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iShares National Muni Bond ETF

1,370 hedge funds and large institutions have $34.8B invested in iShares National Muni Bond ETF in 2023 Q4 according to their latest regulatory filings, with 272 funds opening new positions, 484 increasing their positions, 493 reducing their positions, and 102 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,370
Holders Change
+154
Holders Change %
+12.66%
% of All Funds
20.08%
Holding in Top 10
132
Holding in Top 10 Change
+18
Holding in Top 10 Change %
+15.79%
% of All Funds
1.93%
New
272
Increased
484
Reduced
493
Closed
102
Calls
$179M
Puts
$97.9M
Net Calls
+$80.7M
Net Calls Change
+$62M
Name Holding Trade Value Shares
Change
Shares
Change %
FCH
251
Freestone Capital Holdings
Washington
$10.2M +$205K +1,894 +2%
CGL
252
Clarius Group LLC
Washington
$10.2M +$8.81M +81,283 +651%
BWM
253
Brown Wealth Management
Illinois
$10.2M -$169K -1,555 -2%
Janney Montgomery Scott
254
Janney Montgomery Scott
Pennsylvania
$10.2M +$210K +1,941 +2%
SA
255
Skyline Advisors
Washington
$10.1M +$10.1M +93,512 New
AI
256
Atria Investments
North Carolina
$10M +$2.29M +21,152 +30%
G
257
GenTrust
Florida
$10M +$101K +930 +1%
GAB
258
German American Bancorp
Indiana
$9.9M -$124K -1,143 -1%
GP
259
Girard Partners
Pennsylvania
$9.83M -$579K -5,345 -6%
WA
260
Waverly Advisors
Alabama
$9.8M +$554K +5,114 +6%
OCG
261
Opus Capital Group
Ohio
$9.79M -$214K -1,977 -2%
SGCA
262
Steel Grove Capital Advisors
Tennessee
$9.73M -$4.75M -43,777 -33%
PO
263
Private Ocean
California
$9.68M -$2.61M -24,107 -21%
WWM
264
Waterway Wealth Management
Texas
$9.6M +$9.6M +88,567 New
HG
265
Harbor Group
New Hampshire
$9.53M +$8.66M +79,920 +999%
Brown Advisory
266
Brown Advisory
Maryland
$9.52M +$4.01M +37,022 +73%
GW
267
GW & Wade
Massachusetts
$9.31M -$8.13M -75,002 -47%
DAS
268
Dynamic Advisor Solutions
Arizona
$9.3M +$1.83M +16,965 +25%
OSAM
269
O'Shaughnessy Asset Management
Connecticut
$9.29M +$781K +7,204 +9%
PWMG
270
Private Wealth Management Group
New Jersey
$9.24M +$9.24M +85,192 New
SHWM
271
Smith & Howard Wealth Management
Georgia
$9.23M -$7.2M -66,395 -44%
KIG
272
Kowal Investment Group
Wisconsin
$9.14M +$7.68M +70,812 +523%
Lazard Asset Management
273
Lazard Asset Management
New York
$9.12M -$7.73M
IWMA
274
Ironwood Wealth Management (Arizona)
Arizona
$9.11M +$4.41M +40,689 +94%
ACA
275
Ackerman Capital Advisors
Texas
$9.06M -$58.1M -535,665 -87%