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iShares National Muni Bond ETF

1,484 hedge funds and large institutions have $35.3B invested in iShares National Muni Bond ETF in 2025 Q1 according to their latest regulatory filings, with 119 funds opening new positions, 581 increasing their positions, 603 reducing their positions, and 109 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,484
Holders Change
-23
Holders Change %
-1.53%
% of All Funds
20.15%
Holding in Top 10
117
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-3.31%
% of All Funds
1.59%
New
119
Increased
581
Reduced
603
Closed
109
Calls
$99.1M
Puts
$467M
Net Calls
-$368M
Net Calls Change
-$298M
Name Holding Trade Value Shares
Change
Shares
Change %
PW
1201
Paladin Wealth
Minnesota
$331K +$331K +3,143 New
RF
1202
RHS Financial
California
$330K -$94.6K -897 -22%
LCM
1203
Leisure Capital Management
California
$328K -$569K -5,398 -63%
PIA
1204
Perennial Investment Advisors
California
$328K +$328K +3,109 New
ACP
1205
Aviance Capital Partners
Florida
$324K -$24.8K -235 -7%
GCM
1206
Gallacher Capital Management
Colorado
$322K -$222K -2,101 -41%
EF
1207
Elite Financial
Idaho
$321K +$1.69K +16 +0.5%
DWS
1208
Dynamic Wealth Strategies
California
$320K +$32.7K +310 +11%
HGWM
1209
Horst & Graben Wealth Management
Oregon
$319K +$1.16K +11 +0.4%
FA
1210
Flagstar Advisors
New York
$317K -$52.6K -499 -14%
OIA
1211
Optimum Investment Advisors
Illinois
$316K
FWP
1212
Falcon Wealth Planning
California
$314K +$314K +2,978 New
HOWA
1213
Heritage Oak Wealth Advisors
Florida
$313K
ITB
1214
Idaho Trust Bank
Idaho
$311K +$14.4K +137 +5%
VP
1215
Verum Partners
North Carolina
$311K -$30.2K -286 -9%
S
1216
Sachetta
Massachusetts
$309K
LWM
1217
LeConte Wealth Management
Tennessee
$308K +$308K +2,925 New
IWP
1218
Innova Wealth Partners
Pennsylvania
$308K -$8.44K -80 -3%
TNBTD
1219
Trustmark National Bank Trust Department
Mississippi
$307K
CGA
1220
Crescent Grove Advisors
Illinois
$306K +$1.79K +17 +0.6%
FL
1221
FreeGulliver LLC
Louisiana
$306K
PP
1222
Patten & Patten
Tennessee
$305K -$163K -1,550 -35%
MAV
1223
Mason & Associates (Virginia)
Virginia
$304K +$1.05K +10 +0.3%
RWM
1224
Riverbend Wealth Management
South Carolina
$304K +$10K +95 +3%
BP
1225
BBR Partners
New York
$303K