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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 %
AFG
351
Arkansas Financial Group
Arkansas
$6.14M +$47.9K +442 +0.8%
LFS
352
Legacy Financial Strategies
Kansas
$6.12M +$543K +5,006 +10%
AWMG
353
Alliance Wealth Management Group
New Jersey
$6.02M +$6.02M +55,526 New
GCM
354
Granby Capital Management
Florida
$5.96M
GKWIM
355
Gerber Kawasaki Wealth & Investment Management
California
$5.95M +$1.23M +11,357 +26%
FLA
356
Financial Life Advisors
Texas
$5.9M -$1.27M -11,738 -18%
HCC
357
Hirtle Callaghan & Co
Pennsylvania
$5.84M +$336K +3,100 +6%
PFM
358
Phillips Financial Management
Indiana
$5.83M +$368K +3,394 +7%
GBT
359
Grove Bank & Trust
Florida
$5.81M -$183K -1,688 -3%
PIMG
360
Patriot Investment Management Group
Tennessee
$5.81M -$4.31M -39,755 -43%
PWCM
361
Processus Wealth & Capital Management
Tennessee
$5.79M +$5.79M +53,383 New
Charles Schwab
362
Charles Schwab
California
$5.78M -$1.07M -9,857 -16%
ACP
363
Aveo Capital Partners
Colorado
$5.76M +$2.72M +25,078 +89%
GWSA
364
Global Wealth Strategies & Associates
Colorado
$5.74M +$1.74M +16,056 +44%
DWM
365
Dakota Wealth Management
Florida
$5.7M +$398K +3,672 +8%
LL
366
LPWM LLC
Minnesota
$5.69M +$3.42M +31,661 +151%
PSCM
367
Per Stirling Capital Management
Texas
$5.63M +$12.3K +113 +0.2%
DI
368
DFPG Investments
Utah
$5.61M +$2.07M +19,089 +58%
NC
369
NewSquare Capital
Pennsylvania
$5.56M -$77.8K -718 -1%
GI
370
GAMMA Investing
California
$5.49M +$5.49M +50,648 New
NFG
371
Northeast Financial Group
Pennsylvania
$5.48M +$3.62M +33,415 +195%
GHA
372
Granite Harbor Advisors
Texas
$5.47M -$190K -1,749 -3%
CFS
373
Cannon Financial Strategists
Georgia
$5.44M +$60.4K +557 +1%
TCM
374
TD Capital Management
Tennessee
$5.44M +$83.4K +769 +2%
AIM
375
Acropolis Investment Management
Missouri
$5.42M +$126K +1,164 +2%