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iShares National Muni Bond ETF

1,529 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 155 funds opening new positions, 557 increasing their positions, 647 reducing their positions, and 100 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more ownership

Funds ownership:

3% less capital invested

Capital invested by funds: $35.3B → $34.4B (-$893M)

9% less funds holding in top 10

Funds holding in top 10: 117106 (-11)

14% less repeat investments, than reductions

Existing positions increased: 557 | Existing positions reduced: 647

Holders
1,529
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
106
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$593M
Puts
$226M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
JSA
1001
Jim Saulnier & Associates
Colorado
$605K
BWP
1002
BlueStem Wealth Partners
Minnesota
$605K
CWM
1003
Certus Wealth Management
California
$604K
1WM
1004
1900 Wealth Management
Texas
$602K
BPWM
1005
Badgley Phelps Wealth Managers
Washington
$602K
FWP
1006
Falcon Wealth Planning
California
$597K
HTC
1007
Haverford Trust Company
Pennsylvania
$596K
OWP
1008
ORG Wealth Partners
Texas
$594K
MGIA
1009
Moneta Group Investment Advisors
Missouri
$590K
TWM
1010
TSA Wealth Management
Texas
$589K
SIA
1011
Soltis Investment Advisors
Utah
$584K
WFA
1012
West Financial Advisors
Iowa
$583K
CWMP
1013
Clarion Wealth Managment Partners
Virginia
$582K
LHC
1014
Little House Capital
Massachusetts
$581K
CWA
1015
Crux Wealth Advisors
California
$581K
SPI
1016
Sutton Place Investors
New York
$578K
SFWC
1017
Strategic Family Wealth Counselors
New Jersey
$577K
UFA
1018
Uptown Financial Advisors
Texas
$577K
CWM
1019
Calamos Wealth Management
Illinois
$570K
NWAG
1020
Net Worth Advisory Group
Utah
$569K
CCA
1021
Cadent Capital Advisors
Oklahoma
$569K
TFG
1022
Tull Financial Group
Virginia
$569K
BWM
1023
BankPlus Wealth Management
Mississippi
$569K
SC
1024
SouthState Corp
Florida
$567K
SAW
1025
Signal Advisors Wealth
Michigan
$565K