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iShares National Muni Bond ETF

1,201 hedge funds and large institutions have $26.7B invested in iShares National Muni Bond ETF in 2023 Q1 according to their latest regulatory filings, with 111 funds opening new positions, 519 increasing their positions, 424 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,201
Holders Change
-1
Holders Change %
-0.08%
% of All Funds
19.22%
Holding in Top 10
118
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-4.84%
% of All Funds
1.89%
New
111
Increased
519
Reduced
424
Closed
82
Calls
$1.94M
Puts
$2.44M
Net Calls
-$497K
Net Calls Change
+$2.52M
Name Holding Trade Value Shares
Change
Shares
Change %
BSWA
301
Bromfield Sneider Wealth Advisors
Massachusetts
$6.06M +$122K +1,128 +2%
CS
302
Comerica Securities
Michigan
$6.05M +$42.2K +392 +0.7%
BCM
303
BTC Capital Management
Iowa
$5.97M +$848K +9,459 +17%
SWRP
304
Summit Wealth & Retirement Planning
California
$5.97M +$883K +8,200 +17%
JJBC
305
James J. Burns & Company
New York
$5.94M +$1.96M +18,218 +49%
CFMC
306
Curbstone Financial Management Corp
New Hampshire
$5.92M -$119K -1,100 -2%
IMA
307
Investment Management Associates
Colorado
$5.89M +$229K +2,126 +4%
PFM
308
Phillips Financial Management
Indiana
$5.85M +$204K +1,889 +4%
NB
309
Nicolet Bankshares
Wisconsin
$5.84M +$4.96M +46,035 +563%
EWM
310
Empirical Wealth Management
Washington
$5.77M -$493K -4,574 -8%
BCM
311
Brookstone Capital Management
Illinois
$5.77M -$111K -1,034 -2%
ML
312
McAdam LLC
Pennsylvania
$5.66M -$3.54M -32,886 -38%
AIM
313
Acropolis Investment Management
Missouri
$5.6M +$142K +1,318 +3%
PSCM
314
Per Stirling Capital Management
Texas
$5.58M +$5.58M +51,820 New
AFG
315
Arkansas Financial Group
Arkansas
$5.57M -$10.7K -99 -0.2%
HCC
316
Hirtle Callaghan & Co
Pennsylvania
$5.51M -$10.2K -95 -0.2%
NC
317
NewSquare Capital
Pennsylvania
$5.5M -$150K -1,395 -3%
LFS
318
Lutz Financial Services
Nebraska
$5.47M -$82K -761 -1%
FBB
319
Fulton Breakefield Broenniman
Maryland
$5.46M -$94.6K -878 -2%
FNT
320
First National Trust
Pennsylvania
$5.46M -$197K -1,827 -3%
KWM
321
Kingsview Wealth Management
Oregon
$5.42M -$21K -195 -0.4%
FHA
322
First Horizon Advisors
Tennessee
$5.41M -$3.5M -32,500 -39%
SI
323
Stephens Inc
Arkansas
$5.37M +$17.8K +165 +0.3%
LBC
324
Lowe Brockenbrough & Co
Virginia
$5.36M +$30.6K +284 +0.6%
CCG
325
Cypress Capital Group
Florida
$5.34M -$1.68M -15,584 -24%