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iShares National Muni Bond ETF

1,520 hedge funds and large institutions have $34.4B invested in iShares National Muni Bond ETF in 2025 Q2 according to their latest regulatory filings, with 156 funds opening new positions, 553 increasing their positions, 643 reducing their positions, and 100 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more ownership

Funds ownership:

3% less capital invested

Capital invested by funds: $35.3B → $34.4B (-$891M)

9% less funds holding in top 10

Funds holding in top 10: 117106 (-11)

14% less repeat investments, than reductions

Existing positions increased: 553 | Existing positions reduced: 643

Holders
1,520
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
106
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$593M
Puts
$226M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Osaic Holdings
51
Osaic Holdings
Arizona
$90.6M
EWA
52
EP Wealth Advisors
California
$88.3M
BL
53
Balentine LLC
Georgia
$86.6M
Corient Private Wealth
54
Corient Private Wealth
Florida
$85.3M
Stifel Financial
55
Stifel Financial
Missouri
$81.7M
KIM
56
Kestra Investment Management
Texas
$81.4M
Wealth Enhancement Advisory Services
57
Wealth Enhancement Advisory Services
Minnesota
$79.4M
CCWA
58
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$72.9M
BCI
59
Brinker Capital Investments
Pennsylvania
$71.9M
Rockefeller Capital Management
60
Rockefeller Capital Management
New York
$70.3M
SW
61
SoFi Wealth
California
$68.8M
AGA
62
Arkos Global Advisors
Texas
$68.1M
FMWA
63
Forvis Mazars Wealth Advisors
Missouri
$67.7M
OIA
64
OneDigital Investment Advisors
Kansas
$67.6M
BPA
65
Beacon Pointe Advisors
California
$65M
State of Wisconsin Investment Board
66
State of Wisconsin Investment Board
Wisconsin
$63.5M
AWM
67
Angeles Wealth Management
California
$60.7M
Financial Engines Advisors
68
Financial Engines Advisors
California
$60.6M
Renaissance Technologies
69
Renaissance Technologies
New York
$59.6M
Franklin Resources
70
Franklin Resources
California
$59.4M
PCIA
71
Prime Capital Investment Advisors
Kansas
$58.9M
CCM
72
Coldstream Capital Management
Washington
$58.7M
UCFA
73
United Capital Financial Advisors
Texas
$58.4M
Bessemer Group
74
Bessemer Group
New Jersey
$56.8M
Jane Street
75
Jane Street
New York
$56.1M