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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 %
BSWA
301
Bromfield Sneider Wealth Advisors
Massachusetts
$7.39M +$608K +5,654 +9%
MWP
302
Moller Wealth Partners
$7.39M +$247K +2,300 +3%
SHIM
303
Stone House Investment Management
Pennsylvania
$7.3M +$5.79M +53,836 +385%
MFA
304
Mayflower Financial Advisors
Massachusetts
$7.27M +$384K +3,573 +6%
HI
305
Hudock Inc
Pennsylvania
$7.22M +$3.6M +33,439 +99%
CFD
306
Creative Financial Designs
Indiana
$7.18M +$290K +2,692 +4%
RBCM
307
Raub Brock Capital Management
California
$7.16M +$18.3K +170 +0.3%
G
308
GenTrust
Florida
$7.08M -$2.85M -26,490 -29%
TWM
309
Trinity Wealth Management
Pennsylvania
$7.05M +$2.17M +20,186 +45%
BFA
310
Bragg Financial Advisors
North Carolina
$6.97M -$172K -1,602 -2%
FNT
311
First National Trust
Pennsylvania
$6.93M +$257K +2,390 +4%
RFG
312
RFP Financial Group
Georgia
$6.92M +$300K +2,784 +5%
WA
313
Waterford Advisors
New York
$6.84M +$233K +2,170 +4%
NFG
314
Northeast Financial Group
Pennsylvania
$6.84M +$1.41M +13,084 +26%
LNWTC
315
Laird Norton Wetherby Trust Company
Washington
$6.76M
CISOA
316
Capital Investment Services of America
Wisconsin
$6.75M
BCWM
317
Bartlett & Co Wealth Management
Ohio
$6.72M +$294K +2,728 +5%
FM
318
Foster & Motley
Ohio
$6.7M +$42.3K +393 +0.6%
SGCA
319
Steel Grove Capital Advisors
Tennessee
$6.66M -$2.99M -27,829 -31%
KPWS
320
Kestra Private Wealth Services
Texas
$6.64M +$360K +3,343 +6%
DWM
321
Dogwood Wealth Management
Kansas
$6.59M +$2.8M +26,039 +74%
FFN
322
Focus Financial Network
Minnesota
$6.56M -$466K -4,380 -7%
FBB
323
Fulton Breakefield Broenniman
Maryland
$6.53M +$221K +2,050 +3%
DIA
324
Davidson Investment Advisors
Montana
$6.51M -$1.1M -10,193 -14%
TW
325
Traveka Wealth
California
$6.49M -$322K -2,989 -5%