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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 %
GFS
276
GYL Financial Synergies
Connecticut
$8.99M +$2.51M +23,173 +39%
RCA
277
Resonant Capital Advisors
Wisconsin
$8.99M -$1.77M -16,308 -16%
LA
278
Lindenwold Advisors
Pennsylvania
$8.94M +$86.2K +795 +1%
RCS
279
Retirement Capital Strategies
California
$8.94M +$8.94M +82,436 New
BWM
280
Baystate Wealth Management
Massachusetts
$8.93M +$714K +6,583 +9%
CFS
281
CGC Financial Services
Oregon
$8.88M -$595K -5,487 -6%
LPT
282
Legacy Private Trust
Wisconsin
$8.87M -$3.43M -31,645 -28%
AR
283
Apeiron RIA
Texas
$8.85M -$1.26M -11,651 -12%
AL
284
ADE LLC
Maryland
$8.83M -$163K -1,506 -2%
SC
285
Stephens Consulting
Michigan
$8.81M +$4.73M +43,610 +116%
AFP
286
Ausdal Financial Partners
Iowa
$8.73M +$170K +1,571 +2%
2L
287
25 LLC
Missouri
$8.7M +$673K +6,206 +8%
MWA
288
Martel Wealth Advisors
Washington
$8.69M +$228K +2,099 +3%
HCM
289
Hengehold Capital Management
Ohio
$8.62M +$838K +7,730 +11%
OWA
290
One Wealth Advisors
California
$8.61M -$12.2M -112,876 -59%
MWAM
291
Manhattan West Asset Management
California
$8.6M +$1.13M +10,427 +15%
BOPW
292
Brandywine Oak Private Wealth
Pennsylvania
$8.56M +$243K +2,244 +3%
PP
293
PDS Planning
Ohio
$8.49M -$4.24M -39,130 -33%
NA
294
NewEdge Advisors
Louisiana
$8.43M +$3.13M +29,028 +59%
WFS
295
Weitzel Financial Services
Iowa
$8.4M -$21K -194 -0.2%
AWA
296
Alaska Wealth Advisors
Alaska
$8.4M -$46.1M -425,596 -85%
VC
297
Veery Capital
Delaware
$8.37M -$2.23M -20,602 -21%
RA
298
RFG Advisory
Alabama
$8.3M -$689K -6,351 -8%
HW
299
Hancock Whitney
Mississippi
$8.16M +$3.77M +34,803 +86%
TWM
300
Thrive Wealth Management
Pennsylvania
$8.15M +$8.15M +75,164 New