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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
PCM
726
Passive Capital Management
Maryland
$1.45M -$4.14M -39,531 -74%
IPA
727
Investment Planning Advisors
Georgia
$1.45M +$10.5K +100 +0.7%
FF
728
Foronjy Financial
California
$1.44M -$42.5K -406 -3%
RWA
729
Rooted Wealth Advisors
Illinois
$1.44M -$15.9K -152 -1%
HW
730
Hamilton Wealth
California
$1.43M -$364K -3,477 -21%
HCM
731
HMS Capital Management
Tennessee
$1.43M +$371K +3,541 +36%
TA
732
TPG Advisors
Illinois
$1.43M -$468K -4,473 -25%
MWM
733
Meridian Wealth Management
Kentucky
$1.42M +$122K +1,168 +10%
SFMG
734
Sage Financial Management Group
Virginia
$1.41M -$7.43K -71 -0.5%
WJA
735
Willis Johnson & Associates
Texas
$1.4M +$225K +2,154 +20%
ES
736
Eagle Strategies
New York
$1.4M +$7.12K +68 +0.5%
SP
737
Sequent Planning
Nebraska
$1.39M +$1.03M +9,821 +300%
SWM
738
Scissortail Wealth Management
Oklahoma
$1.39M -$119K -1,139 -8%
PFA
739
Petra Financial Advisors
Colorado
$1.39M +$38.2K +365 +3%
HWM
740
Hohimer Wealth Management
Washington
$1.39M -$674K -6,442 -33%
RWA
741
Redhawk Wealth Advisors
Minnesota
$1.38M +$304K +2,904 +29%
PMG
742
ProVise Management Group
Florida
$1.37M -$2.62K -25 -0.2%
PB
743
Pinnacle Bancorp
Nebraska
$1.37M -$55K -526 -4%
M
744
MYeCFO
California
$1.36M -$47.1K -450 -3%
BOSSRA
745
B.O.S.S. Retirement Advisors
Utah
$1.36M +$177K +1,694 +15%
EGM
746
Engineers Gate Manager
New York
$1.35M +$1.33M +12,714 New
EPW
747
Endeavor Private Wealth
Kansas
$1.35M +$1.33M +12,677 New
PA
748
PFG Advisors
Arizona
$1.35M +$1.33M +12,676 New
CWA
749
Consilio Wealth Advisors
Washington
$1.35M +$44.5K +425 +3%
FNBSF
750
First National Bank Sioux Falls
South Dakota
$1.34M