We are live on ! Find out more
MUB icon

iShares National Muni Bond ETF

1,627 hedge funds and large institutions have $36.1B invested in iShares National Muni Bond ETF in 2025 Q4 according to their latest regulatory filings, with 219 funds opening new positions, 772 increasing their positions, 450 reducing their positions, and 91 closing their positions.

New
Increased
Maintained
Reduced
Closed

141% more first-time investments, than exits

New positions opened: 219 | Existing positions closed: 91

72% more repeat investments, than reductions

Existing positions increased: 772 | Existing positions reduced: 450

6% more funds holding

Funds holding: 1,5351,627 (+92)

5% more capital invested

Capital invested by funds: $34.3B → $36.1B (+$1.86B)

5% more funds holding in top 10

Funds holding in top 10: 95100 (+5)

1.18% more ownership

Funds ownership: 85.71%86.89% (+1.2%)

6% less call options, than puts

Call options by funds: $266M | Put options by funds: $284M

Holders
1,627
Holders Change
+92
Holders Change %
+5.99%
% of All Funds
19.79%
Holding in Top 10
100
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+5.26%
% of All Funds
1.22%
New
219
Increased
772
Reduced
450
Closed
91
Calls
$266M
Puts
$284M
Net Calls
-$17.5M
Net Calls Change
-$197M
Name Holding Trade Value Shares
Change
Change in
Stake
NFG
976
Nations Financial Group
Iowa
$775K +$30.3K +283 +4%
AAG
977
Armstrong Advisory Group
Massachusetts
$773K +$3.75K +35 +0.5%
RIM
978
Rockbridge Investment Management
New York
$772K +$36K +336 +5%
NWAG
979
Net Worth Advisory Group
Utah
$770K +$441K +4,119 +134%
JJBC
980
James J. Burns & Company
New York
$768K +$7.6K +71 +1%
GWP
981
Gateway Wealth Partners
Wisconsin
$766K +$125K +1,171 +20%
PFA
982
Pathway Financial Advisors
Vermont
$765K -$1.61K -15 -0.2%
PPL
983
Planning Project LLC
Texas
$764K +$764K +7,136 New
AI
984
Accredited Investors
Minnesota
$764K +$13.2K +123 +2%
WT
985
Whittier Trust
California
$761K
OA
986
Operose Advisors
Wisconsin
$760K +$277K +2,587 +57%
AFG
987
Altiora Financial Group
Ohio
$757K +$2.68K +25 +0.4%
FAM
988
Flaharty Asset Management
Florida
$754K +$2.35K +22 +0.3%
AWM
989
Apex Wealth Management
New Hampshire
$752K -$917K -8,566 -55%
AWA
990
Alta Wealth Advisors
Massachusetts
$752K +$169K +1,579 +29%
SFWA
991
Summit Financial Wealth Advisors
Louisiana
$748K
SCP
992
Stevens Capital Partners
Nebraska
$747K +$7.82K +73 +1%
CPW
993
Catalyst Private Wealth
California
$745K -$428 -4 -0.1%
SPWG
994
Syntegra Private Wealth Group
Missouri
$742K -$22.2K -207 -3%
FA
995
FF Advisors
California
$740K
CPW
996
Cogent Private Wealth
Florida
$739K +$739K +6,900 New
NP
997
Nilsine Partners
Colorado
$738K -$203K -1,900 -22%
SSWM
998
Sheets Smith Wealth Management
North Carolina
$737K -$97.5K -911 -12%
RA
999
Ransom Advisory
Rhode Island
$733K +$733K +6,843 New
FSA
1000
Financial Sense Advisors
California
$731K +$10.4K +97 +1%