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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
JSA
776
Jacobson & Schmitt Advisors
Wisconsin
$1.24M -$1.06M -10,082 -46%
TTWM
777
TCV Trust & Wealth Management
Virginia
$1.24M -$29.4K -281 -2%
LWM
778
LeConte Wealth Management
Tennessee
$1.24M +$440K +4,208 +57%
SIG
779
Spinnaker Investment Group
California
$1.23M +$551K +5,267 +83%
CWA
780
Continuum Wealth Advisors
New York
$1.23M +$264K +2,524 +28%
ACM
781
Andina Capital Management
Utah
$1.23M -$80.1K -765 -6%
SYBT
782
Stock Yards Bank & Trust
Kentucky
$1.22M -$437K -4,172 -27%
ACG
783
Allen Capital Group
Nebraska
$1.22M +$656K +6,265 +122%
HH
784
Hilltop Holdings
Texas
$1.22M +$554K +5,291 +86%
WCM
785
Weaver Capital Management
Georgia
$1.21M +$562K +5,373 +89%
LWANC
786
Laurel Wealth Advisors (North Carolina)
North Carolina
$1.21M +$95.9K +916 +9%
GWCM
787
Godshalk Welsh Capital Management
Pennsylvania
$1.2M
BJL
788
Brighton Jones LLC
Washington
$1.2M +$799K +7,636 +211%
EFG
789
Everhart Financial Group
Ohio
$1.2M +$35.9K +343 +3%
TIM
790
Tortoise Investment Management
New York
$1.2M -$91.7K -876 -7%
LA
791
LexAurum Advisors
Kansas
$1.2M +$639K +6,107 +119%
HI
792
Harbour Investments
Wisconsin
$1.19M -$549K -5,245 -32%
LWM
793
LongView Wealth Management
Georgia
$1.18M +$115K +1,095 +11%
SVWG
794
Shared Vision Wealth Group
United States
$1.18M -$131K -1,247 -10%
CCM
795
Cambridge Capital Management
Illinois
$1.18M -$418K -3,993 -26%
TCM
796
Twele Capital Management
Minnesota
$1.18M +$197K +1,885 +21%
HP
797
Haven Private
Florida
$1.18M -$63.8K -610 -5%
BSTWA
798
Blake Schutter Theil Wealth Advisors
Ohio
$1.18M -$98.1K -937 -8%
CPP
799
Capasso Planning Partners
South Carolina
$1.17M -$153K -1,463 -12%
EWA
800
Etesian Wealth Advisors
Oregon
$1.17M -$46.8K -447 -4%