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iShares National Muni Bond ETF

1,514 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, 551 increasing their positions, 640 reducing their positions, and 98 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,514
Holders Change
+30
Holders Change %
+2.02%
% of All Funds
20.29%
Holding in Top 10
105
Holding in Top 10 Change
-12
Holding in Top 10 Change %
-10.26%
% of All Funds
1.41%
New
156
Increased
551
Reduced
640
Closed
98
Calls
$593M
Puts
$226M
Net Calls
+$368M
Net Calls Change
+$736M
Name Holding Trade Value Shares
Change
Shares
Change %
VA
751
VestGen Advisors
Illinois
$1.26M +$351K +3,372 +39%
PWAM
752
Private Wealth Asset Management
Iowa
$1.26M +$198K +1,897 +19%
BSTWA
753
Blake Schutter Theil Wealth Advisors
Ohio
$1.25M +$31.6K +302 +3%
BF
754
Brucke Financial
Indiana
$1.25M +$87.2K +835 +8%
TTWM
755
TCV Trust & Wealth Management
Virginia
$1.25M +$143K +1,372 +13%
AF
756
Apexium Financial
Texas
$1.24M +$103K +984 +9%
GPW
757
Gray Private Wealth
Massachusetts
$1.24M +$212K +2,031 +21%
Koshinski Asset Management
758
Koshinski Asset Management
Illinois
$1.23M +$78.8K +754 +7%
HWMG
759
Hurlow Wealth Management Group
Indiana
$1.23M
ACS
760
Archford Capital Strategies
Illinois
$1.22M -$43.9K -420 -3%
MPWT
761
MassMutual Private Wealth & Trust
Connecticut
$1.22M -$21.4K -205 -2%
KFP
762
KMG Fiduciary Partners
Ohio
$1.22M +$5.96K +57 +0.5%
AWM
763
Aegis Wealth Management
Maryland
$1.22M
HP
764
Haven Private
Florida
$1.22M -$12K -115 -1%
RFP
765
RCS Financial Planning
Maryland
$1.21M -$3.1M -29,637 -72%
Millennium Management
766
Millennium Management
New York
$1.21M -$647K -6,195 -35%
WWM
767
Western Wealth Management
Colorado
$1.21M -$115K -1,103 -9%
WHCI
768
W.H. Cornerstone Investments
Massachusetts
$1.2M +$1.88K +18 +0.2%
JCM
769
Jacobi Capital Management
Pennsylvania
$1.2M -$372K -3,561 -24%
PW
770
PUREfi Wealth
Massachusetts
$1.2M +$1.2M +11,450 New
EWA
771
Etesian Wealth Advisors
Oregon
$1.19M -$326K -3,123 -21%
SIM
772
Synergy Investment Management
Florida
$1.19M -$1M -9,603 -46%
IC
773
Inscription Capital
Texas
$1.18M +$79.9K +765 +7%
SG
774
StoneX Group
New York
$1.18M +$534K +5,111 +83%
GWCM
775
Godshalk Welsh Capital Management
Pennsylvania
$1.18M