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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
KPWG
1276
KFA Private Wealth Group
Virginia
$345K +$4.5K +42 +1%
CKAIS
1277
Christensen King & Associates Investment Services
Washington
$345K -$15.7K -147 -4%
WJWM
1278
Williams Jones Wealth Management
New York
$344K +$54.3K +507 +19%
PJSIMP
1279
P.J. Schmidt Investment Management (PJS)
Wisconsin
$343K +$42.9K +401 +14%
AWA
1280
Amplius Wealth Advisors
Pennsylvania
$342K +$3.43K +32 +1%
BWS
1281
Buck Wealth Strategies
Colorado
$340K +$340K +3,176 New
DM
1282
Diversified Management
Wisconsin
$340K +$339K +3,170 New
SSA
1283
Shepherd Street Advisors
California
$338K +$338K +3,159 New
ICP
1284
Impact Capital Partners
Colorado
$336K +$115K +1,074 +52%
PFG
1285
PAX Financial Group
Texas
$335K -$68.5K -640 -17%
CSPIA
1286
Cary Street Partners Investment Advisory
Virginia
$335K +$335K +3,127 New
SWP
1287
Strategic Wealth Partners
Ohio
$335K -$1.17M -10,960 -78%
GPW
1288
Genesis Private Wealth
Virginia
$333K +$333K +3,112 New
BA
1289
Ballast Advisors
Minnesota
$329K
EFH
1290
Eaton Financial Holdings
Florida
$326K
NLP
1291
Next Level Private
New York
$325K +$2.57K +24 +0.8%
Principal Financial Group
1292
Principal Financial Group
Iowa
$325K -$3.1K -29 -0.9%
EW
1293
Element Wealth
Mississippi
$322K +$13K +121 +4%
ATC
1294
Argent Trust Co
Tennessee
$321K -$117K -1,090 -27%
SFG
1295
Sovereign Financial Group
Connecticut
$321K +$99.6K +930 +45%
National Bank of Canada
1296
National Bank of Canada
Quebec, Canada
$320K +$63.5K +593 +25%
HOWA
1297
Heritage Oak Wealth Advisors
Florida
$318K
OC
1298
Oakworth Capital
Alabama
$318K -$183K -1,712 -37%
AFG
1299
Allegheny Financial Group
Pennsylvania
$317K +$42K +392 +15%
BP
1300
BBR Partners
New York
$317K +$9.42K +88 +3%