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iShares National Muni Bond ETF

1,535 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, 667 increasing their positions, 571 reducing their positions, and 93 closing their positions.

New
Increased
Maintained
Reduced
Closed

52% more call options, than puts

Call options by funds: $526M | Put options by funds: $347M

27% more first-time investments, than exits

New positions opened: 118 | Existing positions closed: 93

17% more repeat investments, than reductions

Existing positions increased: 667 | Existing positions reduced: 571

0% less funds holding

Funds holding: 1,5361,535 (-1)

1% less capital invested

Capital invested by funds: $34.5B → $34.3B (-$186M)

3.46% less ownership

Funds ownership: 89.18%85.71% (-3.5%)

10% less funds holding in top 10

Funds holding in top 10: 10695 (-11)

Holders
1,535
Holders Change
-1
Holders Change %
-0.07%
% of All Funds
20.15%
Holding in Top 10
95
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-10.38%
% of All Funds
1.25%
New
118
Increased
667
Reduced
571
Closed
93
Calls
$526M
Puts
$347M
Net Calls
+$179M
Net Calls Change
-$188M
Name Holding Trade Value Shares
Change
Change in
Stake
TPWA
1251
TRUE Private Wealth Advisors
Oregon
$298K
PJSIMP
1252
P.J. Schmidt Investment Management (PJS)
Wisconsin
$298K -$198K -1,892 -40%
PFBT
1253
Parkside Financial Bank & Trust
Missouri
$297K -$154K -1,470 -35%
OIM
1254
Oder Investment Management
California
$296K +$837 +8 +0.3%
EA
1255
Efficient Advisors
Ohio
$296K -$69.8K -667 -19%
PCM
1256
Parsons Capital Management
Rhode Island
$295K
GCM
1257
Gallacher Capital Management
Colorado
$295K -$16K -153 -5%
AWM
1258
Aprio Wealth Management
Georgia
$295K +$2.41K +23 +0.8%
WIC
1259
Whitegate Investment Counselors
New Hampshire
$294K -$763K -7,295 -73%
CSIA
1260
Conrad Siegel Investment Advisors
Pennsylvania
$294K +$289K +2,764 New
SW
1261
StrongBox Wealth
Missouri
$294K
BWA
1262
Blodgett Wealth Advisors
California
$292K
LF
1263
Lee Financial
Texas
$291K -$259K -2,473 -47%
WWMSC
1264
Wagner Wealth Management (South Carolina)
South Carolina
$291K +$206K +1,968 +258%
PFPT
1265
Pinnacle Financial Partners (Tennessee)
Tennessee
$290K -$1.27M -12,113 -82%
FIC
1266
Family Investment Center
Missouri
$290K -$49.2K -470 -15%
HFO
1267
Heritage Family Offices
Arizona
$289K -$347K -3,314 -55%
NWM
1268
Northwest Wealth Management
Iowa
$288K
WJWM
1269
Williams Jones Wealth Management
New York
$288K
WH
1270
Whitcomb & Hess
Ohio
$286K -$87.3K -834 -24%
AWP
1271
Axis Wealth Partners
Rhode Island
$285K +$1.78K +17 +0.6%
OFS
1272
OneAscent Financial Services
Alabama
$284K -$190K -1,820 -41%
RRA
1273
Round Rock Advisors
Connecticut
$284K
MWA
1274
Merkkuri Wealth Advisors
New York
$284K -$80.5K -769 -22%
BO
1275
Bank OZK
Arkansas
$281K -$15.7K -150 -5%