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iShares National Muni Bond ETF

1,534 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 118 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

27% more first-time investments, than exits

New positions opened: 118 | Existing positions closed: 93

17% more repeat investments, than reductions

Existing positions increased: 667 | Existing positions reduced: 570

0% less funds holding

Funds holding: 1,5351,534 (-1)

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
1,534
Holders Change
-1
Holders Change %
-0.07%
% of All Funds
20.14%
Holding in Top 10
95
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-10.38%
% of All Funds
1.25%
New
118
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
D.E. Shaw & Co
126
D.E. Shaw & Co
New York
$26.2M +$5.33M +50,900 +26%
FPCP
127
Fort Point Capital Partners
California
$26M +$4.67M +44,635 +22%
PMFA
128
Plante Moran Financial Advisors
Michigan
$25.9M -$1.84M -17,557 -7%
AWM
129
Avior Wealth Management
Nebraska
$25.9M -$624K -5,963 -2%
SFM
130
Soros Fund Management
New York
$25.7M
CAM
131
Cresset Asset Management
Illinois
$25.2M +$186K +1,773 +0.8%
CI
132
CX Institutional
Indiana
$25M +$10.2M +97,181 +71%
HNB
133
Huntington National Bank
Ohio
$24.7M
SWP
134
Stratos Wealth Partners
Ohio
$24.4M -$777K -7,420 -3%
LNB
135
Ledyard National Bank
$24.4M +$291K +2,783 +1%
WB
136
WesBanco Bank
West Virginia
$23.9M +$1M +9,602 +4%
WPW
137
Waldron Private Wealth
Pennsylvania
$23.9M +$114K +1,088 +0.5%
Pathstone Holdings
138
Pathstone Holdings
New Jersey
$23.9M -$1.91M -18,264 -8%
IWA
139
Icon Wealth Advisors
Texas
$23.8M -$5.28M -50,446 -18%
SPIA
140
Steward Partners Investment Advisory
New York
$23.7M +$4.85M +46,334 +26%
AWA
141
Alaska Wealth Advisors
Alaska
$23.2M +$7.1M +67,855 +45%
AIA
142
Ally Invest Advisors
North Carolina
$23.1M +$1.32M +12,574 +6%
PGFC
143
Peapack-Gladstone Financial Corp
New Jersey
$23.1M +$7.37M +70,379 +48%
OWA
144
One Wealth Advisors
California
$23M +$2.33M +22,292 +12%
SWP
145
Sagespring Wealth Partners
Tennessee
$22.9M +$786K +7,514 +4%
PFSRSONJ
146
Police & Firemen's Retirement System of New Jersey
New Jersey
$22.6M +$22.2M +211,800 New
CA
147
Crewe Advisors
Utah
$22.3M +$51.8K +495 +0.2%
CSWG
148
Cardinal Strategic Wealth Guidance
Kentucky
$22.2M +$2.48M +23,670 +13%
MWM
149
Modera Wealth Management
New Jersey
$22.1M -$583K -5,574 -3%
NA
150
NewEdge Advisors
Louisiana
$21.9M -$1.45M -13,844 -6%