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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 %
OAP
326
One Advisory Partners
Kansas
$5.33M +$306K +2,843 +6%
M
327
MYeCFO
California
$5.31M -$673K -6,244 -11%
SW
328
SVB Wealth
Massachusetts
$5.27M -$2.03M -18,820 -28%
GHA
329
Granite Harbor Advisors
Texas
$5.26M +$120K +1,111 +2%
WTC
330
WhitTier Trust Company
Nevada
$5.23M -$772K -7,166 -13%
T
331
TNF
Montana
$5.21M +$13.8K +129 +0.3%
AT
332
Arden Trust
Delaware
$5.16M +$838K +7,779 +19%
HW
333
Hancock Whitney
Mississippi
$5.14M -$9.65M -89,598 -65%
AWE
334
Avidian Wealth Enterprises
Texas
$5.08M +$1.8M +16,727 +55%
HWM
335
Hassell Wealth Management
Louisiana
$5.05M
VA
336
Valmark Advisers
Ohio
$5.03M +$176K +1,631 +4%
CCM
337
Crabel Capital Management
California
$5.02M +$1.44M +13,368 +40%
GLLW
338
Graves Light Lenhart Wealth
Virginia
$5.01M -$692K -6,426 -12%
DA
339
Detalus Advisors
Missouri
$4.98M -$1.01M -9,379 -17%
MFG
340
MidWestOne Financial Group
Iowa
$4.96M +$287K +2,668 +6%
V
341
Veritable
Delaware
$4.84M -$9.95M -92,378 -67%
BC
342
Brio Consultants
California
$4.84M +$323K +2,997 +7%
CFS
343
Cannon Financial Strategists
Georgia
$4.83M +$52.7K +489 +1%
SHGA
344
Sand Hill Global Advisors
California
$4.83M -$6.34M -58,865 -57%
GGS
345
Galvin Gaustad & Stein
Arizona
$4.8M +$514K +4,769 +12%
OA
346
Operose Advisors
Wisconsin
$4.79M -$1.84M -17,082 -28%
DB
347
Dravo Bay
Delaware
$4.74M +$747K +6,936 +19%
NW
348
NewEdge Wealth
Pennsylvania
$4.72M -$103K -960 -2%
JGCM
349
Joseph Group Capital Management
Ohio
$4.69M -$391K -3,627 -8%
CFP
350
Catalyst Financial Partners
Massachusetts
$4.66M -$29.2K -271 -0.6%