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iShares National Muni Bond ETF

1,512 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, 550 increasing their positions, 640 reducing their positions, and 98 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,512
Holders Change
+28
Holders Change %
+1.89%
% of All Funds
20.28%
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
550
Reduced
640
Closed
98
Calls
$593M
Puts
$226M
Net Calls
+$368M
Net Calls Change
+$736M
Name Holding Trade Value Shares
Change
Shares
Change %
BWM
1301
Benchmark Wealth Management
Connecticut
$249K +$249K +2,381 New
TFG
1302
Team Financial Group
California
$247K +$247K +2,367 New
FFG
1303
First Financial Group
North Carolina
$246K
LBC
1304
Leigh Baldwin & Co
New York
$245K -$6.79K -65 -3%
FWM
1305
Fonville Wealth Management
Virginia
$244K -$14.1K -135 -5%
MA
1306
Mosaic Advisors
Texas
$244K +$244K +2,334 New
KCM
1307
Kanawha Capital Management
Virginia
$243K
KWM
1308
KFG Wealth Management
Indiana
$243K -$52.3K -501 -18%
LSIA
1309
LaSalle St. Investment Advisors
Illinois
$242K +$242K +2,324 New
CAI
1310
Capital Advisors Inc
Oklahoma
$242K +$242K +2,315 New
OPPS
1311
Obsidian Personal Planning Solutions
Maryland
$241K
EAM
1312
Evanson Asset Management
California
$241K -$1.38M -13,194 -85%
NFA
1313
Northwest Financial Advisors
Virginia
$241K -$387K -3,704 -62%
PP
1314
Pacifica Partners
Canada
$240K -$20.9K -200 -8%
FWM
1315
Focused Wealth Management
New York
$239K
SIM
1316
Stratos Investment Management
Ohio
$239K +$239K +2,287 New
WSWA
1317
Warren Street Wealth Advisors
California
$238K -$54.9K -525 -19%
FFG
1318
Fortress Financial Group
Minnesota
$237K
EK
1319
Evensky & Katz
Florida
$236K -$63.2K -605 -21%
CFS
1320
Commonwealth Financial Services
West Virginia
$235K -$204K -1,954 -46%
AG
1321
AmeriFlex Group
Nevada
$234K +$125K +1,199 +115%
WWM
1322
Wolff Wiese Magana
California
$231K
FF
1323
Financial Futures
New Jersey
$231K +$231K +2,206 New
OCM
1324
Orleans Capital Management
Louisiana
$230K +$5.22K +50 +2%
HTIM
1325
Harbour Trust & Investment Management
Indiana
$227K +$15.7K +150 +7%