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iShares National Muni Bond ETF

1,513 hedge funds and large institutions have $34.4B invested in iShares National Muni Bond ETF in 2025 Q2 according to their latest regulatory filings, with 155 funds opening new positions, 551 increasing their positions, 640 reducing their positions, and 98 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,513
Holders Change
+29
Holders Change %
+1.95%
% of All Funds
20.29%
Holding in Top 10
105
Holding in Top 10 Change
-12
Holding in Top 10 Change %
-10.26%
% of All Funds
1.41%
New
155
Increased
551
Reduced
640
Closed
98
Calls
$593M
Puts
$226M
Net Calls
+$368M
Net Calls Change
+$736M
Name Holding Trade Value Shares
Change
Shares
Change %
IWN
1251
Independent Wealth Network
Iowa
$298K +$48.5K +464 +19%
QPWM
1252
Quadrant Private Wealth Management
Pennsylvania
$296K +$296K +2,835 New
KFGK
1253
Keystone Financial Group (Kentucky)
Kentucky
$295K +$68.3K +654 +30%
PL
1254
Plancorp LLC
Missouri
$295K +$295K +2,820 New
AC
1255
Addison Capital
Pennsylvania
$294K
FCA
1256
FLC Capital Advisors
California
$294K +$76.1K +728 +35%
HKIM
1257
Hayek Kallen Investment Management
Alabama
$293K +$293K +2,800 New
TPWA
1258
TRUE Private Wealth Advisors
Oregon
$293K -$44K -421 -13%
MTIM
1259
Marathon Trading Investment Management
Pennsylvania
$293K +$293K +2,800 New
BO
1260
Bank OZK
Arkansas
$292K +$5.54K +53 +2%
OFS
1261
Orrstown Financial Services
Pennsylvania
$291K +$291K +2,786 New
CWG
1262
Cornerstone Wealth Group
North Carolina
$290K -$1.54M -14,741 -84%
LRWA
1263
Long Run Wealth Advisors
New York
$290K +$290K +2,773 New
OIM
1264
Oder Investment Management
California
$290K +$85.6K +819 +42%
PCM
1265
Parsons Capital Management
Rhode Island
$290K
SW
1266
StrongBox Wealth
Missouri
$288K
LWL
1267
Leo Wealth LLC
Texas
$288K +$288K +2,758 New
AWM
1268
Aprio Wealth Management
Georgia
$287K -$99.6K -953 -26%
BWA
1269
Blodgett Wealth Advisors
California
$286K +$286K +2,739 New
NWM
1270
Northwest Wealth Management
Iowa
$282K +$940 +9 +0.3%
WJWM
1271
Williams Jones Wealth Management
New York
$282K +$282K +2,700 New
EW
1272
Element Wealth
Mississippi
$281K +$16.9K +162 +6%
RRA
1273
Round Rock Advisors
Connecticut
$278K
AWP
1274
Axis Wealth Partners
Rhode Island
$277K +$7.31K +70 +3%
BCA
1275
Bay Colony Advisors
Massachusetts
$274K +$274K +2,622 New