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iShares National Muni Bond ETF

1,528 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, 664 increasing their positions, 569 reducing their positions, and 93 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 repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less funds holding

Funds holding:

1% less capital invested

Capital invested by funds: $34.4B → $34.3B (-$191M)

3.48% less ownership

Funds ownership: 89.17%85.69% (-3.5%)

10% less funds holding in top 10

Funds holding in top 10: 10695 (-11)

Holders
1,528
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
95
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$526M
Puts
$347M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
OIA
1226
Optimum Investment Advisors
Illinois
$319K
GAA
1227
Global Assets Advisory
Florida
$319K
HOWA
1228
Heritage Oak Wealth Advisors
Florida
$316K
HKIM
1229
Hayek Kallen Investment Management
Alabama
$316K
CCM
1230
Charter Capital Management
Wisconsin
$315K
NP
1231
NorthRock Partners
Minnesota
$314K
CWM
1232
Castle Wealth Management
Florida
$311K
TNBTD
1233
Trustmark National Bank Trust Department
Mississippi
$310K
EIG
1234
Ellenbecker Investment Group
Wisconsin
$308K
EW
1235
Element Wealth
Mississippi
$307K
RWM
1236
Riverbend Wealth Management
South Carolina
$306K
BP
1237
BBR Partners
New York
$306K
NFC
1238
Northstar Financial Companies
Pennsylvania
$305K
MFA
1239
Millington Financial Advisors
Illinois
$305K
SFP
1240
Shepherd Financial Partners
Massachusetts
$305K
UIM
1241
Unified Investment Management
Georgia
$303K
LCWP
1242
Legacy Capital Wealth Partners
Arkansas
$302K
BCA
1243
Bay Colony Advisors
Massachusetts
$302K
IWP
1244
Innova Wealth Partners
Pennsylvania
$300K
AC
1245
Addison Capital
Pennsylvania
$300K
TPWA
1246
TRUE Private Wealth Advisors
Oregon
$298K
PJSIMP
1247
P.J. Schmidt Investment Management (PJS)
Wisconsin
$298K
PFBT
1248
Parkside Financial Bank & Trust
Missouri
$297K
OIM
1249
Oder Investment Management
California
$296K
EA
1250
Efficient Advisors
Ohio
$296K