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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
CCMI
1501
Creative Capital Management Investments
California
$8.73K +$8.58K +82 New
MAFA
1502
MJT & Associates Financial Advisory
Minnesota
$8.09K -$66.2K -633 -89%
TFA
1503
Transamerica Financial Advisors
Florida
$8.02K +$2.3K +22 +41%
TH
1504
TCTC Holdings
Texas
$7.99K
WPA
1505
Wealth Preservation Advisors
Tennessee
$7.67K +$209 +2 +3%
QWM
1506
Quaker Wealth Management
New Jersey
$7.56K
TRCT
1507
Tower Research Capital (TRC)
New York
$6.39K +$6.28K +60 New
FDCP
1508
Foster Dykema Cabot & Partners
Massachusetts
$6.18K +$6.07K +58 New
PWMG
1509
Prestige Wealth Management Group
New Jersey
$5.96K
UFPG
1510
United Financial Planning Group
New York
$5.64K +$5.55K +53 New
WWA
1511
Wealth Watch Advisors
Colorado
$5K +$4.92K +47 New
SAS
1512
Spurstone Advisory Services
Connecticut
$4.9K
RIL
1513
Rothschild Investment LLC
Illinois
$4.58K
CMA
1514
Cedar Mountain Advisors
Oregon
$4.47K +$4.39K +42 New
AWM
1515
Activest Wealth Management
Florida
$4.47K +$4.39K +42 New
HWM
1516
HighMark Wealth Management
Minnesota
$4.39K +$4.29K +41 New
VWWMG
1517
Vermillion & White Wealth Management Group
Pennsylvania
$4.26K
PFA
1518
Pillar Financial Advisors
Kentucky
$3.52K
VWM
1519
Vermillion Wealth Management
Minnesota
$3.51K
DF
1520
DecisionPoint Financial
Arizona
$3.09K +$3.04K +29 New
DF
1521
Dunhill Financial
United Kingdom
$2.98K -$2.93K -28 Closed
SFC
1522
SYM Financial Corp
Indiana
$2.66K
NRWA
1523
North Ridge Wealth Advisors
Oregon
$2.43K +$314 +3 +15%
FLP
1524
Financial Life Planners
Arizona
$2.09K +$2.09K +20 New
DWM
1525
Darwin Wealth Management
Florida
$1.92K