MUB icon

iShares National Muni Bond ETF

1,527 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, 664 increasing their positions, 568 reducing their positions, and 93 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 repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less funds holding

Funds holding:

1% less capital invested

Capital invested by funds: $34.4B → $34.3B (-$193M)

3.48% less ownership

Funds ownership: 89.17%85.69% (-3.5%)

10% less funds holding in top 10

Funds holding in top 10: 10695 (-11)

Holders
1,527
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
95
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$526M
Puts
$347M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AF
801
Affiance Financial
Minnesota
$1.14M
RL
802
Rogco LP
Oklahoma
$1.14M
KCM
803
KM Capital Management
Texas
$1.14M
CFGF
804
Compass Financial Group (Florida)
Florida
$1.14M
EGA
805
Eagle Global Advisors
Texas
$1.13M
NIWA
806
New Insight Wealth Advisors
California
$1.12M
HCM
807
Howard Capital Management
Georgia
$1.12M
FNWM
808
Financial Network Wealth Management
Utah
$1.12M
TI
809
Truepoint Inc
Ohio
$1.12M
XT
810
XTX Topco
Cayman Islands
$1.11M
PW
811
PUREfi Wealth
Massachusetts
$1.11M
XPN
812
XY Planning Network
Montana
$1.1M
FCM
813
Family Capital Management
Michigan
$1.1M
PW
814
Paladin Wealth
Minnesota
$1.1M
VCA
815
Verdence Capital Advisors
Maryland
$1.09M
WWM
816
Western Wealth Management
Colorado
$1.08M
NA
817
Note Advisors
New York
$1.08M
AF
818
Arrow Financial
New York
$1.08M
PWA
819
Physician Wealth Advisors
Utah
$1.08M
BBHC
820
Brown Brothers Harriman & Co
New York
$1.07M
TWCA
821
Two West Capital Advisors
Kansas
$1.07M
MF
822
Midwestern Financial
Iowa
$1.07M
HAIM
823
Hunter Associates Investment Management
Pennsylvania
$1.06M
JBW
824
Journey Beyond Wealth
Georgia
$1.06M
CFG
825
Carr Financial Group
Massachusetts
$1.06M