We are live on ! Find out more
MUB icon

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
SAM
1101
Strategy Asset Managers
California
$536K +$536K +5,008 New
HFAS
1102
Hummer Financial Advisory Services
Illinois
$536K
MMG
1103
Monetary Management Group
Missouri
$536K
BFG
1104
Beacon Financial Group
Texas
$530K +$3K +28 +0.6%
DAC
1105
Dutch Asset Corp
New York
$530K +$530K +4,950 New
OFP
1106
OLIO Financial Planning
Virginia
$529K
GM
1107
GeoWealth Management
Illinois
$528K +$5.46K +51 +1%
TAM
1108
Titleist Asset Management
Texas
$525K +$107 +1 +0%
EWA
1109
Evolution Wealth Advisors
Florida
$525K
C
1110
Covestor
United Kingdom
$523K +$52.5K +490 +11%
AWA
1111
Acorn Wealth Advisors
Michigan
$521K +$35.4K +331 +7%
WA
1112
WPG Advisers
Maryland
$521K +$31.2K +291 +6%
Empower Advisory Group
1113
Empower Advisory Group
Colorado
$521K +$125K +1,165 +32%
LCM
1114
Leisure Capital Management
California
$518K +$185K +1,727 +56%
IAG
1115
Investment Advisory Group
Massachusetts
$514K +$514K +4,802 New
BBA
1116
Braun-Bostich & Associates
Pennsylvania
$514K -$1.18K -11 -0.2%
NFC
1117
Northstar Financial Companies
Pennsylvania
$513K +$206K +1,926 +67%
CFG
1118
Cassilly Financial Group
Maryland
$511K +$511K +4,771 New
BHWM
1119
Bar Harbor Wealth Management
New Hampshire
$511K +$32.1K +300 +7%
BCP
1120
Blue Chip Partners
Michigan
$510K +$5.35K +50 +1%
CWM
1121
Chesapeake Wealth Management
Virginia
$509K +$13.4K +125 +3%
CAM
1122
Capital Asset Management
Colorado
$506K +$506K +4,725 New
SFP
1123
Sandbox Financial Partners
Maryland
$506K +$34.9K +326 +7%
KCWM
1124
Kane Co Wealth Management
Iowa
$503K +$503K +4,700 New
NA
1125
Networth Advisors
Pennsylvania
$503K +$503K +4,699 New