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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
WWA
876
Wingate Wealth Advisors
Massachusetts
$917K +$3.66K +35 +0.4%
LKBC
877
L.K. Benson & Company
Maryland
$912K +$38.4K +367 +4%
WAL
878
W Advisors LLC
Tennessee
$907K -$14K -134 -2%
EF
879
Envision Financial
Wisconsin
$901K +$139K +1,332 +19%
IFPL
880
Investments & Financial Planning LLC
Kentucky
$900K +$131K +1,252 +17%
LNWWM
881
Laird Norton Wetherby Wealth Management
California
$894K +$13.8K +132 +2%
SIA
882
Spectrum Investment Advisors
Wisconsin
$891K +$6.8K +65 +0.8%
GWM
883
Gibbs Wealth Management
Georgia
$889K -$570K -5,450 -40%
BIM
884
Breakwater Investment Management
Washington
$885K -$261K -2,492 -23%
DDPIC
885
Deroy & Devereaux Private Investment Counsel
Michigan
$884K -$173K -1,655 -17%
WAOI
886
Wealth Advisors of Iowa
Iowa
$883K -$52K -497 -6%
GT
887
Glenview Trust
Kentucky
$883K +$15.7K +150 +2%
CFA
888
Camarda Financial Advisors
Florida
$881K +$98.7K +943 +13%
MPWT
889
MassMutual Private Wealth & Trust
Connecticut
$880K -$361K -3,446 -29%
AFS
890
AFG Fiduciary Services
Massachusetts
$873K -$3.77K -36 -0.4%
4WM
891
4J Wealth Management
Virginia
$871K -$16.7K -160 -2%
SSW
892
Stone Summit Wealth
Florida
$867K -$70.4K -673 -8%
LSA
893
Lion Street Advisors
Texas
$859K -$48.9K -467 -6%
CWMG
894
Compass Wealth Management (Georgia)
Georgia
$857K -$48K -459 -5%
SIA
895
Strategic Investment Advisors
Michigan
$857K -$452K -4,321 -49%
WHCI
896
W.H. Cornerstone Investments
Massachusetts
$855K -$365K -3,488 -30%
JCM
897
Jacobi Capital Management
Pennsylvania
$855K -$364K -3,479 -30%
HWM
898
HB Wealth Management
Georgia
$854K +$398K +3,802 +90%
FTUS
899
Flow Traders U.S.
New York
$854K +$839K +8,021 New
GWS
900
Greykasell Wealth Strategies
California
$853K