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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 %
BW
801
Balance Wealth
Ohio
$1.06M -$516K -4,940 -33%
RWA
802
Redhawk Wealth Advisors
Minnesota
$1.05M +$71.9K +688 +7%
CWP
803
Cyndeo Wealth Partners
Florida
$1.05M +$1.05M +10,076 New
WIC
804
Whitegate Investment Counselors
New Hampshire
$1.05M -$2.43M -23,260 -70%
EGA
805
Eagle Global Advisors
Texas
$1.05M -$261K -2,500 -20%
CPSC
806
Carl P. Sherr & Co
Massachusetts
$1.05M -$97.2K -930 -8%
LWM
807
LongView Wealth Management
Georgia
$1.05M -$181K -1,730 -15%
HAIM
808
Hunter Associates Investment Management
Pennsylvania
$1.05M
CFG
809
Carr Financial Group
Massachusetts
$1.04M +$1.04M +10,000 New
DDPIC
810
Deroy & Devereaux Private Investment Counsel
Michigan
$1.04M +$1.04M +9,960 New
MF
811
Midwestern Financial
Iowa
$1.04M +$1.04M +9,953 New
WB
812
Webster Bank
Connecticut
$1.04M
VCA
813
Verdence Capital Advisors
Maryland
$1.04M +$7.63K +73 +0.7%
FPW
814
Flagship Private Wealth
Massachusetts
$1.04M -$204K -1,951 -16%
SCA
815
Stonebridge Capital Advisors
Minnesota
$1.03M -$15.7K -150 -1%
HCM
816
HMS Capital Management
Tennessee
$1.03M +$53.6K +513 +5%
LWM
817
LJI Wealth Management
Indiana
$1.03M -$788K -7,539 -43%
VC
818
Veracity Capital
Georgia
$1.02M +$467K +4,471 +84%
CMBA
819
C.M. Bidwell & Associates
Hawaii
$1.02M
IWA
820
IBEX Wealth Advisors
New Jersey
$1.02M -$53.7K -514 -5%
RL
821
Rogco LP
Oklahoma
$1.02M +$108K +1,031 +12%
LFG
822
Larson Financial Group
Missouri
$1.02M +$129K +1,239 +15%
KNFPWM
823
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$1.01M +$256K +2,448 +34%
FCM
824
Family Capital Management
Michigan
$1.01M +$33.7K +323 +3%
CFA
825
Cahill Financial Advisors
Minnesota
$1M -$156K -1,495 -13%