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iShares National Muni Bond ETF

1,536 hedge funds and large institutions have $34.5B invested in iShares National Muni Bond ETF in 2025 Q2 according to their latest regulatory filings, with 156 funds opening new positions, 561 increasing their positions, 646 reducing their positions, and 100 closing their positions.

New
Increased
Maintained
Reduced
Closed

163% more call options, than puts

Call options by funds: $593M | Put options by funds: $226M

56% more first-time investments, than exits

New positions opened: 156 | Existing positions closed: 100

3% more funds holding

Funds holding: 1,4981,536 (+38)

0.1% more ownership

Funds ownership: 89.08%89.18% (+0.1%)

3% less capital invested

Capital invested by funds: $35.3B → $34.5B (-$893M)

9% less funds holding in top 10

Funds holding in top 10: 117106 (-11)

13% less repeat investments, than reductions

Existing positions increased: 561 | Existing positions reduced: 646

Holders
1,536
Holders Change
+38
Holders Change %
+2.54%
% of All Funds
20.22%
Holding in Top 10
106
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-9.4%
% of All Funds
1.4%
New
156
Increased
561
Reduced
646
Closed
100
Calls
$593M
Puts
$226M
Net Calls
+$368M
Net Calls Change
+$736M
Name Holding Trade Value Shares
Change
Change in
Stake
NRWA
1526
North Ridge Wealth Advisors
Oregon
$2.07K +$2.08K +20 New
SWIG
1527
Strategic Wealth Investment Group
Kentucky
$1.99K +$1.98K +19 New
DWM
1528
Darwin Wealth Management
Florida
$1.88K
SIC
1529
Salem Investment Counselors
North Carolina
$1.81K
MWA
1530
Medallion Wealth Advisors
Connecticut
$1.77K
KGP
1531
Keystone Global Partners
Colorado
$1.57K -$11.2K -108 -88%
AWM
1532
Atticus Wealth Management
Florida
$1.25K
HWM
1533
Hemington Wealth Management
Virginia
$1K
NC
1534
North Capital
Utah
$731 -$1.04K -10 -59%
CFS
1535
Compass Financial Services
Iowa
$629 +$624 +6 New
AA
1536
Addison Advisors
Vermont
$314 -$412K -3,958 -100%
JHCP
1537
Jackson Hole Capital Partners
Oklahoma
$313
DFA
1538
DHJJ Financial Advisors
Illinois
$209
PWM
1539
Parkworth Wealth Management
California
$118
GCM
1540
Gables Capital Management
Florida
$104
Parallax Volatility Advisers
1541
Parallax Volatility Advisers
California
$104 +$104 +1 New
FFA
1542
Frazier Financial Advisors
Ohio
$26
GCM
1543
G2 Capital Management
Ohio
-$30.2M -286,747 Closed
APM
1544
a16z Perennial Management
California
-$23.6M -226,366 Closed
OMC
1545
Old Mission Capital
Illinois
-$15.1M -143,066 Closed
CC
1546
Centiva Capital
New York
-$13M -125,000 Closed
CW
1547
Cook Wealth
North Carolina
-$9M -86,198 Closed
IWP
1548
Invenio Wealth Partners
Florida
-$6.43M -61,019 Closed
RBCM
1549
Raub Brock Capital Management
California
-$5.82M -55,215 Closed
SB
1550
SIG Brokerage
New York
-$5.24M -49,669 Closed

MUB Hedge Fund Activity: Q2 2025 in Review

1,536 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in iShares National Muni Bond ETF (MUB) for Q2 2025, worth a combined $34.5B — down 2.5% from $35.3B a quarter earlier.

Buyers outnumbered sellers: 156 funds opened new MUB positions and 100 closed out — a net gain of 56 holders — while 561 added to existing stakes and 646 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $552M. The largest seller was Charles Schwab, cutting an estimated $951M.

  • 1,536 institutional investors held iShares National Muni Bond ETF (MUB) as of Q2 2025, up from 1,498 in Q1 2025.
  • Funds reported $34.5B of iShares National Muni Bond ETF stock for Q2 2025, down 2.5% quarter-over-quarter.
  • 156 funds opened new iShares National Muni Bond ETF positions in Q2 2025 and 100 closed out, a net change of +56 holders.
  • The largest iShares National Muni Bond ETF buyer in Q2 2025 was Fidelity Investments, an estimated $552M added.
  • The largest iShares National Muni Bond ETF seller in Q2 2025 was Charles Schwab, an estimated $951M sold.

Based on aggregated 13F filings for Q2 2025.