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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 %
HCC
351
Hirtle Callaghan & Co
Pennsylvania
$5.82M -$5.84M -53,915 Closed
CWM
352
Connecticut Wealth Management
Connecticut
$5.68M -$948K -8,806 -14%
LL
353
LPWM LLC
Minnesota
$5.67M +$76.5K +721 +1%
FLA
354
Financial Life Advisors
Texas
$5.62M -$234K -2,179 -4%
NC
355
NewSquare Capital
Pennsylvania
$5.61M +$92K +855 +2%
PSCM
356
Per Stirling Capital Management
Texas
$5.59M
GHA
357
Granite Harbor Advisors
Texas
$5.57M +$142K +1,324 +3%
MWA
358
Motive Wealth Advisors
Michigan
$5.54M +$1.43M +13,322 +35%
PWP
359
Precedent Wealth Partners
Texas
$5.49M +$5.49M +51,040 New
GGS
360
Galvin Gaustad & Stein
Arizona
$5.49M +$290K +2,698 +6%
AWP
361
Avid Wealth Partners
Texas
$5.46M +$3.07M +28,553 +129%
CFS
362
Cannon Financial Strategists
Georgia
$5.44M +$40.1K +373 +0.7%
IWP
363
Invenio Wealth Partners
Florida
$5.43M +$775K +7,199 +17%
PIMG
364
Patriot Investment Management Group
Tennessee
$5.4M -$361K -3,351 -6%
FWA
365
FSM Wealth Advisors
Ohio
$5.4M +$1.26M +11,722 +30%
FCIM
366
Fairview Capital Investment Management
California
$5.4M +$4.03M +37,450 +295%
T
367
TNF
Montana
$5.39M +$351K +3,294 +7%
MAM
368
Meeder Asset Management
Ohio
$5.36M +$326K +3,033 +6%
AIM
369
Acropolis Investment Management
Missouri
$5.36M -$20.4K -190 -0.4%
PGFC
370
Peapack-Gladstone Financial Corp
New Jersey
$5.35M +$327K +3,041 +7%
BFO
371
Biltmore Family Office
North Carolina
$5.3M +$1.32M +12,271 +33%
VAG
372
Vannoy Advisory Group
Texas
$5.19M +$44.2K +411 +0.9%
CFMC
373
Curbstone Financial Management Corp
New Hampshire
$5.15M
TIA
374
Traphagen Investment Advisors
New Jersey
$5.12M -$1.34M -12,422 -21%
SI
375
Stephens Inc
Arkansas
$5.09M +$44.7K +415 +0.9%