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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 %
GM
926
GeoWealth Management
Illinois
$750K -$197K -1,885 -21%
DCM
927
Donaldson Capital Management
Indiana
$746K
PFA
928
Pathway Financial Advisors
Vermont
$745K +$271K +2,592 +57%
EF
929
Envision Financial
Wisconsin
$745K +$153K +1,469 +26%
BCA
930
Ballentine Capital Advisors
South Carolina
$744K
SIC
931
Sigma Investment Counselors
Michigan
$743K -$14.9K -143 -2%
NRI
932
NFP Retirement Inc
California
$741K +$348K +3,331 +88%
WT
933
Whittier Trust
California
$740K
GAM
934
Gould Asset Management
California
$739K -$166K -1,590 -18%
SCP
935
Stevens Capital Partners
Nebraska
$735K +$735K +7,069 New
AFG
936
Altiora Financial Group
Ohio
$734K +$36.6K +350 +5%
CPW
937
Catalyst Private Wealth
California
$727K +$727K +6,958 New
RIS
938
Richmond Investment Services
Wisconsin
$725K +$725K +6,941 New
TAM
939
TCP Asset Management
Ohio
$724K -$11.2K -107 -2%
NS
940
NBC Securities
Alabama
$721K +$72.5K +695 +11%
FAM
941
Flaharty Asset Management
Florida
$719K
QC
942
Quadrature Capital
United Kingdom
$718K +$718K +6,875 New
RIM
943
Rockbridge Investment Management
New York
$718K
PA
944
Planning Alternatives
Michigan
$718K +$718K +6,873 New
KCAM
945
Kagan Cocozza Asset Management
New Jersey
$717K +$11.4K +109 +2%
NFG
946
Nations Financial Group
Iowa
$717K +$31.6K +302 +5%
4WM
947
49 Wealth Management
Texas
$717K +$361K +3,459 +102%
NIWA
948
New Insight Wealth Advisors
California
$716K +$514K +4,924 +255%
CCB
949
Country Club Bank
Missouri
$716K -$62.1K -595 -8%
RTC
950
Real Talk Capital
Tennessee
$715K +$2.09K +20 +0.3%