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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 %
Bank of America
1
Bank of America
North Carolina
$3.04B -$215M -2,038,521 -7%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$2.05B -$94.1M -892,216 -4%
Betterment LLC
3
Betterment LLC
New York
$1.94B +$15.9M +150,443 +0.8%
Creative Planning
4
Creative Planning
Kansas
$1.38B -$10.9M -103,617 -0.8%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$1.36B -$79.5M -754,334 -6%
Wells Fargo
6
Wells Fargo
California
$1.06B -$56.7M -538,212 -5%
LPL Financial
7
LPL Financial
California
$1.05B +$31.6M +299,520 +3%
JPMorgan Chase & Co
8
JPMorgan Chase & Co
New York
$1B -$61.5M -583,305 -6%
Charles Schwab
9
Charles Schwab
California
$970M +$84.6M +802,170 +10%
Morgan Stanley
10
Morgan Stanley
New York
$934M -$21.7M -206,244 -2%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$884M -$67M -635,250 -7%
Northwestern Mutual Wealth Management
12
Northwestern Mutual Wealth Management
Wisconsin
$800M +$58.1M +550,570 +8%
PNC Financial Services Group
13
PNC Financial Services Group
Pennsylvania
$755M -$19M -180,038 -2%
Mercer Global Advisors
14
Mercer Global Advisors
Colorado
$717M +$38.6M +365,786 +6%
Wealthfront Advisers
15
Wealthfront Advisers
California
$708M -$91.1M -864,177 -11%
Fisher Asset Management
16
Fisher Asset Management
Washington
$658M +$51.7M +490,142 +9%
SEI Investments
17
SEI Investments
Pennsylvania
$584M +$1.16M +10,993 +0.2%
US Bancorp
18
US Bancorp
Minnesota
$576M -$11.5M -109,188 -2%
TIAA Trust, National Association
19
TIAA Trust, National Association
North Carolina
$535M +$20.2M +191,598 +4%
Envestnet Portfolio Solutions
20
Envestnet Portfolio Solutions
Illinois
$456M -$53.9M -510,840 -11%
OWM
21
Orgel Wealth Management
Wisconsin
$358M +$2.55M +24,226 +0.7%
D.E. Shaw & Co
22
D.E. Shaw & Co
New York
$337M +$194M +1,839,800 +136%
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$328M +$18.9M +179,318 +6%
AC
24
Allstate Corporation
Illinois
$318M +$152M +1,439,584 +91%
AssetMark Inc
25
AssetMark Inc
California
$291M +$17M +161,292 +6%