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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
SGCA
801
Steel Grove Capital Advisors
Tennessee
$1.15M
OC
802
Oarsman Capital
Wisconsin
$1.15M -$23K -220 -2%
NFTC
803
North Forty Two & Co
Oregon
$1.15M +$10.5K +100 +0.9%
CA
804
CoreCap Advisors
Michigan
$1.14M +$278K +2,658 +33%
TVAMP
805
Tennessee Valley Asset Management Partners
Tennessee
$1.14M +$1.12M +10,736 New
AF
806
Affiance Financial
Minnesota
$1.14M +$362K +3,461 +48%
RL
807
Rogco LP
Oklahoma
$1.14M +$102K +979 +10%
KCM
808
KM Capital Management
Texas
$1.14M +$620K +5,920 +124%
CFGF
809
Compass Financial Group (Florida)
Florida
$1.14M -$56.3K -538 -5%
EGA
810
Eagle Global Advisors
Texas
$1.13M +$62.8K +600 +6%
NIWA
811
New Insight Wealth Advisors
California
$1.12M +$384K +3,674 +54%
HCM
812
Howard Capital Management
Georgia
$1.12M -$3.56K -34 -0.3%
FNWM
813
Financial Network Wealth Management
Utah
$1.12M +$1.09M +10,435 New
TI
814
Truepoint Inc
Ohio
$1.12M -$12.2K -117 -1%
XT
815
XTX Topco
Cayman Islands
$1.11M +$13.5K +129 +1%
PW
816
PUREfi Wealth
Massachusetts
$1.11M -$109K -1,044 -9%
XPN
817
XY Planning Network
Montana
$1.1M
FCM
818
Family Capital Management
Michigan
$1.1M +$68.2K +652 +7%
PW
819
Paladin Wealth
Minnesota
$1.1M +$210K +2,009 +24%
SWP
820
SIMA Wealth Partners
Virginia
$1.09M
VCA
821
Verdence Capital Advisors
Maryland
$1.09M +$16.3K +156 +2%
WWM
822
Western Wealth Management
Colorado
$1.08M -$149K -1,424 -12%
NA
823
Note Advisors
New York
$1.08M -$58.3K -557 -5%
AF
824
Arrow Financial
New York
$1.08M -$232K -2,215 -18%
PWA
825
Physician Wealth Advisors
Utah
$1.08M +$58.2K +556 +6%