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iShares National Muni Bond ETF

1,484 hedge funds and large institutions have $35.3B invested in iShares National Muni Bond ETF in 2025 Q1 according to their latest regulatory filings, with 119 funds opening new positions, 581 increasing their positions, 603 reducing their positions, and 109 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,484
Holders Change
-23
Holders Change %
-1.53%
% of All Funds
20.15%
Holding in Top 10
117
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-3.31%
% of All Funds
1.59%
New
119
Increased
581
Reduced
603
Closed
109
Calls
$99.1M
Puts
$467M
Net Calls
-$368M
Net Calls Change
-$298M
Name Holding Trade Value Shares
Change
Shares
Change %
OWA
201
One Wealth Advisors
California
$15.2M -$3.19M -30,274 -17%
OMC
202
Old Mission Capital
Illinois
$15.1M +$15.1M +143,066 New
DPI
203
Diversified Portfolios Inc
Michigan
$14.9M -$1.72M -16,336 -10%
CAM
204
Cresset Asset Management
Illinois
$14.8M -$6.52M -61,862 -31%
FFBTD
205
First Financial Bank - Trust Division
Ohio
$14.8M -$5.07M -48,090 -26%
BDF
206
Black Diamond Financial
Maryland
$14.7M +$3.98M +37,766 +37%
AG
207
AlTi Global
New York
$14.7M +$1.39M +13,136 +10%
CST
208
Charles Schwab Trust
Nevada
$14.6M +$8.56M +81,161 +141%
P
209
&Partners
Tennessee
$14.5M +$1.12M +10,677 +8%
GWM
210
Geneos Wealth Management
Colorado
$14.5M +$9.85M +93,389 +212%
BWM
211
Brown Wealth Management
Illinois
$14.5M -$1.74M -16,486 -11%
RCA
212
Resonant Capital Advisors
Wisconsin
$14.4M +$1.07M +10,111 +8%
KFG
213
Kingdom Financial Group
Arizona
$14.3M -$1.78M -16,912 -11%
BF
214
Brooklyn FI
New York
$14.1M +$1.66M +14,833 +13%
Janney Montgomery Scott
215
Janney Montgomery Scott
Pennsylvania
$13.8M -$42.8K -406 -0.3%
IAN
216
Integrated Advisors Network
Texas
$13.7M +$2.27M +21,509 +20%
MWAM
217
Manhattan West Asset Management
California
$13.7M +$2.45M +23,229 +22%
UF
218
Univest Financial
Pennsylvania
$13.7M +$2.5M +23,733 +22%
AIMC
219
Alley Investment Management Company
Illinois
$13.7M -$269K -2,547 -2%
RWP
220
Revolve Wealth Partners
New Jersey
$13.5M +$432K +4,097 +3%
ASN
221
Advisory Services Network
Georgia
$13.5M -$986K -9,352 -7%
GI
222
GAMMA Investing
California
$13.4M +$1.38M +13,101 +11%
FCH
223
Freestone Capital Holdings
Washington
$13.3M +$535K +5,078 +4%
CA
224
Clearstead Advisors
Ohio
$13.3M -$337K -3,195 -2%
NSIM
225
North Star Investment Management
Illinois
$13.3M -$526K -4,987 -4%