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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 %
SC
276
Savant Capital
Illinois
$8.93M -$2.01M -18,696 -18%
KIG
277
Kowal Investment Group
Wisconsin
$8.84M -$236K -2,191 -3%
SC
278
Stephens Consulting
Michigan
$8.79M +$49K +455 +0.6%
AL
279
ADE LLC
Maryland
$8.74M -$29.7K -276 -0.3%
AFP
280
Ausdal Financial Partners
Iowa
$8.65M -$10.5K -98 -0.1%
ACA
281
Ackerman Capital Advisors
Texas
$8.65M -$345K -3,209 -4%
RWM
282
Reston Wealth Management
Virginia
$8.43M +$8.43M +78,310 New
PP
283
PDS Planning
Ohio
$8.43M +$1.72K +16 +0%
WP
284
WealthShield Partners
North Carolina
$8.41M +$832K +7,734 +11%
FHA
285
First Horizon Advisors
Tennessee
$8.36M -$3.02M -28,068 -27%
CGL
286
Clarius Group LLC
Washington
$8.33M -$1.76M -16,390 -17%
PO
287
Private Ocean
California
$8.22M -$1.38M -12,853 -14%
LPT
288
Legacy Private Trust
Wisconsin
$8.16M -$637K -5,922 -7%
AWA
289
Aquire Wealth Advisors
Utah
$8.07M +$181K +1,686 +2%
BCM
290
Brookstone Capital Management
Illinois
$8.05M +$732K +6,805 +10%
OPWM
291
Oakwell Private Wealth Management
Texas
$8.02M +$224K +2,081 +3%
Kayne Anderson Rudnick Investment Management
292
Kayne Anderson Rudnick Investment Management
California
$7.98M +$439K +4,083 +6%
PRWA
293
Platte River Wealth Advisors
Colorado
$7.86M +$6.37M +59,155 +426%
RA
294
RFG Advisory
Alabama
$7.83M -$412K -3,830 -5%
GL
295
Graypoint LLC
New York
$7.81M +$1.02M +9,517 +15%
BWA
296
Burt Wealth Advisors
Maryland
$7.81M +$1.01M +9,423 +15%
NSIM
297
North Star Investment Management
Illinois
$7.79M +$753 +7 +0%
RIA
298
Regal Investment Advisors
Michigan
$7.69M +$118K +1,095 +2%
EFN
299
Equita Financial Network
Pennsylvania
$7.65M +$941K +8,745 +14%
CFGS
300
Concourse Financial Group Securities
Alabama
$7.44M +$357K +4,354 +5%