MUB icon

iShares National Muni Bond ETF

1,524 hedge funds and large institutions have $34.2B invested in iShares National Muni Bond ETF in 2025 Q3 according to their latest regulatory filings, with 117 funds opening new positions, 661 increasing their positions, 569 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 → $34.2B (-$198M)

3.49% less ownership

Funds ownership: 89.16%85.67% (-3.5%)

10% less funds holding in top 10

Funds holding in top 10: 10695 (-11)

Holders
1,524
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
FWP
1026
Firethorn Wealth Partners
Georgia
$560K
FNB
1027
Farmers National Bank
Kentucky
$560K
AWS
1028
Aspen Wealth Strategies
Colorado
$557K
TWM
1029
Tradition Wealth Management
Minnesota
$554K
1WM
1030
1900 Wealth Management
Texas
$553K
IW
1031
Instrumental Wealth
Florida
$552K
OWP
1032
Obermeyer Wealth Partners
Colorado
$552K
GAM
1033
GEM Asset Management
Michigan
$547K
AAS
1034
Annex Advisory Services
Wisconsin
$547K
VAG
1035
VisionPoint Advisory Group
Texas
$546K
GD
1036
Grandfield & Dodd
New York
$545K
CA
1037
Calton & Associates
Florida
$544K
IG
1038
IFS Group
Pennsylvania
$543K
VFPW
1039
Vantage Financial Partners (Wisconsin)
Wisconsin
$540K
WW
1040
Westshore Wealth
California
$539K
MMG
1041
Monetary Management Group
Missouri
$532K
DTC
1042
Davidson Trust Company
Washington
$532K
HFAS
1043
Hummer Financial Advisory Services
Illinois
$532K
WCWM
1044
Willow Creek Wealth Management
California
$531K
AWM
1045
Aries Wealth Management
Maine
$530K
AWAG
1046
ARS Wealth Advisors Group
Florida
$528K
OFP
1047
OLIO Financial Planning
Virginia
$526K
BFG
1048
Beacon Financial Group
Texas
$524K
EIP
1049
Ellis Investment Partners
Pennsylvania
$524K
TW
1050
TritonPoint Wealth
Maryland
$522K