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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 %
EB
376
Exchange Bank
California
$5.08M +$405K +3,763 +9%
AWE
377
Avidian Wealth Enterprises
Texas
$5.08M +$259K +2,404 +5%
TPCW
378
TD Private Client Wealth
New York
$5.07M +$833K +7,722 +20%
I
379
IMPACTfolio
Colorado
$5.02M +$5.02M +46,655 New
TGAM
380
TBH Global Asset Management
Tennessee
$5M +$1.52M +14,128 +44%
WFP
381
Wrenne Financial Planning
Kentucky
$4.99M +$327K +3,035 +7%
WMR
382
Wealth Management Resources
Rhode Island
$4.97M +$745K +6,924 +18%
HW
383
Hancock Whitney
Mississippi
$4.94M -$3.16M -29,350 -39%
DB
384
Dravo Bay
Delaware
$4.94M +$1.38M +12,812 +39%
PPW
385
Presilium Private Wealth
Pennsylvania
$4.9M +$275K +2,560 +6%
AFP
386
Alpha Financial Partners
Kentucky
$4.87M +$159K +1,479 +3%
HFA
387
High Falls Advisors
New York
$4.87M -$316K -2,935 -6%
HWM
388
Hassell Wealth Management
Louisiana
$4.86M
WPW
389
Watershed Private Wealth
Illinois
$4.85M +$1.6M +14,911 +49%
CFP
390
Cascade Financial Partners
California
$4.81M +$4.81M +45,175 New
HIP
391
HUB Investment Partners
Texas
$4.8M +$1.95M +18,108 +68%
EWA
392
Exencial Wealth Advisors
Oklahoma
$4.8M +$926K +8,603 +24%
TVM
393
True Vision MN
Minnesota
$4.77M +$1.38M +13,027 +41%
BBWP
394
Beacon Bridge Wealth Partners
Pennsylvania
$4.76M +$3.88M +36,020 +440%
PWM
395
Power Wealth Management
Georgia
$4.73M +$482K +4,481 +11%
RJT
396
Raymond James Trust
Florida
$4.65M +$62.2K +578 +1%
CTB
397
Country Trust Bank
Illinois
$4.65M
MWM
398
Mission Wealth Management
California
$4.65M +$1.18M +10,937 +34%
KWM
399
Kingsview Wealth Management
Oregon
$4.6M -$161K -1,493 -3%
KWM
400
Keebeck Wealth Management
Illinois
$4.55M +$162K +1,504 +4%