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iShares National Muni Bond ETF

1,514 hedge funds and large institutions have $34.4B invested in iShares National Muni Bond ETF in 2025 Q2 according to their latest regulatory filings, with 156 funds opening new positions, 551 increasing their positions, 640 reducing their positions, and 98 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,514
Holders Change
+30
Holders Change %
+2.02%
% of All Funds
20.29%
Holding in Top 10
105
Holding in Top 10 Change
-12
Holding in Top 10 Change %
-10.26%
% of All Funds
1.41%
New
156
Increased
551
Reduced
640
Closed
98
Calls
$593M
Puts
$226M
Net Calls
+$368M
Net Calls Change
+$736M
Name Holding Trade Value Shares
Change
Shares
Change %
AWM
1176
Accel Wealth Management
Iowa
$361K -$85K -813 -19%
LWA
1177
Lifelong Wealth Advisors
Minnesota
$361K +$361K +3,454 New
PCH
1178
PGIM Custom Harvest
New Jersey
$361K -$230K -2,203 -39%
CKAIS
1179
Christensen King & Associates Investment Services
Washington
$360K -$31.3K -300 -8%
EA
1180
Efficient Advisors
Ohio
$360K -$516K -4,936 -59%
NCM
1181
Northland Capital Management
Minnesota
$359K -$10.4K -100 -3%
FYW
1182
Future You Wealth
New York
$359K -$29.4K -281 -8%
MWA
1183
Merkkuri Wealth Advisors
New York
$359K -$262K -2,503 -42%
TL
1184
Tradewinds LLC
North Carolina
$359K +$359K +3,433 New
LIG
1185
Lokken Investment Group
Delaware
$358K -$60.2K -576 -14%
ACM
1186
Advance Capital Management
Michigan
$357K +$19.9K +190 +6%
AIC
1187
Allodium Investment Consultants
Minnesota
$356K +$16.5K +158 +5%
FL
1188
FreeGulliver LLC
Louisiana
$355K +$52.3K +501 +17%
IFA
1189
Interactive Financial Advisors
Illinois
$354K -$5.85K -56 -2%
BAWC
1190
Boyce & Associates Wealth Consulting
Texas
$353K -$124K -1,185 -26%
CAM
1191
Congress Asset Management
Massachusetts
$351K +$351K +3,364 New
FW
1192
Fairway Wealth
Ohio
$351K -$422K -4,042 -55%
GC
1193
Grimes & Company
Massachusetts
$350K +$54K +517 +18%
MPCG
1194
Matrix Private Capital Group
New York
$350K +$324K +3,100 +1,240%
GAA
1195
Guardian Asset Advisors
Pennsylvania
$350K +$2.2K +21 +0.6%
PWM
1196
Palumbo Wealth Management
New York
$350K -$106K -1,011 -23%
FF
1197
Friday Financial
Iowa
$345K -$1.99K -19 -0.6%
EBT
1198
Enterprise Bank & Trust
Massachusetts
$344K
SP
1199
Sequent Planning
Nebraska
$342K +$95.3K +912 +39%
TCG
1200
Transcendent Capital Group
Oklahoma
$342K -$1.36K -13 -0.4%