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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 %
ISFAN
851
Investor's Fiduciary Advisor Network
Washington
$930K -$96.2K -921 -9%
AO
852
Advisor OS
Illinois
$929K -$13.2K -126 -1%
RC
853
Roundview Capital
New Jersey
$927K -$13.6K -130 -1%
SFS
854
Sowell Financial Services
Arkansas
$924K -$105K -1,009 -10%
SWGC
855
Summit Wealth Group (Colorado)
Colorado
$923K +$923K +8,834 New
SSW
856
Stone Summit Wealth
Florida
$921K -$299K -2,860 -24%
SIA
857
Strategic Investment Advisors
Michigan
$921K -$49.5K -474 -5%
WAOI
858
Wealth Advisors of Iowa
Iowa
$919K -$72.4K -693 -7%
EFG
859
Elios Financial Group
Ohio
$918K -$9.93K -95 -1%
CF
860
Cyr Financial
Illinois
$915K +$9.51K +91 +1%
WAL
861
W Advisors LLC
Tennessee
$904K -$18.7K -179 -2%
WWA
862
Wingate Wealth Advisors
Massachusetts
$896K -$17.4K -167 -2%
TPA
863
Trivium Point Advisory
Connecticut
$893K -$76.7K -734 -8%
SSWM
864
Sheets Smith Wealth Management
North Carolina
$892K -$52.2K -500 -6%
CWMG
865
Compass Wealth Management (Georgia)
Georgia
$889K +$889K +8,508 New
EFG
866
Ehrlich Financial Group
California
$886K -$26.4K -253 -3%
DWM
867
DecisionMap Wealth Management
Virginia
$877K -$1.67K -16 -0.2%
4WM
868
4J Wealth Management
Virginia
$871K -$55.8K -534 -6%
TFGT
869
TS Financial Group (TSFG)
Illinois
$870K -$293K -2,806 -25%
ECM
870
Exchange Capital Management
Michigan
$870K -$7.31K -70 -0.8%
SIA
871
Spectrum Investment Advisors
Wisconsin
$868K +$4.7K +45 +0.5%
PW
872
Paladin Wealth
Minnesota
$866K +$537K +5,144 +164%
WW
873
Westshore Wealth
California
$865K +$351K +3,356 +68%
LNWWM
874
Laird Norton Wetherby Wealth Management
California
$863K +$863K +8,262 New
AFS
875
AFG Fiduciary Services
Massachusetts
$859K +$18K +173 +2%