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iShares National Muni Bond ETF

1,529 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 155 funds opening new positions, 557 increasing their positions, 647 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 (-$893M)

9% less funds holding in top 10

Funds holding in top 10: 117106 (-11)

14% less repeat investments, than reductions

Existing positions increased: 557 | Existing positions reduced: 647

Holders
1,529
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
CWA
751
Consilio Wealth Advisors
Washington
$1.27M
MWM
752
Meridian Wealth Management
Kentucky
$1.27M
SVWG
753
Shared Vision Wealth Group
United States
$1.27M
TIM
754
Tortoise Investment Management
New York
$1.27M
KWA
755
Kingswood Wealth Advisors
California
$1.26M
VA
756
VestGen Advisors
Illinois
$1.26M
PWAM
757
Private Wealth Asset Management
Iowa
$1.26M
BSTWA
758
Blake Schutter Theil Wealth Advisors
Ohio
$1.25M
BF
759
Brucke Financial
Indiana
$1.25M
TTWM
760
TCV Trust & Wealth Management
Virginia
$1.25M
AF
761
Apexium Financial
Texas
$1.24M
GPW
762
Gray Private Wealth
Massachusetts
$1.24M
Koshinski Asset Management
763
Koshinski Asset Management
Illinois
$1.23M
HWMG
764
Hurlow Wealth Management Group
Indiana
$1.23M
BFG
765
Birch Financial Group
New Hampshire
$1.23M
ACS
766
Archford Capital Strategies
Illinois
$1.22M
MPWT
767
MassMutual Private Wealth & Trust
Connecticut
$1.22M
KFP
768
KMG Fiduciary Partners
Ohio
$1.22M
AWM
769
Aegis Wealth Management
Maryland
$1.22M
HP
770
Haven Private
Florida
$1.22M
RFP
771
RCS Financial Planning
Maryland
$1.21M
Millennium Management
772
Millennium Management
New York
$1.21M
WWM
773
Western Wealth Management
Colorado
$1.21M
WHCI
774
W.H. Cornerstone Investments
Massachusetts
$1.2M
JCM
775
Jacobi Capital Management
Pennsylvania
$1.2M