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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
PW
776
PUREfi Wealth
Massachusetts
$1.2M
EWA
777
Etesian Wealth Advisors
Oregon
$1.19M
SIM
778
Synergy Investment Management
Florida
$1.19M
IC
779
Inscription Capital
Texas
$1.18M
SG
780
StoneX Group
New York
$1.18M
GWCM
781
Godshalk Welsh Capital Management
Pennsylvania
$1.18M
MCWS
782
McKinley Carter Wealth Services
West Virginia
$1.18M
KFSC
783
Keystone Financial Services (Colorado)
Colorado
$1.18M
CFGF
784
Compass Financial Group (Florida)
Florida
$1.17M
RCS
785
Retirement Capital Strategies
California
$1.17M
YWM
786
Yardley Wealth Management
Pennsylvania
$1.17M
BOSSRA
787
B.O.S.S. Retirement Advisors
Utah
$1.15M
SGCA
788
Steel Grove Capital Advisors
Tennessee
$1.15M
WJA
789
Willis Johnson & Associates
Texas
$1.15M
OC
790
Oarsman Capital
Wisconsin
$1.15M
LPAM
791
Lodestar Private Asset Management
California
$1.14M
EFG
792
Everhart Financial Group
Ohio
$1.14M
VPP
793
Vertex Planning Partners
Illinois
$1.13M
BIM
794
Breakwater Investment Management
Washington
$1.13M
NA
795
Note Advisors
New York
$1.12M
FPGK
796
Financial Partners Group (Kansas)
Kansas
$1.12M
NFTC
797
North Forty Two & Co
Oregon
$1.12M
TI
798
Truepoint Inc
Ohio
$1.11M
XPN
799
XY Planning Network
Montana
$1.1M
PCS
800
Private Client Services
Kentucky
$1.1M