MUB icon

iShares National Muni Bond ETF

1,520 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 156 funds opening new positions, 553 increasing their positions, 643 reducing their positions, and 100 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more ownership

Funds ownership:

3% less capital invested

Capital invested by funds: $35.3B → $34.4B (-$891M)

9% less funds holding in top 10

Funds holding in top 10: 117106 (-11)

14% less repeat investments, than reductions

Existing positions increased: 553 | Existing positions reduced: 643

Holders
1,520
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
106
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$593M
Puts
$226M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CPCM
101
Cardinal Point Capital Management
Ontario, Canada
$33.5M
CWM
102
Cahaba Wealth Management
Georgia
$32.9M
IWC
103
Integrated Wealth Concepts
Massachusetts
$32.9M
Cambridge Investment Research Advisors
104
Cambridge Investment Research Advisors
Iowa
$32.3M
RWM
105
Rockwood Wealth Management
Pennsylvania
$32M
DL
106
DOHJ LLC
Washington
$31.6M
Susquehanna International Group
107
Susquehanna International Group
Pennsylvania
$31.2M
GC
108
Garde Capital
Washington
$30.9M
OSAM
109
O'Shaughnessy Asset Management
Connecticut
$30.9M
M&T Bank
110
M&T Bank
New York
$29.9M
SFG
111
SNS Financial Group
Minnesota
$29.9M
SAG
112
SageView Advisory Group
California
$29.8M
SDWMA
113
Schneider Downs Wealth Management Advisors
Pennsylvania
$29.7M
DWM
114
Dynasty Wealth Management
Florida
$29.3M
IWA
115
Icon Wealth Advisors
Texas
$28.6M
CL
116
Choreo LLC
Illinois
$28.4M
CAM
117
Cresset Asset Management
Illinois
$28.3M
SI
118
Seeds Investor
New York
$27.3M
PMFA
119
Plante Moran Financial Advisors
Michigan
$27.3M
CIP
120
Capital Insight Partners
Arizona
$27M
LS
121
Liquid Strategies
Georgia
$26.6M
GSIS
122
Global Strategic Investment Solutions
Arizona
$26.5M
Natixis Advisors
123
Natixis Advisors
Massachusetts
$26.4M
PAMP
124
Polar Asset Management Partners
Ontario, Canada
$26.1M
AWM
125
Avior Wealth Management
Nebraska
$26M