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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 %
Nisa Investment Advisors
101
Nisa Investment Advisors
Missouri
$34.1M -$1.64M -15,565 -5%
CWM
102
Cahaba Wealth Management
Georgia
$34M +$270K +2,565 +0.8%
DL
103
DOHJ LLC
Washington
$33.6M +$3.86M +36,572 +13%
RIA
104
Retirement Investment Advisors
Oklahoma
$33.5M +$2.39M +22,644 +8%
IWC
105
Integrated Wealth Concepts
Massachusetts
$33.1M +$3.12M +29,557 +10%
FSC
106
Full Sail Capital
Oklahoma
$33.1M -$985K -9,340 -3%
Pathstone Holdings
107
Pathstone Holdings
New Jersey
$33M -$11.5M -108,695 -26%
APP
108
Avantax Planning Partners
Iowa
$32.4M +$635K +6,025 +2%
M&T Bank
109
M&T Bank
New York
$31.8M -$2.45M -23,241 -7%
SDWMA
110
Schneider Downs Wealth Management Advisors
Pennsylvania
$31.3M +$3.04M +28,839 +11%
LFS
111
Lutz Financial Services
Nebraska
$31.1M -$2.33M -22,053 -7%
BlackRock
112
BlackRock
New York
$31M +$11.2M +105,892 +56%
PMFA
113
Plante Moran Financial Advisors
Michigan
$30.9M -$4.83M -45,780 -13%
SFG
114
SNS Financial Group
Minnesota
$30.8M -$149K -1,416 -0.5%
LS
115
Liquid Strategies
Georgia
$30.8M +$3.71M +35,184 +14%
GCM
116
G2 Capital Management
Ohio
$30.2M -$314K -2,982 -1%
GVAG
117
Great Valley Advisor Group
Delaware
$30.1M -$534K -5,065 -2%
WPW
118
Waldron Private Wealth
Pennsylvania
$29.8M -$7.69M -72,898 -21%
GC
119
Garde Capital
Washington
$29.3M +$29.3M +278,139 New
FPCP
120
Fort Point Capital Partners
California
$29M +$1.63M +15,472 +6%
CI
121
CX Institutional
Indiana
$29M +$5.65M +53,575 +24%
DWM
122
Dynasty Wealth Management
Florida
$28.8M -$4.02M -38,087 -12%
Cambridge Investment Research Advisors
123
Cambridge Investment Research Advisors
Iowa
$28.8M -$301K -2,857 -1%
AWS
124
Atria Wealth Solutions
New York
$28.5M -$3.16M -29,958 -10%
CIP
125
Capital Insight Partners
Arizona
$28.2M +$1.24M +11,760 +5%