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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
Qube Research & Technologies (QRT)
851
Qube Research & Technologies (QRT)
United Kingdom
$987K -$32K -306 -3%
RBC
852
Romano Brothers & Co
Illinois
$987K
AWMS
853
Advocacy Wealth Management Services
Georgia
$983K +$192K +1,830 +25%
HIG
854
Heritage Investment Group
Florida
$982K
OC
855
Oppenheimer & Co
New York
$979K -$409K -3,907 -30%
CWM
856
Centurion Wealth Management
Virginia
$979K +$466K +4,455 +94%
FWP
857
Falcon Wealth Planning
California
$974K +$359K +3,430 +60%
DC
858
Davenport & Co
Virginia
$973K -$39.3K -376 -4%
SIA
859
Soltis Investment Advisors
Utah
$972K +$371K +3,542 +63%
SC
860
Sepio Capital
Utah
$972K -$23.9K -228 -2%
TA
861
TFB Advisors
Kansas
$964K -$143K -1,369 -13%
BDFN
862
Bond & Devick Financial Network
Minnesota
$961K -$1.26K -12 -0.1%
IWA
863
IBEX Wealth Advisors
New Jersey
$952K -$85.8K -820 -8%
DWM
864
DecisionMap Wealth Management
Virginia
$951K +$56.1K +536 +6%
VC
865
Veracity Capital
Georgia
$950K -$91.4K -873 -9%
RC
866
Roundview Capital
New Jersey
$945K
FGWP
867
Founders Grove Wealth Partners
Virginia
$944K -$498K -4,759 -35%
BRWA
868
B. Riley Wealth Advisors
Florida
$940K +$87.8K +839 +11%
NP
869
Nilsine Partners
Colorado
$936K -$18.3K -175 -2%
LPAM
870
Lodestar Private Asset Management
California
$935K -$225K -2,146 -20%
GWMIA
871
Global Wealth Management Investment Advisory
Florida
$933K +$120K +1,151 +15%
MOS
872
MGO One Seven
Ohio
$931K +$498K +4,763 +120%
CBT
873
Crews Bank & Trust
Florida
$926K +$94.2K +900 +12%
CFP
874
Cypress Financial Planning
New Jersey
$919K +$65.3K +624 +8%
ISFAN
875
Investor's Fiduciary Advisor Network
Washington
$917K -$30.6K -292 -3%