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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
CA
801
Crumly & Associates
Illinois
$1.1M
HCM
802
Howard Capital Management
Georgia
$1.1M
AAS
803
Annex Advisory Services
Wisconsin
$1.1M
LWANC
804
Laurel Wealth Advisors (North Carolina)
North Carolina
$1.09M
TA
805
TFB Advisors
Kansas
$1.08M
BIG
806
Brookwood Investment Group
Arizona
$1.08M
XT
807
XTX Topco
Cayman Islands
$1.08M
BW
808
Balance Wealth
Ohio
$1.06M
RWA
809
Redhawk Wealth Advisors
Minnesota
$1.05M
CWP
810
Cyndeo Wealth Partners
Florida
$1.05M
WIC
811
Whitegate Investment Counselors
New Hampshire
$1.05M
EGA
812
Eagle Global Advisors
Texas
$1.05M
CPSC
813
Carl P. Sherr & Co
Massachusetts
$1.05M
LWM
814
LongView Wealth Management
Georgia
$1.05M
HAIM
815
Hunter Associates Investment Management
Pennsylvania
$1.04M
CFG
816
Carr Financial Group
Massachusetts
$1.04M
DDPIC
817
Deroy & Devereaux Private Investment Counsel
Michigan
$1.04M
MF
818
Midwestern Financial
Iowa
$1.04M
WB
819
Webster Bank
Connecticut
$1.04M
VCA
820
Verdence Capital Advisors
Maryland
$1.04M
FPW
821
Flagship Private Wealth
Massachusetts
$1.04M
SCA
822
Stonebridge Capital Advisors
Minnesota
$1.03M
HCM
823
HMS Capital Management
Tennessee
$1.03M
LWM
824
LJI Wealth Management
Indiana
$1.03M
VC
825
Veracity Capital
Georgia
$1.02M