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iShares National Muni Bond ETF

1,202 hedge funds and large institutions have $28.1B invested in iShares National Muni Bond ETF in 2022 Q4 according to their latest regulatory filings, with 222 funds opening new positions, 472 increasing their positions, 408 reducing their positions, and 124 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,202
Holders Change
+76
Holders Change %
+6.75%
% of All Funds
19.39%
Holding in Top 10
124
Holding in Top 10 Change
+28
Holding in Top 10 Change %
+29.17%
% of All Funds
2%
New
222
Increased
472
Reduced
408
Closed
124
Calls
$8.71M
Puts
$11.7M
Net Calls
-$3.02M
Net Calls Change
+$20.8M
Name Holding Trade Value Shares
Change
Shares
Change %
AWMNH
376
Arcadia Wealth Management (New Hampshire)
New Hampshire
$4.02M +$4.02M +38,091 New
AF
377
Apexium Financial
Texas
$4M -$82.2K -779 -2%
PCIA
378
Prime Capital Investment Advisors
Kansas
$3.94M +$3.68M +34,896 +1,435%
RP
379
Riverwater Partners
Wisconsin
$3.93M +$3.93M +37,266 New
DB
380
Dravo Bay
Delaware
$3.91M -$1.4M -13,243 -26%
ICG
381
InterOcean Capital Group
Tennessee
$3.9M +$3.24M +30,743 +495%
AI
382
Atria Investments
North Carolina
$3.9M -$553K -5,245 -12%
RA
383
Riversedge Advisors
Delaware
$3.9M +$752K +7,126 +24%
JJBC
384
James J. Burns & Company
New York
$3.89M +$43.3K +410 +1%
BF
385
Brooklyn FI
New York
$3.88M -$46.2M -36,143 -92%
SWA
386
Strategies Wealth Advisors
Michigan
$3.88M +$3.88M +36,780 New
HG
387
Harbor Group
New Hampshire
$3.86M +$3.86M +36,575 New
SWIM
388
Smallwood Wealth Investment Management
New Jersey
$3.85M -$21.4K -203 -0.6%
SC
389
Stephens Consulting
Michigan
$3.85M +$3.13M +29,616 +430%
EBT
390
Enterprise Bank & Trust
Massachusetts
$3.79M -$344K -3,260 -8%
GKWIM
391
Gerber Kawasaki Wealth & Investment Management
California
$3.78M +$2.13M +20,172 +129%
SFG
392
StrategIQ Financial Group
Indiana
$3.77M -$818K -7,750 -18%
DWM
393
Dakota Wealth Management
Florida
$3.76M +$594K +5,629 +19%
SFG
394
SevenBridge Financial Group
Pennsylvania
$3.75M +$3.46M +32,811 +1,184%
OIS
395
Okabena Investment Services
Minnesota
$3.75M +$3.75M +35,571 New
MWAM
396
Manhattan West Asset Management
California
$3.74M -$2.71M -25,729 -42%
IP
397
Investment Partners
Ohio
$3.71M +$2.87M +27,169 +340%
WCM
398
Wunderlich Capital Managemnt
Tennessee
$3.7M +$159K +1,505 +4%
CAMG
399
CWA Asset Management Group
Florida
$3.69M +$3.02M +28,604 +447%
MAM
400
Meeder Asset Management
Ohio
$3.66M -$46.4M -440,085 -93%