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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 %
VAG
376
Vannoy Advisory Group
Texas
$5.77M +$271K +2,546 +5%
PCM
377
Passive Capital Management
Maryland
$5.76M -$618K -5,804 -10%
CWM
378
Connecticut Wealth Management
Connecticut
$5.73M -$236K -2,213 -4%
FNT
379
First National Trust
Pennsylvania
$5.72M -$768K -7,204 -12%
ACM
380
AUA Capital Management
Pennsylvania
$5.7M -$30.6K -287 -0.5%
CIAS
381
CFS Investment Advisory Services
New Jersey
$5.62M -$378K -3,544 -6%
AFP
382
Alpha Financial Partners
Kentucky
$5.61M +$4.7M +44,114 +517%
EWM
383
Empirical Wealth Management
Washington
$5.59M -$104K -978 -2%
PWP
384
Precedent Wealth Partners
Texas
$5.56M +$60.9K +572 +1%
NC
385
NewSquare Capital
Pennsylvania
$5.51M +$94K +882 +2%
FLA
386
Financial Life Advisors
Texas
$5.46M +$113K +1,065 +2%
HCC
387
Hirtle Callaghan & Co
Pennsylvania
$5.43M -$5.5M
SFG
388
Somnio Financial Group
Connecticut
$5.4M +$152K +1,430 +3%
PIMG
389
Patriot Investment Management Group
Tennessee
$5.27M +$98.9K +928 +2%
DIA
390
Davidson Investment Advisors
Montana
$5.27M -$458K -4,303 -8%
GGS
391
Galvin Gaustad & Stein
Arizona
$5.25M +$156K +1,461 +3%
W
392
WealthCollab
Washington
$5.24M +$574K +5,384 +12%
NGA
393
Naples Global Advisors
Florida
$5.23M +$790K +7,410 +18%
TVM
394
True Vision MN
Minnesota
$5.19M +$303K +2,847 +6%
BWM
395
BCGM Wealth Management
Indiana
$5.16M +$579K +5,431 +13%
AG
396
Ascent Group
Virginia
$5.12M +$689K +6,468 +16%
PWM
397
Proathlete Wealth Management
Florida
$5.09M +$525K +4,928 +11%
FFG
398
Fiduciary Financial Group
California
$5.09M -$107K -1,010 -2%
KPWS
399
Kestra Private Wealth Services
Texas
$5.07M +$237K +2,223 +5%
MWA
400
Motive Wealth Advisors
Michigan
$5.02M -$104K -974 -2%