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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
HWA
1176
Hilltop Wealth Advisors
North Carolina
$375K
CFFP
1177
Center for Financial Planning
Michigan
$375K
PJWM
1178
Philip James Wealth Mangement
Georgia
$374K -$123K -1,177 -25%
ZIM
1179
Zacks Investment Management
Illinois
$374K +$28.7K +274 +8%
CWM
1180
Chemistry Wealth Management
New York
$372K
ARG
1181
Advisory Resource Group
Oklahoma
$371K +$98.7K +943 +37%
CSIC
1182
Clifford Swan Investment Counsel
California
$371K
CPRC
1183
Consolidated Portfolio Review Corp
New York
$370K -$3.24K -31 -0.9%
TCG
1184
Transcendent Capital Group
Oklahoma
$369K +$20.2K +193 +6%
PPC
1185
Pennington Partners & Co
Maryland
$368K +$362K +3,455 New
PAS
1186
PKS Advisory Services
New York
$367K +$58.4K +558 +19%
KFG
1187
Kropog Financial Group
Louisiana
$365K +$1.15K +11 +0.3%
FWWM
1188
Fiscal Wisdom Wealth Management
Connecticut
$365K +$355K +3,390 New
CAP
1189
Columbia Advisory Partners
Washington
$362K -$79.7K -762 -18%
DWS
1190
Dynamic Wealth Strategies
California
$361K +$37.9K +362 +12%
WA
1191
WBH Advisory
Maryland
$361K -$45.2K -432 -11%
BAWC
1192
Boyce & Associates Wealth Consulting
Texas
$361K +$733 +7 +0.2%
VFG
1193
Valley Financial Group
Pennsylvania
$360K -$61.6K -589 -15%
IFA
1194
Interactive Financial Advisors
Illinois
$360K -$837 -8 -0.2%
GC
1195
Grimes & Company
Massachusetts
$360K +$2.51K +24 +0.7%
CKAIS
1196
Christensen King & Associates Investment Services
Washington
$358K -$8.58K -82 -2%
KIG
1197
Kennedy Investment Group
New Jersey
$357K +$351K +3,351 New
MPCG
1198
Matrix Private Capital Group
New York
$357K
FIM
1199
Freedom Investment Management
Connecticut
$354K -$431K -4,114 -55%
FF
1200
Friday Financial
Iowa
$352K