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iShares National Muni Bond ETF

1,529 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, 557 increasing their positions, 647 reducing their positions, and 100 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more ownership

Funds ownership:

3% less capital invested

Capital invested by funds: $35.3B → $34.4B (-$893M)

9% less funds holding in top 10

Funds holding in top 10: 117106 (-11)

14% less repeat investments, than reductions

Existing positions increased: 557 | Existing positions reduced: 647

Holders
1,529
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
106
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$593M
Puts
$226M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
NP
1601
NorthRock Partners
Minnesota
GBWM
1602
Granite Bay Wealth Management
New Hampshire
CCM
1603
Canal Capital Management
Virginia
WHG
1604
Westwood Holdings Group
Texas
HFP
1605
Holistic Financial Partners
Indiana
TWA
1606
TCI Wealth Advisors
Arizona
RWM
1607
RKL Wealth Management
Pennsylvania
SL
1608
Sentinus LLC
Illinois
SCM
1609
Stonehearth Capital Management
Massachusetts
TDWM
1610
Topel & Distasi Wealth Management
California
MPPLM
1611
Midwest Professional Planners Ltd (MPPL)
Wisconsin
SMA
1612
Sage Mountain Advisors
Georgia
MSG
1613
Main Street Group
Virginia
TWD
1614
True Wealth Design
Ohio
CWM
1615
Compass Wealth Management
Connecticut
OWA
1616
Opal Wealth Advisors
New York
WT
1617
Washington Trust
Rhode Island
CI
1618
Cordant Inc
Oregon
MFS
1619
Mattson Financial Services
Michigan
AF
1620
Atala Financial
California
RMP
1621
Richards, Merrill & Peterson
Washington
ITIM
1622
Indiana Trust & Investment Management
Indiana
RWM
1623
Ruedi Wealth Management
Illinois
WBC
1624
West Branch Capital
Massachusetts
MA
1625
Montag & Associates
Georgia