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iShares National Muni Bond ETF

1,216 hedge funds and large institutions have $30.2B invested in iShares National Muni Bond ETF in 2023 Q3 according to their latest regulatory filings, with 101 funds opening new positions, 518 increasing their positions, 430 reducing their positions, and 84 closing their positions.

Holders
1,216
Holders Change
+3
Holders Change %
+0.25%
% of All Funds
19.39%
Holding in Top 10
114
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+12.87%
% of All Funds
1.82%
New
101
Increased
518
Reduced
430
Closed
84
Calls
$21.8M
Puts
$3.09M
Net Calls
+$18.7M
Net Calls Change
+$20.5M
Name Market Value Shares Shares
Change
Shares
Change %
RCA
226
Resonant Capital Advisors
Wisconsin
$10.2M 99,209 -570 -0.6%
OGF
227
Orin Green Financial
California
$10.1M 98,064 +3,106 +3%
VC
228
Veery Capital
Delaware
$10M 97,818 +882 +0.9%
VWM
229
Venturi Wealth Management
Texas
$9.94M 96,911 +11,377 +13%
GP
230
Girard Partners
Pennsylvania
$9.84M 95,988 +967 +1%
BWM
231
Brown Wealth Management
Illinois
$9.77M 95,267 +26,595 +39%
AWM
232
Apollon Wealth Management
South Carolina
$9.67M 94,280 +9,318 +11%
FFS
233
Founders Financial Securities
Maryland
$9.6M 93,577 +86,963 +1,315%
AR
234
Apeiron RIA
Texas
$9.57M 93,324 +3,678 +4%
PIMG
235
Patriot Investment Management Group
Tennessee
$9.57M 93,310 +931 +1%
HI
236
Horizon Investments
North Carolina
$9.54M 93,484 +87,014 +1,345%
GAB
237
German American Bancorp
Indiana
$9.48M 92,427 +7,521 +9%
OCG
238
Opus Capital Group
Ohio
$9.46M 92,233 -6,167 -6%
FCH
239
Freestone Capital Holdings
Washington
$9.45M 92,119 +4,789 +5%
Janney Montgomery Scott
240
Janney Montgomery Scott
Pennsylvania
$9.4M 91,711 +6,669 +8%
G
241
GenTrust
Florida
$9.36M 91,330
BC
242
Bartlett & Co
Ohio
$9.35M 91,142 +3,113 +4%
BCWM
243
Bartlett & Co Wealth Management
Ohio
$9.35M 91,142 +3,113 +4%
LNC
244
Lincoln National Corp
Pennsylvania
$9.21M 89,851 -12,344 -12%
FT
245
Fiduciary Trust
Massachusetts
$9.19M 89,631 +57,115 +176%
IAN
246
Integrated Advisors Network
Texas
$9.08M 88,507 +11,501 +15%
CFS
247
CGC Financial Services
Oregon
$8.96M 87,363 -3,788 -4%
BFG
248
Buttonwood Financial Group
Missouri
$8.9M 88,104 +88,104 New
LNWWM
249
Laird Norton Wetherby Wealth Management
California
$8.81M 85,945 -42 -0%
CFGS
250
Concourse Financial Group Securities
Alabama
$8.78M 85,608 -8,436 -9%