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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
PWM
926
PBMares Wealth Management
Virginia
$798K +$2.62K +25 +0.3%
SC
927
Stephens Consulting
Michigan
$788K -$1.97M -18,801 -72%
KCAM
928
Kagan Cocozza Asset Management
New Jersey
$785K +$53.2K +508 +7%
GPW
929
Gray Private Wealth
Massachusetts
$781K -$476K -4,552 -38%
MFG
930
Magnus Financial Group
New York
$778K +$63.6K +608 +9%
AIP
931
Arrowpoint Investment Partners
Singapore
$777K +$764K +7,300 New
PAA
932
Peregrine Asset Advisers
Oregon
$769K
EFM
933
Eley Financial Management
Vermont
$769K
AAG
934
Armstrong Advisory Group
Massachusetts
$765K -$49.2K -470 -6%
4WM
935
49 Wealth Management
Texas
$762K +$31.4K +300 +4%
PFA
936
Pathway Financial Advisors
Vermont
$760K +$628 +6 +0.1%
SPWG
937
Syntegra Private Wealth Group
Missouri
$760K -$24.2K -231 -3%
DWS
938
Discipline Wealth Solutions
South Carolina
$760K +$74.5K +712 +11%
JJBC
939
James J. Burns & Company
New York
$756K -$26.4K -252 -3%
TWM
940
TSA Wealth Management
Texas
$755K +$152K +1,451 +26%
EIA
941
Edgemoor Investment Advisors
Maryland
$753K -$30.3K -290 -4%
WT
942
Whittier Trust
California
$753K
AFG
943
Altiora Financial Group
Ohio
$750K +$1.88K +18 +0.3%
CFG
944
Cornerstone Financial Group
Nebraska
$750K +$54K +516 +8%
SRB
945
Shotwell Rutter Baer
Michigan
$748K -$31.7K -303 -4%
FAM
946
Flaharty Asset Management
Florida
$747K +$14.4K +138 +2%
HW
947
HORAN Wealth
Ohio
$746K +$367K +3,507 +100%
AI
948
Accredited Investors
Minnesota
$746K -$48.7K -465 -6%
SFWA
949
Summit Financial Wealth Advisors
Louisiana
$743K
BFA
950
Brown Financial Advisors
Ohio
$741K +$352K +3,359 +93%