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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
CWM
1026
Calamos Wealth Management
Illinois
$571K -$9.63K -92 -2%
CCA
1027
Cadent Capital Advisors
Oklahoma
$571K -$9.52K -91 -2%
PCA
1028
Pallas Capital Advisors
Massachusetts
$570K
RIP
1029
RAM Investment Partners
Washington
$570K -$52.3K -500 -9%
MCM
1030
Maple Capital Management
Vermont
$567K +$73.6K +703 +15%
CC
1031
Copperleaf Capital
North Carolina
$565K +$22.6K +216 +4%
WWG
1032
West Wealth Group
California
$564K +$215K +2,059 +64%
NB
1033
NBT Bank
New York
$562K -$131K -1,250 -19%
FWP
1034
Firethorn Wealth Partners
Georgia
$560K +$126K +1,203 +30%
FNB
1035
Farmers National Bank
Kentucky
$560K +$79.4K +759 +17%
AWS
1036
Aspen Wealth Strategies
Colorado
$557K -$107K -1,023 -16%
TWM
1037
Tradition Wealth Management
Minnesota
$554K
1WM
1038
1900 Wealth Management
Texas
$553K -$60.1K -574 -10%
IW
1039
Instrumental Wealth
Florida
$552K +$2.3K +22 +0.4%
OWP
1040
Obermeyer Wealth Partners
Colorado
$552K +$16.5K +158 +3%
GAM
1041
GEM Asset Management
Michigan
$547K +$4.29K +41 +0.8%
AAS
1042
Annex Advisory Services
Wisconsin
$547K -$562K -5,371 -51%
VAG
1043
VisionPoint Advisory Group
Texas
$546K +$235K +2,246 +78%
GD
1044
Grandfield & Dodd
New York
$545K
CA
1045
Calton & Associates
Florida
$544K +$148K +1,411 +38%
IG
1046
IFS Group
Pennsylvania
$543K +$535K +5,108 New
VFPW
1047
Vantage Financial Partners (Wisconsin)
Wisconsin
$540K -$7.33K -70 -1%
WW
1048
Westshore Wealth
California
$539K -$337K -3,220 -39%
DTC
1049
Davidson Trust Company
Washington
$532K
HFAS
1050
Hummer Financial Advisory Services
Illinois
$532K