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iShares National Muni Bond ETF

1,370 hedge funds and large institutions have $34.8B invested in iShares National Muni Bond ETF in 2023 Q4 according to their latest regulatory filings, with 272 funds opening new positions, 484 increasing their positions, 493 reducing their positions, and 102 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,370
Holders Change
+154
Holders Change %
+12.66%
% of All Funds
20.08%
Holding in Top 10
132
Holding in Top 10 Change
+18
Holding in Top 10 Change %
+15.79%
% of All Funds
1.93%
New
272
Increased
484
Reduced
493
Closed
102
Calls
$179M
Puts
$97.9M
Net Calls
+$80.7M
Net Calls Change
+$62M
Name Holding Trade Value Shares
Change
Shares
Change %
AIP
326
Ameritas Investment Partners
Nebraska
$6.88M +$225K +2,076 +3%
TW
327
Traveka Wealth
California
$6.87M +$6.87M +63,335 New
BWA
328
Burt Wealth Advisors
Maryland
$6.84M -$1.75M -16,186 -20%
GL
329
Graypoint LLC
New York
$6.84M -$231K -2,134 -3%
BSWA
330
Bromfield Sneider Wealth Advisors
Massachusetts
$6.83M +$22.3K +206 +0.3%
LNWTC
331
Laird Norton Wetherby Trust Company
Washington
$6.81M -$14.1M -130,098 -67%
CISOA
332
Capital Investment Services of America
Wisconsin
$6.8M
ACM
333
AUA Capital Management
Pennsylvania
$6.77M +$433K +3,997 +7%
EFN
334
Equita Financial Network
Pennsylvania
$6.76M +$375K +3,459 +6%
FNT
335
First National Trust
Pennsylvania
$6.72M +$872K +8,043 +15%
FM
336
Foster & Motley
Ohio
$6.71M +$55.6K +513 +0.8%
CWM
337
Connecticut Wealth Management
Connecticut
$6.67M +$90.3K +833 +1%
RFG
338
RFP Financial Group
Georgia
$6.67M -$714K -6,584 -10%
WA
339
Waterford Advisors
New York
$6.66M -$2.18M -20,125 -25%
CA
340
CGN Advisors
Kansas
$6.58M -$8.27M -76,289 -56%
TIA
341
Traphagen Investment Advisors
New Jersey
$6.51M -$867K -8,001 -12%
BCWM
342
Bartlett & Co Wealth Management
Ohio
$6.48M -$3.41M -31,393 -34%
BC
343
Bartlett & Co
Ohio
$6.48M -$3.41M -31,393 -34%
RSWM
344
Robertson Stephens Wealth Management
California
$6.46M -$2.58M -23,756 -29%
DJSG
345
D.J. St. Germain
Massachusetts
$6.45M +$13K +120 +0.2%
PCM
346
Passive Capital Management
Maryland
$6.39M -$8.67M -79,960 -58%
SF
347
Synovus Financial
Georgia
$6.37M -$915K -8,436 -13%
FBB
348
Fulton Breakefield Broenniman
Maryland
$6.36M +$327K +3,014 +5%
KPWS
349
Kestra Private Wealth Services
Texas
$6.33M +$1.16M +10,658 +22%
EWM
350
Empirical Wealth Management
Washington
$6.3M +$1.62M +14,943 +35%