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iShares National Muni Bond ETF

1,364 hedge funds and large institutions have $32.7B invested in iShares National Muni Bond ETF in 2024 Q1 according to their latest regulatory filings, with 111 funds opening new positions, 599 increasing their positions, 458 reducing their positions, and 95 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,364
Holders Change
-6
Holders Change %
-0.44%
% of All Funds
19.77%
Holding in Top 10
118
Holding in Top 10 Change
-14
Holding in Top 10 Change %
-10.61%
% of All Funds
1.71%
New
111
Increased
599
Reduced
458
Closed
95
Calls
$186M
Puts
$237M
Net Calls
-$51M
Net Calls Change
-$132M
Name Holding Trade Value Shares
Change
Shares
Change %
OWA
226
One Wealth Advisors
California
$11.8M +$3.26M +30,268 +38%
SWM
227
Seaside Wealth Management
California
$11.7M +$81.6K +758 +0.7%
FTUS
228
Flow Traders U.S.
New York
$11.6M -$23.8M -221,456 -67%
CAM
229
Clarity Asset Management
Iowa
$11.4M +$3.76M +34,941 +49%
CA
230
Crewe Advisors
Utah
$11.4M +$3.88M +36,099 +52%
LA
231
Lindenwold Advisors
Pennsylvania
$11.3M +$2.46M +22,872 +28%
BSSFA
232
Baron Silver Stevens Financial Advisors
Florida
$11.3M +$98.9K +919 +0.9%
FT
233
Fiduciary Trust
Massachusetts
$11.2M -$495K -4,597 -4%
HWA
234
Heartwood Wealth Advisors
Virginia
$11.2M +$476K +4,428 +4%
NW
235
NewEdge Wealth
Pennsylvania
$11.1M +$7.91M +74,325 +248%
OGF
236
Orin Green Financial
California
$11.1M -$10.4M -96,382 Closed
BWM
237
Brown Wealth Management
Illinois
$11M +$911K +8,464 +9%
OSAM
238
O'Shaughnessy Asset Management
Connecticut
$10.8M +$1.58M +14,712 +17%
BF
239
Brooklyn FI
New York
$10.8M -$111K -1,034 -1%
IAN
240
Integrated Advisors Network
Texas
$10.7M +$3.64M +33,836 +52%
SA
241
Skyline Advisors
Washington
$10.6M +$517K +4,806 +5%
Brown Advisory
242
Brown Advisory
Maryland
$10.5M +$1.05M +9,771 +11%
CW
243
Cook Wealth
North Carolina
$10.5M +$199K +1,874 +2%
Fifth Third Bancorp
244
Fifth Third Bancorp
Ohio
$10.4M +$289K +2,687 +3%
GP
245
Girard Partners
Pennsylvania
$10.4M +$656K +6,098 +7%
WSTAM
246
Wilbanks Smith & Thomas Asset Management
Virginia
$10.4M -$350K -3,256 -3%
FFS
247
Founders Financial Securities
Maryland
$10.1M -$264K -2,449 -3%
FCH
248
Freestone Capital Holdings
Washington
$10.1M -$22.6K -210 -0.2%
VC
249
Veery Capital
Delaware
$10.1M +$1.77M +16,496 +21%
HI
250
Horizon Investments
North Carolina
$10M -$179K -1,676 -2%