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iShares National Muni Bond ETF

1,513 hedge funds and large institutions have $34.4B invested in iShares National Muni Bond ETF in 2025 Q2 according to their latest regulatory filings, with 155 funds opening new positions, 551 increasing their positions, 640 reducing their positions, and 98 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,513
Holders Change
+29
Holders Change %
+1.95%
% of All Funds
20.28%
Holding in Top 10
105
Holding in Top 10 Change
-12
Holding in Top 10 Change %
-10.26%
% of All Funds
1.41%
New
155
Increased
551
Reduced
640
Closed
98
Calls
$593M
Puts
$226M
Net Calls
+$368M
Net Calls Change
+$736M
Name Holding Trade Value Shares
Change
Shares
Change %
CPCM
101
Cardinal Point Capital Management
Ontario, Canada
$33.5M -$1.1M -10,528 -3%
CWM
102
Cahaba Wealth Management
Georgia
$32.9M -$753K -7,203 -2%
IWC
103
Integrated Wealth Concepts
Massachusetts
$32.9M +$82K +785 +0.3%
Cambridge Investment Research Advisors
104
Cambridge Investment Research Advisors
Iowa
$32.3M +$3.8M +36,360 +13%
RWM
105
Rockwood Wealth Management
Pennsylvania
$32M +$31.7M +303,080 +8,382%
DL
106
DOHJ LLC
Washington
$31.6M -$1.34M -12,921 -4%
Susquehanna International Group
107
Susquehanna International Group
Pennsylvania
$31.2M -$86.9M -831,866 -74%
GC
108
Garde Capital
Washington
$30.9M +$1.84M +17,648 +6%
OSAM
109
O'Shaughnessy Asset Management
Connecticut
$30.9M -$3.84M -36,726 -11%
M&T Bank
110
M&T Bank
New York
$29.9M -$1.55M -14,842 -5%
SFG
111
SNS Financial Group
Minnesota
$29.9M -$681K -6,514 -2%
SAG
112
SageView Advisory Group
California
$29.8M +$2.24M +21,617 +8%
SDWMA
113
Schneider Downs Wealth Management Advisors
Pennsylvania
$29.7M -$1.29M -12,335 -4%
DWM
114
Dynasty Wealth Management
Florida
$29.3M +$749K +7,170 +3%
IWA
115
Icon Wealth Advisors
Texas
$28.6M +$4M +38,286 +16%
CL
116
Choreo LLC
Illinois
$28.4M +$4.09M +39,129 +17%
CAM
117
Cresset Asset Management
Illinois
$28.3M +$13.6M +130,281 +93%
SI
118
Seeds Investor
New York
$27.3M +$2.17M +20,723 +9%
PMFA
119
Plante Moran Financial Advisors
Michigan
$27.3M -$3.38M -32,329 -11%
CIP
120
Capital Insight Partners
Arizona
$27M -$928K -8,884 -3%
LS
121
Liquid Strategies
Georgia
$26.6M -$3.88M -37,104 -13%
GSIS
122
Global Strategic Investment Solutions
Arizona
$26.5M -$23.7M -226,812 -47%
Natixis Advisors
123
Natixis Advisors
Massachusetts
$26.4M -$17.6M -168,778 -40%
PAMP
124
Polar Asset Management Partners
Ontario, Canada
$26.1M +$26.1M +250,000 New
AWM
125
Avior Wealth Management
Nebraska
$26M +$5.26M +50,353 +25%