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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 %
AFG
326
Arkansas Financial Group
Arkansas
$7.12M 65,504 +5,582 +9%
LNWTC
327
Laird Norton Wetherby Trust Company
Washington
$7.11M 65,420 -15,563 -19%
ACA
328
Aptus Capital Advisors
Alabama
$7.08M 65,189 +9,830 +18%
FM
329
Foster & Motley
Ohio
$7.08M 65,140 -869 -1%
HCM
330
Horiko Capital Management
New York
$7.07M 65,050 +65,050 New
ML
331
McAdam LLC
Pennsylvania
$7.06M 64,977 +6,659 +11%
GKWIM
332
Gerber Kawasaki Wealth & Investment Management
California
$7.04M 64,769 +954 +1%
CFGS
333
Concourse Financial Group Securities
Alabama
$7.04M 85,552 -7,656 -8%
CA
334
CGN Advisors
Kansas
$7.02M 64,590 +4,983 +8%
WMR
335
Wealth Management Resources
Rhode Island
$6.97M 64,121 -4,097 -6%
SWM
336
Seaside Wealth Management
California
$6.79M 62,486 -1,660 -3%
CGL
337
Clarius Group LLC
Washington
$6.71M 61,724
FBB
338
Fulton Breakefield Broenniman
Maryland
$6.68M 61,518 +1,101 +2%
BCM
339
BTC Capital Management
Iowa
$6.65M 61,240 -26,170 -30%
DWM
340
Dogwood Wealth Management
Kansas
$6.64M 61,104 -475 -0.8%
BFO
341
Biltmore Family Office
North Carolina
$6.63M 61,012 +7,462 +14%
FNT
342
First National Trust
Pennsylvania
$6.61M 60,853 -2,329 -4%
ST
343
Smithfield Trust
Pennsylvania
$6.61M 60,840 +1,874 +3%
PGFC
344
Peapack-Gladstone Financial Corp
New Jersey
$6.59M 60,697 +3,730 +7%
WPW
345
Watershed Private Wealth
Illinois
$6.52M 60,047 +12,019 +25%
PCM
346
Passive Capital Management
Maryland
$6.5M 59,829 -798 -1%
CISOA
347
Capital Investment Services of America
Wisconsin
$6.48M 59,629
PFM
348
Phillips Financial Management
Indiana
$6.45M 59,385 -1,072 -2%
DJSG
349
D.J. St. Germain
Massachusetts
$6.43M 59,205 +602 +1%
TW
350
Traveka Wealth
California
$6.4M 58,977 +131 +0.2%