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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 %
MCWS
776
McKinley Carter Wealth Services
West Virginia
$1.18M -$1.38M -13,223 -54%
KFSC
777
Keystone Financial Services (Colorado)
Colorado
$1.18M -$1.05K -10 -0.1%
CFGF
778
Compass Financial Group (Florida)
Florida
$1.17M +$22.9K +219 +2%
RCS
779
Retirement Capital Strategies
California
$1.17M -$157K -1,501 -12%
YWM
780
Yardley Wealth Management
Pennsylvania
$1.17M -$54.4K -521 -4%
BOSSRA
781
B.O.S.S. Retirement Advisors
Utah
$1.15M -$57.6K -551 -5%
SGCA
782
Steel Grove Capital Advisors
Tennessee
$1.15M -$46.9K -449 -4%
WJA
783
Willis Johnson & Associates
Texas
$1.15M +$730K +6,984 +174%
OC
784
Oarsman Capital
Wisconsin
$1.15M
LPAM
785
Lodestar Private Asset Management
California
$1.14M -$240K -2,301 -17%
EFG
786
Everhart Financial Group
Ohio
$1.14M -$379K -3,625 -25%
VPP
787
Vertex Planning Partners
Illinois
$1.13M +$80.4K +770 +8%
BIM
788
Breakwater Investment Management
Washington
$1.13M -$120K -1,145 -10%
NA
789
Note Advisors
New York
$1.12M -$125K -1,201 -10%
FPGK
790
Financial Partners Group (Kansas)
Kansas
$1.12M -$346K -3,308 -24%
NFTC
791
North Forty Two & Co
Oregon
$1.12M
TI
792
Truepoint Inc
Ohio
$1.11M +$1.11M +10,622 New
XPN
793
XY Planning Network
Montana
$1.1M +$1.1M +10,570 New
PCS
794
Private Client Services
Kentucky
$1.1M +$194K +1,859 +21%
CA
795
Crumly & Associates
Illinois
$1.1M -$744K -7,124 -40%
HCM
796
Howard Capital Management
Georgia
$1.1M +$152K +1,458 +16%
AAS
797
Annex Advisory Services
Wisconsin
$1.1M +$413K +3,951 +60%
TA
798
TFB Advisors
Kansas
$1.08M -$136K -1,297 -11%
BIG
799
Brookwood Investment Group
Arizona
$1.08M +$109K +1,040 +11%
XT
800
XTX Topco
Cayman Islands
$1.08M +$1.08M +10,318 New