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iShares National Muni Bond ETF

1,524 hedge funds and large institutions have $34.2B invested in iShares National Muni Bond ETF in 2025 Q3 according to their latest regulatory filings, with 117 funds opening new positions, 661 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 → $34.2B (-$198M)

3.49% less ownership

Funds ownership: 89.16%85.67% (-3.5%)

10% less funds holding in top 10

Funds holding in top 10: 10695 (-11)

Holders
1,524
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
WIC
1251
Whitegate Investment Counselors
New Hampshire
$294K
CSIA
1252
Conrad Siegel Investment Advisors
Pennsylvania
$294K
SW
1253
StrongBox Wealth
Missouri
$294K
BWA
1254
Blodgett Wealth Advisors
California
$292K
LF
1255
Lee Financial
Texas
$291K
WWM
1256
Wagner Wealth Management
South Carolina
$291K
PFP
1257
Pinnacle Financial Partners
Tennessee
$290K
FIC
1258
Family Investment Center
Missouri
$290K
HFO
1259
Heritage Family Offices
Arizona
$289K
WJWM
1260
Williams Jones Wealth Management
New York
$288K
NWM
1261
Northwest Wealth Management
Iowa
$288K
WH
1262
Whitcomb & Hess
Ohio
$286K
AWP
1263
Axis Wealth Partners
Rhode Island
$285K
OFS
1264
OneAscent Financial Services
Alabama
$284K
RRA
1265
Round Rock Advisors
Connecticut
$284K
MWA
1266
Merkkuri Wealth Advisors
New York
$284K
BO
1267
Bank OZK
Arkansas
$281K
APW
1268
Aventura Private Wealth
Florida
$281K
LSIA
1269
LaSalle St. Investment Advisors
Illinois
$281K
PWG
1270
Private Wealth Group
Florida
$281K
CWG
1271
Cornerstone Wealth Group
North Carolina
$280K
OPWM
1272
Oregon Pacific Wealth Management
Oregon
$280K
LP
1273
LGL Partners
Pennsylvania
$278K
PP
1274
Patten & Patten
Tennessee
$276K
RWM
1275
Reston Wealth Management
Virginia
$276K