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iShares National Muni Bond ETF

1,202 hedge funds and large institutions have $28.1B invested in iShares National Muni Bond ETF in 2022 Q4 according to their latest regulatory filings, with 222 funds opening new positions, 472 increasing their positions, 408 reducing their positions, and 124 closing their positions.

Holders
1,202
Holders Change
+76
Holders Change %
+6.75%
% of All Funds
19.39%
Holding in Top 10
124
Holding in Top 10 Change
+28
Holding in Top 10 Change %
+29.17%
% of All Funds
2%
New
222
Increased
472
Reduced
408
Closed
124
Calls
$8.71M
Puts
$11.7M
Net Calls
-$3.02M
Net Calls Change
+$20.8M
Name Holding Trade Value Shares
Change
Shares
Change %
NC
326
NewSquare Capital
Pennsylvania
$5.53M -$112K -1,065 -2%
SSWM
327
Sheets Smith Wealth Management
North Carolina
$5.53M -$1.81M -17,140 -25%
PFM
328
Phillips Financial Management
Indiana
$5.53M +$163K +1,541 +3%
AFG
329
Arkansas Financial Group
Arkansas
$5.47M -$10.8M -101,981 -66%
LFS
330
Lutz Financial Services
Nebraska
$5.44M -$1.11M -10,500 -17%
FBB
331
Fulton Breakefield Broenniman
Maryland
$5.44M -$834K -7,906 -13%
FPAS
332
Focus Partners Advisor Solutions
Missouri
$5.43M +$1.25M +11,862 +30%
HCC
333
Hirtle Callaghan & Co
Pennsylvania
$5.41M -$13.9M -131,334 -72%
AIM
334
Acropolis Investment Management
Missouri
$5.34M +$432K +4,096 +9%
KWM
335
Kingsview Wealth Management
Oregon
$5.33M +$2.55M +24,197 +92%
EC
336
Estate Counselors
Wisconsin
$5.29M -$12.4M -117,940 -70%
SI
337
Stephens Inc
Arkansas
$5.25M -$2.12M -20,117 -29%
SHJ
338
Sharkey, Howes & Javer
Colorado
$5.24M -$10.6M -100,454 -67%
DI
339
DFPG Investments
Utah
$5.23M +$5.23M +48,732 New
LBC
340
Lowe Brockenbrough & Co
Virginia
$5.22M +$2.6M +24,684 +100%
T
341
TNF
Montana
$5.21M -$118K -1,100 -2%
HWM
342
Hassell Wealth Management
Louisiana
$5.05M +$5.05M +46,910 New
GHA
343
Granite Harbor Advisors
Texas
$5.04M +$5.04M +47,738 New
TIA
344
Traphagen Investment Advisors
New Jersey
$5.01M +$4.47M +42,349 +830%
SWRP
345
Summit Wealth & Retirement Planning
California
$4.98M -$4.32M -40,915 -46%
JGCM
346
Joseph Group Capital Management
Ohio
$4.97M +$4.97M +47,130 New
OAP
347
One Advisory Partners
Kansas
$4.92M +$1.73M +16,395 +54%
AWM
348
Apollon Wealth Management
South Carolina
$4.88M +$1.35M +12,751 +38%
SAS
349
Sanford Advisory Services
Michigan
$4.77M +$3.8M +35,990 +391%
Brown Advisory
350
Brown Advisory
Maryland
$4.75M +$2.82M +26,729 +146%