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iShares National Muni Bond ETF

1,487 hedge funds and large institutions have $35.3B invested in iShares National Muni Bond ETF in 2025 Q1 according to their latest regulatory filings, with 120 funds opening new positions, 581 increasing their positions, 605 reducing their positions, and 109 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

less ownership

Funds ownership:

less repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less funds holding

Funds holding:

3% less funds holding in top 10

Funds holding in top 10: 121117 (-4)

5% less capital invested

Capital invested by funds: $37.2B → $35.3B (-$1.95B)

79% less call options, than puts

Call options by funds: $99.1M | Put options by funds: $467M

Holders
1,487
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
117
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$99.1M
Puts
$467M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BL
51
Balentine LLC
Georgia
$90.8M
EI
52
Ellevest Inc
New York
$88.2M
CCWA
53
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$84.6M
Focus Partners Wealth
54
Focus Partners Wealth
Massachusetts
$84M
Cerity Partners
55
Cerity Partners
New York
$78.8M
Wealth Enhancement Advisory Services
56
Wealth Enhancement Advisory Services
Minnesota
$77.8M
AGA
57
Arkos Global Advisors
Texas
$76.2M
CAG
58
Crestwood Advisors Group
Massachusetts
$73.3M
Corient Private Wealth
59
Corient Private Wealth
Florida
$70.8M
OIA
60
OneDigital Investment Advisors
Kansas
$70.7M
BPA
61
Beacon Pointe Advisors
California
$68.6M
FMWA
62
Forvis Mazars Wealth Advisors
Missouri
$67.6M
Stifel Financial
63
Stifel Financial
Missouri
$67.3M
PCIA
64
Prime Capital Investment Advisors
Kansas
$67.2M
SW
65
SoFi Wealth
California
$65.5M
UCFA
66
United Capital Financial Advisors
Texas
$65.4M
State of Wisconsin Investment Board
67
State of Wisconsin Investment Board
Wisconsin
$64.1M
Osaic Holdings
68
Osaic Holdings
Arizona
$64.1M
CCM
69
Coldstream Capital Management
Washington
$61.9M
Franklin Resources
70
Franklin Resources
California
$61M
Financial Engines Advisors
71
Financial Engines Advisors
California
$60.6M
FG
72
Foster Group
Iowa
$60.4M
WL
73
WIT LLC
District of Columbia
$60.1M
OPS
74
Orion Portfolio Solutions
Nebraska
$59.7M
BCI
75
Brinker Capital Investments
Pennsylvania
$59.7M