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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 %
TFA
401
Tobias Financial Advisors
Florida
$3.55M -$3.45K -32 -0.1%
SC
402
Stephens Consulting
Michigan
$3.54M -$391K -3,631 -10%
IP
403
Investment Partners
Ohio
$3.52M -$266K -2,470 -7%
ZF
404
Zhang Financial
Michigan
$3.52M +$75.2K +698 +2%
SFG
405
SevenBridge Financial Group
Pennsylvania
$3.52M -$319K -2,958 -8%
CPP
406
Capasso Planning Partners
South Carolina
$3.49M -$207K -1,920 -6%
FAIM
407
Financial Advocates Investment Management
Washington
$3.47M -$58.1K -539 -2%
KeyBank National Association
408
KeyBank National Association
Ohio
$3.45M +$77.5K +719 +2%
MLA
409
My Legacy Advisors
Oregon
$3.44M -$89K -824 -3%
WIA
410
World Investment Advisors
California
$3.39M +$259K +2,403 +8%
SWA
411
Strategies Wealth Advisors
Michigan
$3.38M -$584K -5,425 -15%
ERIC
412
Eagle Rock Investment Company
Georgia
$3.37M -$12.1K -112 -0.4%
WPW
413
Watershed Private Wealth
Illinois
$3.37M +$158K +1,467 +5%
RJT
414
Raymond James Trust
Florida
$3.36M +$181K +1,676 +6%
FT
415
Fiduciary Trust
Massachusetts
$3.36M +$57K +529 +2%
FFA
416
Farther Finance Advisors
California
$3.35M +$1.11M +10,266 +49%
UBV
417
United Bank (Virginia)
Virginia
$3.33M -$3M -27,857 -47%
MWM
418
McNaughton Wealth Management
California
$3.33M -$3.45K -32 -0.1%
AIM
419
Alhambra Investment Management
Florida
$3.31M +$225K +2,084 +7%
WFPG
420
Waller Financial Planning Group
Ohio
$3.29M +$701K +6,505 +27%
4WM
421
4J Wealth Management
Virginia
$3.26M -$38.2K -355 -1%
AF
422
Apexium Financial
Texas
$3.24M -$837K -7,765 -20%
William Blair & Company
423
William Blair & Company
Illinois
$3.23M -$231K -2,147 -7%
JBA
424
Johnson Bixby & Associates
Washington
$3.23M +$63.8K +592 +2%
AF
425
Advisornet Financial
Minnesota
$3.22M +$404K +3,747 +14%