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iShares National Muni Bond ETF

1,582 hedge funds and large institutions have $35.9B invested in iShares National Muni Bond ETF in 2025 Q4 according to their latest regulatory filings, with 191 funds opening new positions, 763 increasing their positions, 445 reducing their positions, and 89 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding in top 10

Funds holding in top 10:

more funds holding

Funds holding:

5% more capital invested

Capital invested by funds: $34.3B → $35.9B (+$1.67B)

0.72% more ownership

Funds ownership: 85.69%86.41% (+0.72%)

6% less call options, than puts

Call options by funds: $266M | Put options by funds: $284M

Holders
1,582
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
100
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$266M
Puts
$284M
Net Calls
Net Calls Change

Top Sellers

1 -$387M
2 -$108M
3 -$53.8M
4
WANY
Wealthspire Advisors (New York)
New York
-$38.9M
5
Jane Street
Jane Street
New York
-$37.1M
Name Holding Trade Value Shares
Change
Change in
Stake
BCI
51
Brinker Capital Investments
Pennsylvania
$83.4M
OIA
52
OneDigital Investment Advisors
Kansas
$82.8M
BL
53
Balentine LLC
Georgia
$75.9M
AWM
54
Angeles Wealth Management
California
$75.3M
Carson Wealth (CWM LLC)
55
Carson Wealth (CWM LLC)
Nebraska
$73.7M
Bessemer Group
56
Bessemer Group
New Jersey
$73.6M
Rockefeller Capital Management
57
Rockefeller Capital Management
New York
$69.6M
PCIA
58
Prime Capital Investment Advisors
Kansas
$69M
BPA
59
Beacon Pointe Advisors
California
$67.9M
SW
60
SoFi Wealth
California
$67.7M
FMWA
61
Forvis Mazars Wealth Advisors
Missouri
$67.6M
Stifel Financial
62
Stifel Financial
Missouri
$66.3M
WANY
63
Wealthspire Advisors (New York)
New York
$65.2M
State of Wisconsin Investment Board
64
State of Wisconsin Investment Board
Wisconsin
$65.1M
Financial Engines Advisors
65
Financial Engines Advisors
California
$64.2M
UCFA
66
United Capital Financial Advisors
Texas
$62.9M
CCWA
67
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$62.3M
Bank of Montreal
68
Bank of Montreal
Ontario, Canada
$61.3M
Jane Street
69
Jane Street
New York
$59.1M
CCM
70
Coldstream Capital Management
Washington
$58.3M
CAG
71
Crestwood Advisors Group
Massachusetts
$57.3M
WAP
72
Wealthcare Advisory Partners
Pennsylvania
$57.1M
PPW
73
Parcion Private Wealth
Washington
$54.4M
OSAM
74
O'Shaughnessy Asset Management
Connecticut
$53.9M
APP
75
Avantax Planning Partners
Iowa
$53.8M