We are live on ! Find out more
MUB icon

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
OWA
751
Oak Wealth Advisors
Illinois
$1.33M -$193K -1,843 -13%
DADC
752
D.A. Davidson & Co
Montana
$1.32M +$2.72K +26 +0.2%
YWM
753
Yardley Wealth Management
Pennsylvania
$1.31M +$116K +1,111 +10%
FPGK
754
Financial Partners Group (Kansas)
Kansas
$1.31M +$163K +1,558 +15%
RFP
755
RCS Financial Planning
Maryland
$1.3M +$66.2K +633 +5%
HWA
756
Heartwood Wealth Advisors
Virginia
$1.3M -$2.09K -20 -0.2%
MHS
757
M Holdings Securities
Oregon
$1.3M +$1.28M +12,237 New
EWM
758
Elmwood Wealth Management
California
$1.3M -$5.76K -55 -0.4%
Koshinski Asset Management
759
Koshinski Asset Management
Illinois
$1.3M +$39.7K +379 +3%
KFSC
760
Keystone Financial Services (Colorado)
Colorado
$1.29M +$89.1K +851 +8%
IC
761
Inscription Capital
Texas
$1.29M +$83.9K +802 +7%
SG
762
StoneX Group
New York
$1.29M +$83.4K +797 +7%
WA
763
Wealthstar Advisors
Texas
$1.29M -$226K -2,163 -15%
BF
764
Brucke Financial
Indiana
$1.28M -$1.99K -19 -0.2%
IBOK
765
Independence Bank of Kentucky
Kentucky
$1.28M +$502K +4,798 +66%
PA
766
Planning Alternatives
Michigan
$1.27M +$526K +5,023 +73%
ACS
767
Archford Capital Strategies
Illinois
$1.27M +$18.8K +180 +2%
VPP
768
Vertex Planning Partners
Illinois
$1.27M +$111K +1,063 +10%
AF
769
Apexium Financial
Texas
$1.26M -$8.79K -84 -0.7%
PWAM
770
Private Wealth Asset Management
Iowa
$1.26M -$25.5K -244 -2%
HWMG
771
Hurlow Wealth Management Group
Indiana
$1.26M
ONB
772
Old National Bancorp
Indiana
$1.25M +$457K +4,363 +59%
Neuberger Berman Group
773
Neuberger Berman Group
New York
$1.25M +$231K +2,204 +23%
BC
774
Bowman & Company
Wisconsin
$1.24M +$223K +2,135 +22%
KFP
775
KMG Fiduciary Partners
Ohio
$1.24M -$2.09K -20 -0.2%