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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 %
OIS
251
Okabena Investment Services
Minnesota
$9.94M +$2.47M +22,990 +33%
AR
252
Apeiron RIA
Texas
$9.91M +$1.12M +10,438 +13%
DAS
253
Dynamic Advisor Solutions
Arizona
$9.89M +$635K +5,904 +7%
RCA
254
Resonant Capital Advisors
Wisconsin
$9.88M +$963K +8,946 +11%
NA
255
NewEdge Advisors
Louisiana
$9.86M +$1.45M +13,472 +17%
AI
256
Atria Investments
North Carolina
$9.78M -$172K -1,600 -2%
MWAM
257
Manhattan West Asset Management
California
$9.7M +$1.16M +10,805 +14%
OCG
258
Opus Capital Group
Ohio
$9.58M -$136K -1,266 -1%
OWMIAS
259
One Wealth Management Investment & Advisory Services
Florida
$9.56M +$2.49M +23,111 +35%
GAB
260
German American Bancorp
Indiana
$9.54M -$286K -2,655 -3%
2L
261
25 LLC
Missouri
$9.47M +$840K +7,808 +10%
PWMG
262
Private Wealth Management Group
New Jersey
$9.46M +$294K +2,733 +3%
HG
263
Harbor Group
New Hampshire
$9.46M -$2.37K -22 -0%
Lazard Asset Management
264
Lazard Asset Management
New York
$9.36M -$9.12M
RCS
265
Retirement Capital Strategies
California
$9.29M +$424K +3,940 +5%
IWMA
266
Ironwood Wealth Management (Arizona)
Arizona
$9.29M +$246K +2,284 +3%
SHWM
267
Smith & Howard Wealth Management
Georgia
$9.28M +$115K +1,073 +1%
DWM
268
Dakota Wealth Management
Florida
$9.24M +$3.59M +33,342 +63%
CFP
269
Catalyst Financial Partners
Massachusetts
$9.2M +$1.49M +14,010 +19%
SAG
270
SageView Advisory Group
California
$9.13M +$9.13M +109,201 New
SW
271
Simplicity Wealth
New Jersey
$9.12M +$6.42M +59,676 +238%
BOPW
272
Brandywine Oak Private Wealth
Pennsylvania
$9.04M +$548K +5,092 +6%
MWA
273
Martel Wealth Advisors
Washington
$9.04M +$414K +3,850 +5%
HCM
274
Hengehold Capital Management
Ohio
$8.95M +$399K +3,707 +5%
WFS
275
Weitzel Financial Services
Iowa
$8.94M +$636K +5,937 +8%