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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
JSA
1001
Jim Saulnier & Associates
Colorado
$622K +$4.92K +47 +0.8%
SA
1002
Stewardship Advisors
Pennsylvania
$619K +$274K +2,614 +82%
CWI
1003
Conscious Wealth Investments
Florida
$619K +$58.4K +558 +11%
LHC
1004
Little House Capital
Massachusetts
$617K +$24K +229 +4%
MCWS
1005
McKinley Carter Wealth Services
West Virginia
$610K -$580K -5,540 -49%
WMN
1006
Wealth Management Nebraska
Nebraska
$610K -$51.2K -489 -8%
HTC
1007
Haverford Trust Company
Pennsylvania
$607K
TAM
1008
TCP Asset Management
Ohio
$599K -$137K -1,308 -19%
CA
1009
Continuum Advisory
Idaho
$599K -$23K -220 -4%
FCC
1010
Florin Court Capital
United Kingdom
$596K +$314K +3,000 +115%
CWMP
1011
Clarion Wealth Managment Partners
Virginia
$596K +$2.41K +23 +0.4%
CCFM
1012
Clear Creek Financial Management
Washington
$592K +$582K +5,562 New
AA
1013
ArborFi Advisors
Michigan
$590K +$104K +997 +22%
SCM
1014
Seascape Capital Management
New Hampshire
$589K +$20.9K +200 +4%
NB
1015
Nicolet Bankshares
Wisconsin
$589K -$52.4K -501 -8%
SFWC
1016
Strategic Family Wealth Counselors
New Jersey
$588K
UFA
1017
Uptown Financial Advisors
Texas
$588K
GWM
1018
Geneos Wealth Management
Colorado
$587K -$4.07M -38,890 -88%
BWM
1019
BankPlus Wealth Management
Mississippi
$584K +$4.29K +41 +0.8%
LWA
1020
LifeGoal Wealth Advisors
New York
$584K -$240K -2,289 -29%
FHC
1021
First Heartland Consultants
Missouri
$580K +$570K +5,447 New
AWA
1022
Alta Wealth Advisors
Massachusetts
$579K -$62.5K -597 -10%
II
1023
Impact Investors
California
$577K +$567K +5,420 New
SFM
1024
Signet Financial Management
New Jersey
$576K +$237K +2,260 +72%
HNWAG
1025
High Net Worth Advisory Group
Florida
$575K