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iShares National Muni Bond ETF

1,513 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, 551 increasing their positions, 640 reducing their positions, and 98 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,513
Holders Change
+29
Holders Change %
+1.95%
% 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
551
Reduced
640
Closed
98
Calls
$593M
Puts
$226M
Net Calls
+$368M
Net Calls Change
+$736M
Name Holding Trade Value Shares
Change
Shares
Change %
VAS
151
Vestmark Advisory Solutions
Massachusetts
$21M -$5.1M -48,787 -19%
JF
152
Jump Financial
Illinois
$20.9M +$20.9M +200,000 New
FPCP
153
Fort Point Capital Partners
California
$20.8M -$7.91M -75,672 -28%
Kovitz Investment Group Partners
154
Kovitz Investment Group Partners
Illinois
$20.6M +$12M +114,900 +140%
MFG
155
Merit Financial Group
Georgia
$20.5M +$7.67M +73,431 +60%
Manulife (Manufacturers Life Insurance)
156
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$20.5M -$4.18M -40,013 -17%
PWM
157
Perigon Wealth Management
California
$20.5M -$2.95M -28,201 -13%
D.E. Shaw & Co
158
D.E. Shaw & Co
New York
$20.4M -$314M -3,001,500 -94%
UW
159
Unique Wealth
Florida
$20.3M -$224K -2,144 -1%
OWA
160
One Wealth Advisors
California
$20.2M +$5.18M +49,591 +34%
ANTB
161
AMG National Trust Bank
Colorado
$20.2M +$604K +5,784 +3%
AG
162
AlTi Global
New York
$19.5M +$4.94M +47,328 +34%
CSWG
163
Cardinal Strategic Wealth Guidance
Kentucky
$19.4M -$2.21M -21,134 -10%
RFA
164
RTD Financial Advisors
Pennsylvania
$19.2M -$1.68M -16,055 -8%
CAAS
165
Capital Asset Advisory Services
Michigan
$18.8M +$997K +9,557 +6%
Janney Montgomery Scott
166
Janney Montgomery Scott
Pennsylvania
$18.5M +$4.87M +46,627 +36%
MBFW
167
Morton Brown Family Wealth
Pennsylvania
$18.5M -$3.61M -34,582 -16%
SCM
168
SCS Capital Management
Massachusetts
$18.4M -$1.01M -9,626 -5%
VC
169
Vicus Capital
Pennsylvania
$18.4M -$3.19M -30,532 -15%
SPIA
170
Steward Partners Investment Advisory
New York
$18.4M -$2.12M -20,276 -10%
AC
171
Apella Capital
Connecticut
$18.3M -$3.95M -37,915 -18%
NL
172
Nuveen LLC
North Carolina
$18.1M +$17M +162,553 +1,512%
Verition Fund Management
173
Verition Fund Management
Connecticut
$18.1M +$18.1M +173,000 New
RWB
174
RMR Wealth Builders
New Jersey
$17.9M +$960K +9,186 +6%
SW
175
Simplicity Wealth
New Jersey
$17.9M +$7.47M +71,528 +72%