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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
WAG
1226
Wheelhouse Advisory Group
Missouri
$324K +$419 +4 +0.1%
EFH
1227
Eaton Financial Holdings
Florida
$324K
SCA
1228
Sandy Cove Advisors
Massachusetts
$321K +$316K +3,019 New
NLP
1229
Next Level Private
New York
$321K +$3.45K +33 +1%
IWN
1230
Independent Wealth Network
Iowa
$320K +$16.3K +156 +5%
OIA
1231
Optimum Investment Advisors
Illinois
$319K
GAA
1232
Global Assets Advisory
Florida
$319K -$10.6K -101 -3%
HOWA
1233
Heritage Oak Wealth Advisors
Florida
$316K
HKIM
1234
Hayek Kallen Investment Management
Alabama
$316K -$156K -1,495 -53%
CCM
1235
Charter Capital Management
Wisconsin
$315K +$2.41K +23 +0.8%
NP
1236
NorthRock Partners
Minnesota
$314K +$309K +2,949 New
CWM
1237
Castle Wealth Management
Florida
$311K +$305K +2,916 New
TNBTD
1238
Trustmark National Bank Trust Department
Mississippi
$310K
EIG
1239
Ellenbecker Investment Group
Wisconsin
$308K -$68.9K -658 -19%
EW
1240
Element Wealth
Mississippi
$307K +$20.1K +192 +7%
RWM
1241
Riverbend Wealth Management
South Carolina
$306K +$1.15K +11 +0.4%
BP
1242
BBR Partners
New York
$306K
NFC
1243
Northstar Financial Companies
Pennsylvania
$305K +$300K +2,867 New
MFA
1244
Millington Financial Advisors
Illinois
$305K -$6.38K -61 -2%
SFP
1245
Shepherd Financial Partners
Massachusetts
$305K
UIM
1246
Unified Investment Management
Georgia
$303K
LCWP
1247
Legacy Capital Wealth Partners
Arkansas
$302K -$2.02M -19,310 -87%
BCA
1248
Bay Colony Advisors
Massachusetts
$302K +$22.2K +212 +8%
IWP
1249
Innova Wealth Partners
Pennsylvania
$300K -$5.23K -50 -2%
AC
1250
Addison Capital
Pennsylvania
$300K