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iShares National Muni Bond ETF

1,626 hedge funds and large institutions have $36.1B invested in iShares National Muni Bond ETF in 2025 Q4 according to their latest regulatory filings, with 219 funds opening new positions, 772 increasing their positions, 449 reducing their positions, and 91 closing their positions.

New
Increased
Maintained
Reduced
Closed

141% more first-time investments, than exits

New positions opened: 219 | Existing positions closed: 91

72% more repeat investments, than reductions

Existing positions increased: 772 | Existing positions reduced: 449

6% more funds holding

Funds holding: 1,5341,626 (+92)

5% more capital invested

Capital invested by funds: $34.3B → $36.1B (+$1.86B)

5% more funds holding in top 10

Funds holding in top 10: 95100 (+5)

1.18% more ownership

Funds ownership: 85.71%86.89% (+1.2%)

6% less call options, than puts

Call options by funds: $266M | Put options by funds: $284M

Holders
1,626
Holders Change
+92
Holders Change %
+6%
% of All Funds
19.78%
Holding in Top 10
100
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+5.26%
% of All Funds
1.22%
New
219
Increased
772
Reduced
449
Closed
91
Calls
$266M
Puts
$284M
Net Calls
-$17.5M
Net Calls Change
-$197M
Name Holding Trade Value Shares
Change
Change in
Stake
EFM
1051
Eley Financial Management
Vermont
$630K -$143K -1,338 -19%
JSA
1052
Jim Saulnier & Associates
Colorado
$624K -$1.28K -12 -0.2%
RWM
1053
Rialto Wealth Management
New York
$623K -$7.71K -72 -1%
II
1054
Impact Investors
California
$622K +$41.4K +387 +7%
NC
1055
NewSquare Capital
Pennsylvania
$622K -$5.43M -50,700 -90%
WA
1056
Wealthstar Advisors
Texas
$616K -$678K -6,328 -52%
SC
1057
Sapient Capital
Indiana
$615K +$615K +5,740 New
RIP
1058
RAM Investment Partners
Washington
$614K +$40.9K +382 +7%
CWI
1059
Conscious Wealth Investments
Florida
$614K -$6.75K -63 -1%
FF
1060
Friday Financial
Iowa
$613K +$259K +2,419 +73%
SCM
1061
Seascape Capital Management
New Hampshire
$612K +$18.7K +175 +3%
QPWM
1062
Quadrant Private Wealth Management
Pennsylvania
$610K +$610K +5,696 New
BC
1063
BDFS Capital
Delaware
$607K +$606K +5,663 New
HTC
1064
Haverford Trust Company
Pennsylvania
$606K -$4.92K -46 -0.8%
HWA
1065
Heritage Wealth Advisors
Virginia
$605K +$605K +5,648 New
CCFM
1066
Clear Creek Financial Management
Washington
$604K +$8.14K +76 +1%
SIM
1067
Stratos Investment Management
Ohio
$602K +$127K +1,189 +27%
GWM
1068
Geneos Wealth Management
Colorado
$602K +$10.8K +101 +2%
CWMP
1069
Clarion Wealth Managment Partners
Virginia
$599K -$321 -3 -0.1%
HWM
1070
HB Wealth Management
Georgia
$599K -$260K -2,433 -30%
TCA
1071
Transcend Capital Advisors
New Jersey
$597K -$244K -2,280 -29%
SPI
1072
Sutton Place Investors
New York
$594K -$35.2K -329 -6%
SFWC
1073
Strategic Family Wealth Counselors
New Jersey
$593K
NB
1074
Nicolet Bankshares
Wisconsin
$592K
FWP
1075
Firethorn Wealth Partners
Georgia
$592K +$27.9K +261 +5%