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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 %
RI
1401
Ridgewood Investments
New Jersey
$102K -$10.2K -98 -9%
IAS
1402
IMA Advisory Services
Colorado
$97.8K
WTA
1403
Washington Trust Advisors
Massachusetts
$94K
GSWM
1404
Golden State Wealth Management
California
$92.5K +$418 +4 +0.5%
RIA
1405
Realta Investment Advisors
Delaware
$90.9K +$2.72K +26 +3%
AP
1406
Atwood & Palmer
Missouri
$86.3K +$86.3K +826 New
OLVIG
1407
Oliver Lagore Vanvalin Investment Group
Michigan
$80.1K +$80.1K +760 New
WWM
1408
Wagner Wealth Management
South Carolina
$79.6K +$79.6K +762 New
BF
1409
BOK Financial
Oklahoma
$79.4K -$7.42K -71 -9%
ME
1410
McIlrath & Eck
Washington
$77.1K +$627 +6 +0.8%
RA
1411
Rise Advisors
New York
$77.1K -$731 -7 -0.9%
M
1412
MOTCO
Texas
$75.4K
MAFA
1413
MJT & Associates Financial Advisory
Minnesota
$74.1K
GC
1414
Gould Capital
Washington
$70.7K
DAM
1415
Delta Asset Management
Tennessee
$70K
RTL
1416
Red Tortoise LLC
Georgia
$69.3K -$97.9K -937 -59%
MFC
1417
Mechanics Financial Corp
Ohio
$67.2K
FFWM
1418
Future Financial Wealth Management
Ohio
$63.1K
AWM
1419
Accredited Wealth Management
Kentucky
$61.7K -$36.4K -348 -37%
NP
1420
NorthRock Partners
Minnesota
$60.1K -$151K -1,449 -72%
RP
1421
Rice Partnership
Hawaii
$59.7K +$3.66K +35 +7%
GWSG
1422
GPS Wealth Strategies Group
Colorado
$52.4K
PK
1423
Pflug Koory
Nebraska
$52.3K -$1.57K -15 -3%
HIA
1424
Harbor Investment Advisory
Maryland
$50.4K
VNA
1425
Valley National Advisers
Pennsylvania
$50K -$67.4K -655 -57%