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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 %
OWA
326
Opal Wealth Advisors
New York
$6.47M -$1.14M -10,637 -15%
ACM
327
AUA Capital Management
Pennsylvania
$6.43M -$287K -2,666 -4%
EWM
328
Empirical Wealth Management
Washington
$6.42M +$167K +1,555 +3%
LFS
329
Legacy Financial Strategies
Kansas
$6.42M +$347K +3,224 +6%
SB
330
Strategic Blueprint
Georgia
$6.38M +$2.76M +25,691 +76%
CA
331
CGN Advisors
Kansas
$6.38M -$146K -1,357 -2%
Kovitz Investment Group Partners
332
Kovitz Investment Group Partners
Illinois
$6.34M +$1.96M +18,175 +45%
DJSG
333
D.J. St. Germain
Massachusetts
$6.33M -$69.1K -642 -1%
PFM
334
Phillips Financial Management
Indiana
$6.32M +$532K +4,947 +9%
GKWIM
335
Gerber Kawasaki Wealth & Investment Management
California
$6.29M +$383K +3,562 +6%
WCM
336
Wealthcare Capital Management
Virginia
$6.26M +$1.67M +15,501 +36%
PCM
337
Passive Capital Management
Maryland
$6.23M -$114K -1,063 -2%
GI
338
GAMMA Investing
California
$6.21M +$760K +7,066 +14%
GWSA
339
Global Wealth Strategies & Associates
Colorado
$6.21M +$516K +4,797 +9%
RSWM
340
Robertson Stephens Wealth Management
California
$6.15M -$260K -2,415 -4%
AIM
341
Alhambra Investment Management
Florida
$6.14M +$2.61M +24,227 +74%
AWMG
342
Alliance Wealth Management Group
New Jersey
$6.13M +$153K +1,426 +3%
AFG
343
Arkansas Financial Group
Arkansas
$6.11M +$19.3K +179 +0.3%
SF
344
Synovus Financial
Georgia
$6.07M -$252K -2,345 -4%
CAMG
345
CWA Asset Management Group
Florida
$5.97M +$2.49M +23,143 +71%
GCM
346
Granby Capital Management
Florida
$5.92M
AFG
347
Albion Financial Group
Utah
$5.91M +$683K +6,345 +13%
TCM
348
TD Capital Management
Tennessee
$5.91M +$510K +4,739 +9%
ML
349
McAdam LLC
Pennsylvania
$5.9M +$581K +5,403 +11%
VA
350
Valmark Advisers
Ohio
$5.84M +$685K +6,369 +13%