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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 %
TWM
1001
TSA Wealth Management
Texas
$589K -$233K -2,232 -28%
SIA
1002
Soltis Investment Advisors
Utah
$584K -$68.6K -657 -11%
WFA
1003
West Financial Advisors
Iowa
$583K -$127K -1,213 -18%
CWMP
1004
Clarion Wealth Managment Partners
Virginia
$582K +$582K +5,570 New
LHC
1005
Little House Capital
Massachusetts
$581K +$12.2K +117 +2%
CWA
1006
Crux Wealth Advisors
California
$581K +$136K +1,301 +31%
SPI
1007
Sutton Place Investors
New York
$578K +$166K +1,585 +40%
SFWC
1008
Strategic Family Wealth Counselors
New Jersey
$577K +$104 +1 +0%
UFA
1009
Uptown Financial Advisors
Texas
$577K
CWM
1010
Calamos Wealth Management
Illinois
$570K -$493K -4,723 -46%
NWAG
1011
Net Worth Advisory Group
Utah
$569K +$223K +2,139 +65%
CCA
1012
Cadent Capital Advisors
Oklahoma
$569K +$4.49K +43 +0.8%
TFG
1013
Tull Financial Group
Virginia
$569K +$569K +5,446 New
BWM
1014
BankPlus Wealth Management
Mississippi
$569K +$10.3K +99 +2%
SC
1015
SouthState Corp
Florida
$567K +$325K +3,114 +135%
SAW
1016
Signal Advisors Wealth
Michigan
$565K -$148K -1,413 -21%
WWM
1017
Wiser Wealth Management
Georgia
$565K +$565K +5,407 New
HNWAG
1018
High Net Worth Advisory Group
Florida
$564K -$227K -2,174 -29%
TC
1019
TownSquare Capital
Utah
$562K -$26.2M -250,480 -98%
PCA
1020
Pallas Capital Advisors
Massachusetts
$559K -$221K -2,116 -28%
SCM
1021
Seascape Capital Management
New Hampshire
$557K -$1.5M -14,349 -73%
BFG
1022
Beacon Financial Group
Texas
$553K +$36.4K +348 +7%
RPA
1023
Rock Point Advisors
Vermont
$551K
KPWG
1024
KFA Private Wealth Group
Virginia
$544K -$40.1K -384 -7%
LF
1025
Lee Financial
Texas
$544K -$54.9K -525 -9%