crestwood Advisors Group
Massachusetts
$52.3M
AGA
75
Arkos Global Advisors
Texas
$51.9M