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iShares National Muni Bond ETF

1,527 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, 664 increasing their positions, 568 reducing their positions, and 93 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 repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less funds holding

Funds holding:

1% less capital invested

Capital invested by funds: $34.4B → $34.3B (-$193M)

3.48% less ownership

Funds ownership: 89.17%85.69% (-3.5%)

10% less funds holding in top 10

Funds holding in top 10: 10695 (-11)

Holders
1,527
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
95
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$526M
Puts
$347M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WWG
1026
West Wealth Group
California
$564K
NB
1027
NBT Bank
New York
$562K
FWP
1028
Firethorn Wealth Partners
Georgia
$560K
FNB
1029
Farmers National Bank
Kentucky
$560K
AWS
1030
Aspen Wealth Strategies
Colorado
$557K
TWM
1031
Tradition Wealth Management
Minnesota
$554K
1WM
1032
1900 Wealth Management
Texas
$553K
IW
1033
Instrumental Wealth
Florida
$552K
OWP
1034
Obermeyer Wealth Partners
Colorado
$552K
GAM
1035
GEM Asset Management
Michigan
$547K
AAS
1036
Annex Advisory Services
Wisconsin
$547K
VAG
1037
VisionPoint Advisory Group
Texas
$546K
GD
1038
Grandfield & Dodd
New York
$545K
CA
1039
Calton & Associates
Florida
$544K
IG
1040
IFS Group
Pennsylvania
$543K
VFPW
1041
Vantage Financial Partners (Wisconsin)
Wisconsin
$540K
WW
1042
Westshore Wealth
California
$539K
DTC
1043
Davidson Trust Company
Washington
$532K
MMG
1044
Monetary Management Group
Missouri
$532K
HFAS
1045
Hummer Financial Advisory Services
Illinois
$532K
WCWM
1046
Willow Creek Wealth Management
California
$531K
AWM
1047
Aries Wealth Management
Maine
$530K
AWAG
1048
ARS Wealth Advisors Group
Florida
$528K
OFP
1049
OLIO Financial Planning
Virginia
$526K
BFG
1050
Beacon Financial Group
Texas
$524K