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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
RT
1201
Rockland Trust
Massachusetts
$351K +$345K +3,294 New
NCM
1202
Northland Capital Management
Minnesota
$350K -$16.2K -155 -5%
EFG
1203
Erickson Financial Group
Pennsylvania
$347K
NFA
1204
Northwest Financial Advisors
Virginia
$345K +$98.1K +937 +41%
PIA
1205
Perennial Investment Advisors
California
$345K +$125K +1,198 +59%
HGWM
1206
Horst & Graben Wealth Management
Oregon
$345K +$19.3K +184 +6%
AWM
1207
Accel Wealth Management
Iowa
$345K -$23.3K -223 -6%
AQR Capital Management
1208
AQR Capital Management
Connecticut
$344K -$1.09M -10,437 -76%
IA
1209
Integrity Alliance
Iowa
$343K +$3.87K +37 +1%
TCM
1210
Traynor Capital Management
Pennsylvania
$342K -$4.19K -40 -1%
SWP
1211
Summit Wealth Partners
Florida
$341K +$1.67K +16 +0.5%
KPWG
1212
KFA Private Wealth Group
Virginia
$339K -$212K -2,029 -39%
BHWA
1213
Beacon Harbor Wealth Advisors
Virginia
$337K +$331K +3,161 New
AWA
1214
Amplius Wealth Advisors
Pennsylvania
$336K +$2.62K +25 +0.8%
PP
1215
Patron Partners
Texas
$334K
CFB
1216
Cullen/Frost Bankers
Texas
$332K +$308K +2,944 +1,673%
LCM
1217
Leisure Capital Management
California
$331K
FPCG
1218
Forum Private Client Group
Indiana
$331K -$163K -1,555 -33%
CA
1219
Cumberland Advisors
Florida
$330K +$21.5K +205 +7%
RZH
1220
Relyea Zuckerberg Hanson
Connecticut
$328K -$49.2K -470 -13%
FCP
1221
Fidelis Capital Partners
Florida
$328K
BA
1222
Ballast Advisors
Minnesota
$327K -$219K -2,092 -40%
AFAS
1223
Acorn Financial Advisory Services
Virginia
$327K +$16.5K +158 +5%
NWAG
1224
Net Worth Advisory Group
Utah
$327K -$249K -2,378 -44%
Principal Financial Group
1225
Principal Financial Group
Iowa
$326K +$2.93K +28 +0.9%