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iShares National Muni Bond ETF

1,484 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 119 funds opening new positions, 581 increasing their positions, 603 reducing their positions, and 109 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,484
Holders Change
-23
Holders Change %
-1.53%
% of All Funds
20.15%
Holding in Top 10
117
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-3.31%
% of All Funds
1.59%
New
119
Increased
581
Reduced
603
Closed
109
Calls
$99.1M
Puts
$467M
Net Calls
-$368M
Net Calls Change
-$298M
Name Holding Trade Value Shares
Change
Shares
Change %
LWM
751
LongView Wealth Management
Georgia
$1.24M +$146K +1,385 +13%
FCIM
752
Fairview Capital Investment Management
California
$1.24M +$150K +1,425 +14%
TA
753
TFB Advisors
Kansas
$1.23M +$27.1K +257 +2%
SSW
754
Stone Summit Wealth
Florida
$1.23M -$14.8K -140 -1%
YWM
755
Yardley Wealth Management
Pennsylvania
$1.23M +$1.58K +15 +0.1%
BSTWA
756
Blake Schutter Theil Wealth Advisors
Ohio
$1.23M +$236K +2,237 +24%
KFP
757
KMG Fiduciary Partners
Ohio
$1.23M +$22.9K +217 +2%
BOSSRA
758
B.O.S.S. Retirement Advisors
Utah
$1.22M +$421K +3,996 +53%
AWM
759
Aegis Wealth Management
Maryland
$1.22M
WHCI
760
W.H. Cornerstone Investments
Massachusetts
$1.21M +$329K +3,123 +37%
JFA
761
JNBA Financial Advisors
Minnesota
$1.21M
SGCA
762
Steel Grove Capital Advisors
Tennessee
$1.21M -$1.16M -11,035 -49%
CW
763
Cooksen Wealth
Texas
$1.2M -$146K -1,361 -11%
PA
764
Pinnacle Associates
New York
$1.2M -$374K -3,547 -24%
GWCM
765
Godshalk Welsh Capital Management
Pennsylvania
$1.19M +$36.9K +350 +3%
KFSC
766
Keystone Financial Services (Colorado)
Colorado
$1.19M +$1.19M +11,274 New
SC
767
Sepio Capital
Utah
$1.19M -$11.1K -105 -0.9%
FNWM
768
Financial Network Wealth Management
Utah
$1.18M -$19.6K -186 -2%
TFGT
769
TS Financial Group (TSFG)
Illinois
$1.17M -$228K -2,167 -16%
SIA
770
SeaBridge Investment Advisors
New Jersey
$1.17M -$390K -3,700 -25%
PA
771
PFG Advisors
Arizona
$1.17M -$204K -1,931 -15%
CFA
772
Cahill Financial Advisors
Minnesota
$1.17M -$76.4K -725 -6%
Koshinski Asset Management
773
Koshinski Asset Management
Illinois
$1.17M +$153K +1,450 +15%
PB
774
Pinnacle Bancorp
Nebraska
$1.16M +$227K +2,152 +24%
BF
775
Brucke Financial
Indiana
$1.16M +$98.2K +938 +9%