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iShares National Muni Bond ETF

1,625 hedge funds and large institutions have $36.1B invested in iShares National Muni Bond ETF in 2025 Q4 according to their latest regulatory filings, with 219 funds opening new positions, 771 increasing their positions, 449 reducing their positions, and 91 closing their positions.

New
Increased
Maintained
Reduced
Closed

141% more first-time investments, than exits

New positions opened: 219 | Existing positions closed: 91

72% more repeat investments, than reductions

Existing positions increased: 771 | Existing positions reduced: 449

6% more funds holding

Funds holding: 1,5341,625 (+91)

5% more capital invested

Capital invested by funds: $34.3B → $36.1B (+$1.86B)

5% more funds holding in top 10

Funds holding in top 10: 95100 (+5)

1.17% more ownership

Funds ownership: 85.71%86.88% (+1.2%)

6% less call options, than puts

Call options by funds: $266M | Put options by funds: $284M

Holders
1,625
Holders Change
+91
Holders Change %
+5.93%
% of All Funds
19.77%
Holding in Top 10
100
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+5.26%
% of All Funds
1.22%
New
219
Increased
771
Reduced
449
Closed
91
Calls
$266M
Puts
$284M
Net Calls
-$17.5M
Net Calls Change
-$197M
Name Holding Trade Value Shares
Change
Change in
Stake
OBWG
1226
Onyx Bridge Wealth Group
New York
$389K +$389K +3,632 New
WG
1227
Welch Group
Alabama
$389K +$389K +3,629 New
CFG
1228
Cooper Financial Group
California
$387K +$964 +9 +0.2%
FFP
1229
Frisco Financial Planning
Texas
$383K +$383K +3,574 New
CAP
1230
Columbia Advisory Partners
Washington
$381K +$16.7K +156 +5%
HWA
1231
Hilltop Wealth Advisors
North Carolina
$377K
CFFP
1232
Center for Financial Planning
Michigan
$377K
EK
1233
Evensky & Katz
Florida
$377K +$133K +1,239 +54%
IPW
1234
Intergy Private Wealth
Colorado
$377K +$131K +1,228 +54%
GC
1235
Grimes & Company
Massachusetts
$377K +$15K +140 +4%
MPCG
1236
Matrix Private Capital Group
New York
$375K +$16.1K +150 +4%
CWM
1237
Chemistry Wealth Management
New York
$374K
CFGA
1238
Cambridge Financial Group (Arizona)
Arizona
$373K -$354K -3,308 -49%
BWM
1239
BankPlus Wealth Management
Mississippi
$372K -$215K -2,012 -37%
EFG
1240
Elevated Financial Group
Indiana
$372K +$372K +3,472 New
WFAG
1241
Wescott Financial Advisory Group
Pennsylvania
$372K -$52.4K -489 -12%
VFG
1242
Valley Financial Group
Pennsylvania
$371K +$8.78K +82 +2%
UA
1243
URS Advisory
Florida
$371K +$371K +3,462 New
TNBTD
1244
Trustmark National Bank Trust Department
Mississippi
$370K +$58.5K +546 +19%
1L
1245
10Elms LLP
Oklahoma
$370K -$10.7K -100 -3%
KFG
1246
Kropog Financial Group
Louisiana
$369K +$1.61K +15 +0.4%
OPF
1247
Old Peak Finance
North Carolina
$369K +$368K +3,441 New
FWWM
1248
Fiscal Wisdom Wealth Management
Connecticut
$368K +$5.35K +50 +1%
DWA
1249
Davis Wealth Advisors
New Hampshire
$368K +$367K +3,431 New
GIA
1250
Gladstone Institutional Advisory
Florida
$367K -$44.1K -412 -11%