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iShares National Muni Bond ETF

1,527 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, 568 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 (-$193M)

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
1,527
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
GAA
1226
Global Assets Advisory
Florida
$319K
HOWA
1227
Heritage Oak Wealth Advisors
Florida
$316K
HKIM
1228
Hayek Kallen Investment Management
Alabama
$316K
CCM
1229
Charter Capital Management
Wisconsin
$315K
NP
1230
NorthRock Partners
Minnesota
$314K
CWM
1231
Castle Wealth Management
Florida
$311K
TNBTD
1232
Trustmark National Bank Trust Department
Mississippi
$310K
EIG
1233
Ellenbecker Investment Group
Wisconsin
$308K
EW
1234
Element Wealth
Mississippi
$307K
RWM
1235
Riverbend Wealth Management
South Carolina
$306K
BP
1236
BBR Partners
New York
$306K
NFC
1237
Northstar Financial Companies
Pennsylvania
$305K
MFA
1238
Millington Financial Advisors
Illinois
$305K
SFP
1239
Shepherd Financial Partners
Massachusetts
$305K
UIM
1240
Unified Investment Management
Georgia
$303K
LCWP
1241
Legacy Capital Wealth Partners
Arkansas
$302K
BCA
1242
Bay Colony Advisors
Massachusetts
$302K
IWP
1243
Innova Wealth Partners
Pennsylvania
$300K
AC
1244
Addison Capital
Pennsylvania
$300K
TPWA
1245
TRUE Private Wealth Advisors
Oregon
$298K
PJSIMP
1246
P.J. Schmidt Investment Management (PJS)
Wisconsin
$298K
PFBT
1247
Parkside Financial Bank & Trust
Missouri
$297K
OIM
1248
Oder Investment Management
California
$296K
EA
1249
Efficient Advisors
Ohio
$296K
PCM
1250
Parsons Capital Management
Rhode Island
$295K