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iShares National Muni Bond ETF

1,484 hedge funds and large institutions have $35.3B invested in iShares National Muni Bond ETF in 2025 Q1 according to their latest regulatory filings, with 119 funds opening new positions, 581 increasing their positions, 603 reducing their positions, and 109 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,484
Holders Change
-23
Holders Change %
-1.53%
% of All Funds
20.15%
Holding in Top 10
117
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-3.31%
% of All Funds
1.59%
New
119
Increased
581
Reduced
603
Closed
109
Calls
$99.1M
Puts
$467M
Net Calls
-$368M
Net Calls Change
-$298M
Name Holding Trade Value Shares
Change
Shares
Change %
RTL
1351
Red Tortoise LLC
Georgia
$169K +$141K +1,335 +504%
CT
1352
Clearstead Trust
Maine
$166K
RJA
1353
Ross\Johnson & Associates
Minnesota
$163K
UB
1354
UMB Bank
Missouri
$159K -$20.6K -195 -11%
SOS
1355
Silver Oak Securities
Tennessee
$156K +$156K +1,485 New
SMA
1356
Sage Mountain Advisors
Georgia
$152K +$152K +1,441 New
LC
1357
Lindbrook Capital
California
$148K
RFS
1358
Richardson Financial Services
Massachusetts
$144K +$39.3K +373 +37%
BIG
1359
Brooklyn Investment Group
New York
$139K +$14.9K +141 +12%
AC
1360
AlphaCore Capital
California
$135K +$135K +1,280 New
GKIM
1361
GW&K Investment Management
Massachusetts
$133K +$109K +1,034 +450%
MFC
1362
Morris Financial Concepts
South Carolina
$129K -$30.7K -291 -19%
GJIA
1363
Glass Jacobson Investment Advisors
Maryland
$127K
AWM
1364
AllSquare Wealth Management
New York
$124K
VNA
1365
Valley National Advisers
Pennsylvania
$120K +$82.8K +787 +222%
ACA
1366
Atlas Capital Advisors
Wyoming
$120K -$1.16K -11 -1%
TCOV
1367
Trust Company of Vermont
Vermont
$117K
RI
1368
Ridgewood Investments
New Jersey
$113K -$27.9K -265 -20%
AG
1369
AmeriFlex Group
Nevada
$110K +$316 +3 +0.3%
Q1WB
1370
Quest 10 Wealth Builders
Virginia
$108K -$47.3K -449 -30%
AWM
1371
Accredited Wealth Management
Kentucky
$99K +$211 +2 +0.2%
IAS
1372
IMA Advisory Services
Colorado
$98.7K +$98.7K +936 New
PA
1373
Pineridge Advisors
Missouri
$97.6K +$50.9K +483 +109%
WTA
1374
Washington Trust Advisors
Massachusetts
$94.9K
GSWM
1375
Golden State Wealth Management
California
$92.8K -$22.7K -215 -20%