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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
AWM
151
Axxcess Wealth Management
California
$21.8M -$869K -8,308 -4%
BSWM
152
Boston Standard Wealth Management
Massachusetts
$21.6M -$3.14M -29,985 -13%
MWP
153
Meridian Wealth Partners
Pennsylvania
$21.3M -$850K -8,119 -4%
SL
154
Salomon & Ludwin
Virginia
$21.3M -$4.55M -43,476 -18%
WWM
155
Waterway Wealth Management
Texas
$21.2M +$20.8M +199,046 New
SAI
156
Savvy Advisors Inc
New York
$21.2M +$8.66M +82,797 +71%
Manulife (Manufacturers Life Insurance)
157
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$21.1M +$215K +2,056 +1%
GI
158
Gradient Investments
Minnesota
$20.9M +$7.13M +68,084 +53%
ANTB
159
AMG National Trust Bank
Colorado
$20.7M +$116K +1,113 +0.6%
MFG
160
Merit Financial Group
Georgia
$20.6M -$291K -2,781 -1%
Kovitz Investment Group Partners
161
Kovitz Investment Group Partners
Illinois
$20.4M -$595K -5,684 -3%
RFA
162
RTD Financial Advisors
Pennsylvania
$20.2M +$615K +5,874 +3%
Janney Montgomery Scott
163
Janney Montgomery Scott
Pennsylvania
$20.1M +$1.17M +11,211 +6%
VAS
164
Vestmark Advisory Solutions
Massachusetts
$20M -$1.43M -13,641 -7%
PWM
165
Perigon Wealth Management
California
$19.9M -$975K -9,318 -5%
SC
166
Slow Capital
California
$19.7M +$1.99M +18,987 +11%
UW
167
Unique Wealth
Florida
$19.6M -$1.15M -10,964 -6%
RWB
168
RMR Wealth Builders
New Jersey
$19.4M +$1.11M +10,573 +6%
RFC
169
Regions Financial Corp
Alabama
$19.3M -$2.59M -24,738 -12%
CST
170
Charles Schwab Trust
Nevada
$19.2M +$1.08M +10,345 +6%
MMA
171
Miracle Mile Advisors
California
$19.1M -$18.1M -172,677 -49%
AA
172
Alesco Advisors
New York
$19.1M +$1.97M +18,846 +12%
CAAS
173
Capital Asset Advisory Services
Michigan
$18.8M -$345K -3,299 -2%
RCA
174
Resonant Capital Advisors
Wisconsin
$18.8M +$3.42M +32,690 +23%
MFS
175
McNamara Financial Services
Massachusetts
$18.6M +$440K +4,208 +2%