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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 119 funds opening new positions, 667 increasing their positions, 570 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

28% more first-time investments, than exits

New positions opened: 119 | Existing positions closed: 93

17% more repeat investments, than reductions

Existing positions increased: 667 | Existing positions reduced: 570

0% more funds holding

Funds holding: 1,5351,535 (0)

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
Holders Change %
0%
% 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
119
Increased
667
Reduced
570
Closed
93
Calls
$526M
Puts
$347M
Net Calls
+$179M
Net Calls Change
-$188M
Name Holding Trade Value Shares
Change
Change in
Stake
DWA
1351
Delos Wealth Advisors
Texas
$220K +$216K +2,065 New
FA
1352
Fiducient Advisors
Illinois
$220K +$216K +2,064 New
SFG
1353
Sovereign Financial Group
Connecticut
$220K +$216K +2,064 New
EWM
1354
Evercore Wealth Management
New York
$220K -$234K -2,234 -52%
ICP
1355
Impact Capital Partners
Colorado
$220K +$14.5K +139 +7%
SPA
1356
Sentinel Pension Advisors
Massachusetts
$220K +$216K +2,062 New
CIAS
1357
Capital Investment Advisory Services
North Carolina
$219K +$11.2K +107 +6%
WSWA
1358
Warren Street Wealth Advisors
California
$216K -$26.9K -257 -11%
ANBT
1359
American National Bank & Trust
Texas
$215K
WWM
1360
Wolff Wiese Magana
California
$215K -$20.1K -192 -9%
MA
1361
MONECO Advisors
Connecticut
$215K +$211K +2,020 New
OFO
1362
OneAscent Family Office
Alabama
$214K
ACP
1363
Argyle Capital Partners
California
$213K +$210K +2,003 New
V
1364
VeraBank
Texas
$213K -$170K -1,621 -45%
CMI
1365
Clare Market Investments
Texas
$213K +$209K +2,000 New
EP
1366
EPIQ Partners
Minnesota
$213K +$209K +2,000 New
BW
1367
Blalock Williams
Alabama
$210K +$206K +1,969 New
LFP
1368
Lakeshore Financial Planning
Michigan
$209K -$21.1K -202 -9%
FFL
1369
Financial Freedom LLC
Ohio
$209K -$311K -2,969 -60%
KWM
1370
KFG Wealth Management
Indiana
$208K -$38.5K -368 -16%
CM
1371
Columbus Macro
Pennsylvania
$208K -$105 -1 -0.1%
PWM
1372
Partners Wealth Management
California
$208K -$66.2K -633 -24%
RRWA
1373
Rainey & Randall Wealth Advisors
Florida
$208K +$1.67K +16 +0.8%
RF
1374
Rossby Financial
Florida
$207K +$14.5K +139 +8%
FOA
1375
Five Oceans Advisors
California
$207K -$4.19K -40 -2%