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iShares National Muni Bond ETF

1,388 hedge funds and large institutions have $34.6B invested in iShares National Muni Bond ETF in 2024 Q3 according to their latest regulatory filings, with 124 funds opening new positions, 645 increasing their positions, 427 reducing their positions, and 58 closing their positions.

Holders
1,388
Holders Change
+52
Holders Change %
+3.89%
% of All Funds
20.08%
Holding in Top 10
109
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-6.84%
% of All Funds
1.58%
New
124
Increased
645
Reduced
427
Closed
58
Calls
$55M
Puts
$46.3M
Net Calls
+$8.65M
Net Calls Change
+$189M
Name Market Value Shares Shares
Change
Shares
Change %
KIG
301
Kowal Investment Group
Wisconsin
$7.98M 73,490 -5,319 -7%
ACA
302
Ackerman Capital Advisors
Texas
$7.98M 73,440 -11,646 -14%
RFG
303
RFP Financial Group
Georgia
$7.94M 73,126 -4 -0%
EFN
304
Equita Financial Network
Pennsylvania
$7.87M 72,475 +1,215 +2%
BFA
305
Bragg Financial Advisors
North Carolina
$7.84M 72,168 +4,379 +6%
OPWM
306
Oakwell Private Wealth Management
Texas
$7.83M 72,081 -2,457 -3%
PRWA
307
Platte River Wealth Advisors
Colorado
$7.79M 71,666 +3,751 +6%
GWSA
308
Global Wealth Strategies & Associates
Colorado
$7.78M 71,653 +3,793 +6%
WCM
309
Wealthcare Capital Management
Virginia
$7.75M 71,370 +2,244 +3%
Kayne Anderson Rudnick Investment Management
310
Kayne Anderson Rudnick Investment Management
California
$7.7M 70,922 +53 +0.1%
SHIM
311
Stone House Investment Management
Pennsylvania
$7.68M 70,692 -426 -0.6%
Capstone Investment Advisors
312
Capstone Investment Advisors
New York
$7.56M 69,601 +69,601 New
G
313
GenTrust
Florida
$7.51M 69,179 +5,739 +9%
BWA
314
Burt Wealth Advisors
Maryland
$7.51M 69,168 +384 +0.6%
MWP
315
Moller Wealth Partners
$7.46M 68,664
HFA
316
High Falls Advisors
New York
$7.4M 68,149 +15,560 +30%
LFS
317
Legacy Financial Strategies
Kansas
$7.4M 68,083 +5,284 +8%
GHA
318
Granite Harbor Advisors
Texas
$7.38M 67,968 +9,672 +17%
MFA
319
Mayflower Financial Advisors
Massachusetts
$7.36M 67,727 +505 +0.8%
VA
320
Valmark Advisers
Ohio
$7.25M 66,746 +7,142 +12%
SB
321
Strategic Blueprint
Georgia
$7.24M 66,614 +2,899 +5%
BDF
322
Black Diamond Financial
Maryland
$7.23M 64,333 +838 +1%
RBCM
323
Raub Brock Capital Management
California
$7.21M 66,380 +5 +0%
BCWM
324
Bartlett & Co Wealth Management
Ohio
$7.19M 66,147 -1,199 -2%
SP
325
Symmetry Partners
Connecticut
$7.15M 65,859 -385,098 -85%