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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
UFA
1076
Uptown Financial Advisors
Texas
$591K
PCA
1077
Pallas Capital Advisors
Massachusetts
$590K +$17.3K +162 +3%
Vanguard Group
1078
Vanguard Group
Pennsylvania
$585K +$87.8K +820 +18%
MCWS
1079
McKinley Carter Wealth Services
West Virginia
$585K -$28.9K -270 -5%
UFA
1080
Unify Financial Advisors
Florida
$582K +$581K +5,430 New
CCA
1081
Cadent Capital Advisors
Oklahoma
$580K +$6.21K +58 +1%
HNWAG
1082
High Net Worth Advisory Group
Florida
$579K
LHC
1083
Little House Capital
Massachusetts
$577K -$43K -402 -7%
GCM
1084
Gambit Capital Management
Tennessee
$577K +$576K +5,383 New
GAM
1085
GEM Asset Management
Michigan
$576K +$23.4K +219 +4%
HIM
1086
Harbour Investment Management
Washington
$575K -$98.7K -922 -15%
VFPW
1087
Vantage Financial Partners (Wisconsin)
Wisconsin
$575K +$32K +299 +6%
AWMS
1088
Advocacy Wealth Management Services
Georgia
$572K -$417K -3,891 -42%
NB
1089
NBT Bank
New York
$566K
VAG
1090
VisionPoint Advisory Group
Texas
$565K +$16.7K +156 +3%
DTC
1091
Davidson Trust Company
Washington
$553K +$17.3K +162 +3%
AWMI
1092
Aegis Wealth Management (Iowa)
Iowa
$552K +$551K +5,149 New
1WM
1093
1900 Wealth Management
Texas
$550K -$5.46K -51 -1%
WWG
1094
West Wealth Group
California
$549K -$15.2K -142 -3%
IAS
1095
Insigneo Advisory Services
Florida
$549K +$548K +5,123 New
CA
1096
Continuum Advisory
Idaho
$548K -$53.5K -500 -9%
GD
1097
Grandfield & Dodd
New York
$548K
PWA
1098
Provenance Wealth Advisors
Florida
$545K +$120K +1,121 +28%
ACM
1099
Advance Capital Management
Michigan
$544K +$113K +1,058 +26%
FA
1100
Fullerton Advisors
California
$537K +$536K +5,010 New