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iShares National Muni Bond ETF

1,202 hedge funds and large institutions have $28.1B invested in iShares National Muni Bond ETF in 2022 Q4 according to their latest regulatory filings, with 222 funds opening new positions, 472 increasing their positions, 408 reducing their positions, and 124 closing their positions.

Holders
1,202
Holders Change
+76
Holders Change %
+6.75%
% of All Funds
19.39%
Holding in Top 10
124
Holding in Top 10 Change
+28
Holding in Top 10 Change %
+29.17%
% of All Funds
2%
New
222
Increased
472
Reduced
408
Closed
124
Calls
$8.71M
Puts
$11.7M
Net Calls
-$3.02M
Net Calls Change
+$20.8M
Name Market Value Shares Shares
Change
Shares
Change %
FI
251
Financial Insights
Washington
$8.31M 78,736 +65,330 +487%
FWM
252
ForthRight Wealth Management
Georgia
$8.18M 77,476 +16,659 +27%
WC
253
Wealth CMT
New Jersey
$8.13M 77,059 -5,013 -6%
VWM
254
Venturi Wealth Management
Texas
$8.13M 77,004 +5,920 +8%
VC
255
Veery Capital
Delaware
$8.08M 76,561 -7,146 -9%
RCA
256
Resonant Capital Advisors
Wisconsin
$8.06M 76,410 +29,404 +63%
FGG
257
Financial Guidance Group
Florida
$8.06M 76,394 -1,803 -2%
BWM
258
Baystate Wealth Management
Massachusetts
$7.97M 75,495 +29,042 +63%
BWA
259
Burt Wealth Advisors
Maryland
$7.96M 75,407 -5,943 -7%
SAG
260
SageView Advisory Group
California
$7.93M 75,184 +75,184 New
MYIA
261
Mount Yale Investment Advisors
Colorado
$7.65M 72,483 +66,671 +1,147%
CWM
262
Connecticut Wealth Management
Connecticut
$7.58M 71,878 +38,373 +115%
HI
263
Harper Investing
California
$7.56M 71,678 -92,510 -56%
FAM
264
Forte Asset Management
New York
$7.48M 70,871 +12,076 +21%
CT
265
Cambridge Trust
Massachusetts
$7.47M 70,774 +69,770 +6,949%
WP
266
WealthSource Partners
California
$7.42M 70,277 -53,299 -43%
WFS
267
Weitzel Financial Services
Iowa
$7.42M 70,275 +1,661 +2%
GCM
268
Granby Capital Management
Florida
$7.39M 70,000 +70,000 New
3LCM
269
3D/L Capital Management
Connecticut
$7.39M 69,989 +63,398 +962%
SF
270
Synovus Financial
Georgia
$7.38M 69,972 -11,566 -14%
ACM
271
AUA Capital Management
Pennsylvania
$7.15M 67,717 +36 +0.1%
SW
272
SVB Wealth
Massachusetts
$7.14M 67,696 +49,618 +274%
TC
273
TownSquare Capital
Utah
$7.06M 66,943 +29,981 +81%
AWA
274
Aquire Wealth Advisors
Utah
$7.04M 66,704 +4,476 +7%
MWA
275
Martel Wealth Advisors
Washington
$7.03M 66,651 +8,944 +15%