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iShares National Muni Bond ETF

1,627 hedge funds and large institutions have $36.1B invested in iShares National Muni Bond ETF in 2025 Q4 according to their latest regulatory filings, with 219 funds opening new positions, 772 increasing their positions, 450 reducing their positions, and 91 closing their positions.

New
Increased
Maintained
Reduced
Closed

141% more first-time investments, than exits

New positions opened: 219 | Existing positions closed: 91

72% more repeat investments, than reductions

Existing positions increased: 772 | Existing positions reduced: 450

6% more funds holding

Funds holding: 1,5351,627 (+92)

5% more capital invested

Capital invested by funds: $34.3B → $36.1B (+$1.86B)

5% more funds holding in top 10

Funds holding in top 10: 95100 (+5)

1.18% more ownership

Funds ownership: 85.71%86.89% (+1.2%)

6% less call options, than puts

Call options by funds: $266M | Put options by funds: $284M

Holders
1,627
Holders Change
+92
Holders Change %
+5.99%
% of All Funds
19.79%
Holding in Top 10
100
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+5.26%
% of All Funds
1.22%
New
219
Increased
772
Reduced
450
Closed
91
Calls
$266M
Puts
$284M
Net Calls
-$17.5M
Net Calls Change
-$197M
Name Holding Trade Value Shares
Change
Change in
Stake
M
801
MYeCFO
California
$1.28M -$85.7K -800 -6%
XFP
802
Xena Financial Planning
Oregon
$1.28M +$1.28M +11,918 New
PA
803
Planning Alternatives
Michigan
$1.27M
FCM
804
Family Capital Management
Michigan
$1.27M +$163K +1,522 +15%
HWMG
805
Hurlow Wealth Management Group
Indiana
$1.26M -$1.07K -10 -0.1%
KFP
806
KMG Fiduciary Partners
Ohio
$1.26M +$9.42K +88 +0.8%
BF
807
Brucke Financial
Indiana
$1.25M -$23K -215 -2%
FCC
808
Florin Court Capital
United Kingdom
$1.25M +$653K +6,100 +109%
WWM
809
Western Wealth Management
Colorado
$1.25M +$162K +1,509 +15%
IBOK
810
Independence Bank of Kentucky
Kentucky
$1.24M -$44.1K -412 -3%
4WM
811
49 Wealth Management
Texas
$1.24M +$473K +4,419 +62%
TTWM
812
TCV Trust & Wealth Management
Virginia
$1.24M -$10.7K -100 -0.9%
Susquehanna International Group
813
Susquehanna International Group
Pennsylvania
$1.23M -$29.8M -278,523 -96%
WETS
814
Wealth Enhancement Trust Services
South Dakota
$1.22M +$1.22M +11,421 New
EFG
815
Everhart Financial Group
Ohio
$1.22M +$17.6K +164 +1%
WCM
816
Weaver Capital Management
Georgia
$1.22M
ACS
817
Archford Capital Strategies
Illinois
$1.22M -$54.1K -505 -4%
SIA
818
Soltis Investment Advisors
Utah
$1.22M +$241K +2,249 +25%
HCM
819
Howard Capital Management
Georgia
$1.21M +$85.9K +802 +8%
NFTC
820
North Forty Two & Co
Oregon
$1.21M +$53.5K +500 +5%
OWA
821
Oak Wealth Advisors
Illinois
$1.2M -$132K -1,233 -10%
CCM
822
Cambridge Capital Management
Illinois
$1.2M +$12.6K +118 +1%
TCM
823
Twele Capital Management
Minnesota
$1.2M +$14.5K +135 +1%
CWA
824
Continuum Wealth Advisors
New York
$1.2M -$39K -364 -3%
TI
825
Truepoint Inc
Ohio
$1.2M +$72.5K +677 +6%