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iShares National Muni Bond ETF

1,201 hedge funds and large institutions have $26.7B invested in iShares National Muni Bond ETF in 2023 Q1 according to their latest regulatory filings, with 111 funds opening new positions, 519 increasing their positions, 424 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,201
Holders Change
-1
Holders Change %
-0.08%
% of All Funds
19.22%
Holding in Top 10
118
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-4.84%
% of All Funds
1.89%
New
111
Increased
519
Reduced
424
Closed
82
Calls
$1.94M
Puts
$2.44M
Net Calls
-$497K
Net Calls Change
+$2.52M
Name Holding Trade Value Shares
Change
Shares
Change %
FWA
376
FSM Wealth Advisors
Ohio
$4.01M +$943K +8,748 +31%
SW
377
SteelPeak Wealth
California
$4.01M +$1.19M +11,082 +42%
MWAM
378
Manhattan West Asset Management
California
$3.99M +$165K +1,527 +4%
TPCW
379
TD Private Client Wealth
New York
$3.95M -$1.71M -15,642 -30%
SFG
380
StrategIQ Financial Group
Indiana
$3.92M +$70.1K +651 +2%
AWMG
381
Alliance Wealth Management Group
New Jersey
$3.91M -$325K -3,014 -8%
JIR
382
James Investment Research
Ohio
$3.9M +$482K +4,470 +14%
DWM
383
Dakota Wealth Management
Florida
$3.88M +$49.9K +463 +1%
GFS
384
GYL Financial Synergies
Connecticut
$3.88M -$12.6M -117,238 -76%
RA
385
Riversedge Advisors
Delaware
$3.88M -$101K -936 -3%
SWIM
386
Smallwood Wealth Investment Management
New Jersey
$3.87M -$64.5K -599 -2%
EBT
387
Enterprise Bank & Trust
Massachusetts
$3.86M -$13.7K -127 -0.4%
WT
388
Whittier Trust
California
$3.82M -$680K -6,313 -15%
WCM
389
Wunderlich Capital Managemnt
Tennessee
$3.79M +$16.3K +151 +0.4%
FLA
390
Financial Life Advisors
Texas
$3.79M +$875K +8,125 +30%
Kovitz Investment Group Partners
391
Kovitz Investment Group Partners
Illinois
$3.76M +$1.29M +12,001 +52%
PPW
392
Presilium Private Wealth
Pennsylvania
$3.7M +$684K +6,347 +23%
CG
393
Clifford Group
Massachusetts
$3.69M +$382K +3,550 +12%
SP
394
SWS Partners
Ohio
$3.67M -$15.5K -144 -0.4%
MA
395
Mutual Advisors
Nebraska
$3.67M -$555K -5,154 -13%
AFG
396
Albion Financial Group
Utah
$3.67M +$209K +1,943 +6%
MGIA
397
Moneta Group Investment Advisors
Missouri
$3.65M +$2.58M +23,947 +241%
GWSA
398
Global Wealth Strategies & Associates
Colorado
$3.65M +$475K +4,412 +15%
BCG
399
Breakwater Capital Group
New Jersey
$3.59M +$276K +2,564 +8%
ACM
400
Ascendant Capital Management
California
$3.56M +$1.72M +16,000 +94%