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iShares National Muni Bond ETF

1,507 hedge funds and large institutions have $37.2B invested in iShares National Muni Bond ETF in 2024 Q4 according to their latest regulatory filings, with 218 funds opening new positions, 649 increasing their positions, 465 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,507
Holders Change
+119
Holders Change %
+8.57%
% of All Funds
20.07%
Holding in Top 10
121
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+11.01%
% of All Funds
1.61%
New
218
Increased
649
Reduced
465
Closed
73
Calls
$74.3M
Puts
$144M
Net Calls
-$70.2M
Net Calls Change
-$78.8M
Name Holding Trade Value Shares
Change
Shares
Change %
BFO
351
Biltmore Family Office
North Carolina
$6.56M +$62.9K +590 +1%
PFM
352
Phillips Financial Management
Indiana
$6.55M +$219K +2,052 +3%
DWM
353
Dogwood Wealth Management
Kansas
$6.49M -$24K -225 -0.4%
DJSG
354
D.J. St. Germain
Massachusetts
$6.45M +$140K +1,311 +2%
FBB
355
Fulton Breakefield Broenniman
Maryland
$6.44M -$113K -1,057 -2%
KWM
356
Keebeck Wealth Management
Illinois
$6.42M +$363K +3,405 +6%
ST
357
Smithfield Trust
Pennsylvania
$6.42M -$68.4K -642 -1%
ASW
358
Astoria Strategic Wealth
Texas
$6.41M +$6.41M +60,201 New
CISOA
359
Capital Investment Services of America
Wisconsin
$6.38M +$26.6K +250 +0.4%
I
360
IMPACTfolio
Colorado
$6.37M +$823K +7,722 +15%
Northern Trust
361
Northern Trust
Illinois
$6.34M +$558K +5,233 +10%
WMR
362
Wealth Management Resources
Rhode Island
$6.32M -$514K -4,825 -8%
TWM
363
Trinity Wealth Management
Pennsylvania
$6.27M +$443K +4,160 +8%
EB
364
Exchange Bank
California
$6.25M +$2.44M +22,930 +64%
LPT
365
Legacy Private Trust
Wisconsin
$6.2M +$531K +4,986 +9%
CST
366
Charles Schwab Trust
Nevada
$6.13M -$5.01M -47,046 -45%
AFG
367
Atomi Financial Group
New York
$5.99M +$5.27M +49,486 +737%
FPAS
368
Focus Partners Advisor Solutions
Missouri
$5.98M +$2.66M +24,988 +80%
CFS
369
Cannon Financial Strategists
Georgia
$5.95M -$11.5K -108 -0.2%
COLIM
370
City of London Investment Management
United Kingdom
$5.95M +$3.84M +36,035 +182%
KF
371
K2 Financial
California
$5.95M +$5.95M +56,421 New
EWA
372
Exencial Wealth Advisors
Oklahoma
$5.84M -$124K -1,168 -2%
MFG
373
Merit Financial Group
Georgia
$5.82M +$596K +5,593 +11%
TW
374
Traveka Wealth
California
$5.82M -$460K -4,325 -7%
LL
375
LPWM LLC
Minnesota
$5.79M -$482K -4,523 -8%