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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
1026
Tradition Wealth Management
Minnesota
$543K -$9.93K -95 -2%
BA
1027
Ballast Advisors
Minnesota
$540K
CWI
1028
Conscious Wealth Investments
Florida
$540K -$7.06K -68 -1%
AB
1029
Atlas Brown
Kentucky
$538K -$9.51K -91 -2%
ACG
1030
Allen Capital Group
Nebraska
$538K -$239K -2,291 -31%
EWA
1031
Evolution Wealth Advisors
Florida
$537K
VFPW
1032
Vantage Financial Partners (Wisconsin)
Wisconsin
$537K -$26.3K -252 -5%
LA
1033
LexAurum Advisors
Kansas
$536K +$261K +2,495 +95%
GD
1034
Grandfield & Dodd
New York
$534K
CC
1035
Copperleaf Capital
North Carolina
$531K -$22K -211 -4%
GAM
1036
GEM Asset Management
Michigan
$531K -$195K -1,868 -27%
IW
1037
Instrumental Wealth
Florida
$531K +$1.24K +12 +0.2%
CC
1038
Capstone Capital
Nevada
$528K -$24K -230 -4%
WAG
1039
Winthrop Advisory Group
Massachusetts
$527K +$22K +211 +4%
OWP
1040
Obermeyer Wealth Partners
Colorado
$525K +$277K +2,651 +112%
CB
1041
Centennial Bank
Arkansas
$522K
HFAS
1042
Hummer Financial Advisory Services
Illinois
$522K
DTC
1043
Davidson Trust Company
Washington
$522K
MMG
1044
Monetary Management Group
Missouri
$522K
SFP
1045
Sandbox Financial Partners
Maryland
$522K +$16.6K +159 +3%
AWM
1046
Aries Wealth Management
Maine
$520K
AC
1047
AIFG Consultants
New York
$520K -$144K -1,382 -22%
AWAG
1048
ARS Wealth Advisors Group
Florida
$518K
OFP
1049
OLIO Financial Planning
Virginia
$518K -$1.36K -13 -0.3%
WCWM
1050
Willow Creek Wealth Management
California
$518K +$3.87K +37 +0.8%