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iShares National Muni Bond ETF

1,625 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, 771 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: 771 | Existing positions reduced: 449

6% more funds holding

Funds holding: 1,5341,625 (+91)

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)

1.17% more ownership

Funds ownership: 85.71%86.88% (+1.2%)

6% less call options, than puts

Call options by funds: $266M | Put options by funds: $284M

Holders
1,625
Holders Change
+91
Holders Change %
+5.93%
% of All Funds
19.77%
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
771
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
BRPW
1176
Ballast Rock Private Wealth
South Carolina
$440K +$440K +4,106 New
WWP
1177
Wise Wealth Partners
Arizona
$440K -$4.5K -42 -1%
OWP
1178
ORG Wealth Partners
Texas
$434K +$2.03K +19 +0.5%
EAM
1179
Evanson Asset Management
California
$434K +$184K +1,723 +74%
VNIM
1180
Vaughan Nelson Investment Management
Texas
$433K
AFA
1181
American Financial Advisors
Georgia
$432K -$6.21K -58 -1%
MPW
1182
Magnolia Private Wealth
Pennsylvania
$432K +$431K +4,029 New
CA
1183
Calton & Associates
Florida
$431K -$116K -1,085 -21%
DI
1184
Diligent Investors
California
$429K -$69.8K -652 -14%
BIA
1185
Bigelow Investment Advisors
Maine
$428K -$21.9K -205 -5%
SGI
1186
Summit Global Investments
Utah
$427K +$13.8K +129 +3%
EWA
1187
EverSource Wealth Advisors
Alabama
$421K -$382K -3,572 -48%
ZIM
1188
Zacks Investment Management
Illinois
$419K +$43.6K +407 +12%
EIP
1189
Ellis Investment Partners
Pennsylvania
$419K -$108K -1,006 -20%
COCM
1190
Charter Oak Capital Management
New Hampshire
$419K +$30.8K +288 +8%
KCAM
1191
Kagan Cocozza Asset Management
New Jersey
$416K -$373K -3,485 -47%
IA
1192
Insight Advisors
Pennsylvania
$415K -$6.75K -63 -2%
AIC
1193
Allodium Investment Consultants
Minnesota
$415K +$27.2K +254 +7%
PFGIA
1194
Patriot Financial Group Insurance Agency
Massachusetts
$415K +$4.07K +38 +1%
HNB
1195
Hilltop National Bank
Wyoming
$414K -$1.82K -17 -0.4%
PPC
1196
Park Place Capital
Alabama
$412K -$104K -970 -20%
SPF
1197
South Plains Financial
Texas
$412K
TCG
1198
Transcendent Capital Group
Oklahoma
$412K +$40.8K +381 +11%
AQR Capital Management
1199
AQR Capital Management
Connecticut
$409K +$63.7K +595 +18%
KNW
1200
Kesler Norman & Wride
Utah
$407K +$407K +3,803 New