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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 %
AAG
901
Armstrong Advisory Group
Massachusetts
$800K +$5.12K +49 +0.6%
SWM
902
Spire Wealth Management
Virginia
$797K -$116K -1,107 -13%
SVWAG
903
Sound View Wealth Advisors Group
Georgia
$796K -$2.93K -28 -0.4%
GWMIA
904
Global Wealth Management Investment Advisory
Florida
$796K -$299K -2,865 -27%
DSC
905
Duncker Streett & Co
Missouri
$794K -$125K -1,200 -14%
TCA
906
Transcend Capital Advisors
New Jersey
$789K +$387K +3,703 +96%
PWM
907
PBMares Wealth Management
Virginia
$781K +$2.61K +25 +0.3%
AI
908
Accredited Investors
Minnesota
$781K -$20.5K -196 -3%
FIM
909
Freedom Investment Management
Connecticut
$777K -$22.3K -213 -3%
ONB
910
Old National Bancorp
Indiana
$775K -$78K -747 -9%
LWM
911
LeConte Wealth Management
Tennessee
$774K +$468K +4,483 +153%
AWMS
912
Advocacy Wealth Management Services
Georgia
$773K
SPWG
913
Syntegra Private Wealth Group
Missouri
$770K -$15.8K -151 -2%
EIA
914
Edgemoor Investment Advisors
Maryland
$769K -$261K -2,500 -25%
JJBC
915
James J. Burns & Company
New York
$768K -$1.41M -13,537 -65%
CFA
916
Camarda Financial Advisors
Florida
$766K +$74.6K +714 +11%
SRB
917
Shotwell Rutter Baer
Michigan
$764K -$3.55K -34 -0.5%
First Trust Advisors
918
First Trust Advisors
Illinois
$760K -$24.6K -235 -3%
AF
919
Affiance Financial
Minnesota
$758K +$51.1K +489 +7%
FA
920
FF Advisors
California
$756K -$6.79K -65 -0.9%
IBOK
921
Independence Bank of Kentucky
Kentucky
$755K +$52.2K +500 +7%
TWCA
922
Two West Capital Advisors
Kansas
$755K +$334K +3,224 +79%
PAA
923
Peregrine Asset Advisers
Oregon
$755K -$2.3K -22 -0.3%
EFM
924
Eley Financial Management
Vermont
$754K
IFPL
925
Investments & Financial Planning LLC
Kentucky
$752K -$12.3K -118 -2%