MUB icon

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
TCM
851
Twele Capital Management
Minnesota
$961K
HSA
852
HBK Sorce Advisory
Pennsylvania
$960K
CAL
853
Capital Advisors Ltd
Ohio
$957K
BWA
854
Bordeaux Wealth Advisors
California
$954K
CWA
855
Continuum Wealth Advisors
New York
$945K
BDFN
856
Bond & Devick Financial Network
Minnesota
$944K
NP
857
Nilsine Partners
Colorado
$937K
ISFAN
858
Investor's Fiduciary Advisor Network
Washington
$930K
AO
859
Advisor OS
Illinois
$929K
RC
860
Roundview Capital
New Jersey
$927K
SFS
861
Sowell Financial Services
Arkansas
$924K
SWGC
862
Summit Wealth Group (Colorado)
Colorado
$923K
SSW
863
Stone Summit Wealth
Florida
$921K
SIA
864
Strategic Investment Advisors
Michigan
$921K
WAOI
865
Wealth Advisors of Iowa
Iowa
$919K
EFG
866
Elios Financial Group
Ohio
$918K
CF
867
Cyr Financial
Illinois
$915K
WAL
868
W Advisors LLC
Tennessee
$904K
WWA
869
Wingate Wealth Advisors
Massachusetts
$896K
TPA
870
Trivium Point Advisory
Connecticut
$893K
SSWM
871
Sheets Smith Wealth Management
North Carolina
$892K
CWMG
872
Compass Wealth Management (Georgia)
Georgia
$889K
EFG
873
Ehrlich Financial Group
California
$886K
DWM
874
DecisionMap Wealth Management
Virginia
$877K
4WM
875
4J Wealth Management
Virginia
$871K