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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
MMG
1051
Monetary Management Group
Missouri
$532K
WCWM
1052
Willow Creek Wealth Management
California
$531K +$3.24K +31 +0.6%
AWM
1053
Aries Wealth Management
Maine
$530K
AWAG
1054
ARS Wealth Advisors Group
Florida
$528K
OFP
1055
OLIO Financial Planning
Virginia
$526K -$2.3K -22 -0.4%
BFG
1056
Beacon Financial Group
Texas
$524K -$39.1K -374 -7%
EIP
1057
Ellis Investment Partners
Pennsylvania
$524K +$4.08K +39 +0.8%
TW
1058
TritonPoint Wealth
Maryland
$522K -$1.47K -14 -0.3%
TAM
1059
Titleist Asset Management
Texas
$522K +$105 +1 +0%
EWA
1060
Evolution Wealth Advisors
Florida
$521K -$25.7K -246 -5%
BWM
1061
Boyd Wealth Management
California
$521K +$4.81K +46 +1%
GM
1062
GeoWealth Management
Illinois
$519K -$241K -2,300 -32%
PPC
1063
Park Place Capital
Alabama
$513K +$116K +1,113 +30%
BBA
1064
Braun-Bostich & Associates
Pennsylvania
$512K +$113K +1,080 +29%
CS
1065
Cannell & Spears
New York
$508K +$157K +1,502 +46%
FW
1066
Fairway Wealth
Ohio
$507K +$147K +1,405 +42%
CWM
1067
Certus Wealth Management
California
$505K -$109K -1,042 -18%
BCP
1068
Blue Chip Partners
Michigan
$502K +$3.98K +38 +0.8%
AAS
1069
Asset Allocation Strategies
Michigan
$500K +$209 +2 +0%
OC
1070
Oakworth Capital
Alabama
$498K -$20K -191 -4%
BCM
1071
Becker Capital Management
Oregon
$497K +$8.37K +80 +2%
DI
1072
Diligent Investors
California
$496K -$4.29K -41 -0.9%
Vanguard Group
1073
Vanguard Group
Pennsylvania
$494K +$5.23K +50 +1%
TFCP
1074
Twin Focus Capital Partners
Massachusetts
$494K +$485K +4,635 New
CWM
1075
Chesapeake Wealth Management
Virginia
$493K +$52.3K +500 +12%