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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
RWM
1151
Revisor Wealth Management
Ohio
$405K -$3.87K -37 -1%
BFG
1152
Berger Financial Group
Minnesota
$404K +$314 +3 +0.1%
LCG
1153
Lakeshore Capital Group
Illinois
$403K -$98.1K -937 -20%
CT
1154
Colonial Trust
South Carolina
$402K -$12.9K -123 -3%
PFG
1155
PAX Financial Group
Texas
$401K -$10.4K -99 -3%
BTW
1156
Boston Trust Walden
Massachusetts
$400K +$393K +3,760 New
AWM
1157
Altus Wealth Management
Kentucky
$400K
VNA
1158
Valley National Advisers
Pennsylvania
$397K +$339K +3,243 +667%
IA
1159
IFC Advisors
California
$396K -$46.8K -447 -11%
WAAG
1160
Wealth Alliance Advisory Group
Kansas
$396K -$430K -4,107 -52%
EB
1161
Eastern Bank
Massachusetts
$395K
FL
1162
FreeGulliver LLC
Louisiana
$394K +$31.4K +300 +9%
Empower Advisory Group
1163
Empower Advisory Group
Colorado
$394K +$64.7K +618 +20%
HWMC
1164
Heritage Wealth Management (California)
California
$392K -$3.14K -30 -0.8%
HHWM
1165
Hiley Hunt Wealth Management
Nebraska
$392K -$260K -2,488 -40%
CTWM
1166
Cherry Tree Wealth Management
Minnesota
$392K -$275K -2,631 -42%
FFA
1167
Florida Financial Advisors
Florida
$389K -$310K -2,963 -45%
AC
1168
Anson Capital
Georgia
$387K -$14.4K -138 -4%
COCM
1169
Charter Oak Capital Management
New Hampshire
$386K -$8.69K -83 -2%
S
1170
Sachetta
Massachusetts
$385K
AIC
1171
Allodium Investment Consultants
Minnesota
$385K +$21.9K +209 +6%
CFG
1172
Cooper Financial Group
California
$384K +$377K +3,606 New
BI
1173
Binnacle Investments
Iowa
$380K -$10.8K -103 -3%
OCM
1174
Objective Capital Management
Ohio
$378K
1L
1175
10Elms LLP
Oklahoma
$378K +$31.4K +300 +9%