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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 %
SFO
401
Stokes Family Office
Louisiana
$3.65M +$1.88M +17,770 +106%
CPP
402
Capasso Planning Partners
South Carolina
$3.62M +$193K +1,827 +6%
SP
403
SWS Partners
Ohio
$3.61M +$92K +872 +3%
GFWA
404
Grey Fox Wealth Advisors
Delaware
$3.57M +$3.57M +33,831 New
CCM
405
Canal Capital Management
Virginia
$3.53M +$3.53M +33,492 New
MLA
406
My Legacy Advisors
Oregon
$3.52M +$365K +3,380 +12%
BCP
407
Blackhawk Capital Partners
Wisconsin
$3.51M +$3.51M +33,278 New
CCM
408
Crabel Capital Management
California
$3.51M +$3.51M +33,235 New
FC
409
Financial Council
Maryland
$3.5M +$3.5M +33,141 New
MIA
410
MainStreet Investment Advisors
Illinois
$3.48M -$376K -3,567 -10%
TFA
411
Tobias Financial Advisors
Florida
$3.48M +$3.11M +29,441 +840%
FAIM
412
Financial Advocates Investment Management
Washington
$3.46M +$2.36M +22,366 +215%
FWP
413
FAS Wealth Partners
Kansas
$3.45M +$1.49M +14,136 +76%
HSBC Holdings
414
HSBC Holdings
United Kingdom
$3.44M +$2.68M +25,397 +351%
JF
415
JSF Financial
California
$3.43M -$4.57M -43,342 -57%
SYBT
416
Stock Yards Bank & Trust
Kentucky
$3.42M -$407K -3,857 -11%
FHB
417
First Hawaiian Bank
Hawaii
$3.42M +$275K +2,603 +9%
MCCA
418
Mill Creek Capital Advisors
Pennsylvania
$3.4M +$3.4M +32,219 New
William Blair & Company
419
William Blair & Company
Illinois
$3.39M +$1.12M +10,635 +49%
AFG
420
Albion Financial Group
Utah
$3.39M +$312K +2,955 +10%
ZF
421
Zhang Financial
Michigan
$3.37M -$1.18M -11,217 -26%
EWA
422
Etesian Wealth Advisors
Oregon
$3.37M +$3.37M +31,971 New
Lido Advisors
423
Lido Advisors
California
$3.37M +$1.42M +13,428 +72%
RWI
424
Red Wave Investments
Pennsylvania
$3.37M -$474K -4,488 -12%
ERIC
425
Eagle Rock Investment Company
Georgia
$3.37M -$944K -8,800 -22%