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iShares National Muni Bond ETF

1,370 hedge funds and large institutions have $34.8B invested in iShares National Muni Bond ETF in 2023 Q4 according to their latest regulatory filings, with 272 funds opening new positions, 484 increasing their positions, 493 reducing their positions, and 102 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,370
Holders Change
+154
Holders Change %
+12.66%
% of All Funds
20.08%
Holding in Top 10
132
Holding in Top 10 Change
+18
Holding in Top 10 Change %
+15.79%
% of All Funds
1.93%
New
272
Increased
484
Reduced
493
Closed
102
Calls
$179M
Puts
$97.9M
Net Calls
+$80.7M
Net Calls Change
+$62M
Name Holding Trade Value Shares
Change
Shares
Change %
CTB
401
Country Trust Bank
Illinois
$4.68M
PPW
402
Presilium Private Wealth
Pennsylvania
$4.66M -$397K -3,666 -8%
WCM
403
Wealthcare Capital Management
Virginia
$4.63M -$9.56M -88,158 -67%
RJT
404
Raymond James Trust
Florida
$4.63M +$750K +6,922 +19%
JGCM
405
Joseph Group Capital Management
Ohio
$4.45M -$59.8K -552 -1%
SSWM
406
Sheets Smith Wealth Management
North Carolina
$4.44M -$95.8K -884 -2%
KWM
407
Keebeck Wealth Management
Illinois
$4.42M -$4.35M -40,164 -50%
Kovitz Investment Group Partners
408
Kovitz Investment Group Partners
Illinois
$4.41M +$465K +4,291 +12%
PPWP
409
Premier Path Wealth Partners
New Jersey
$4.39M +$4.39M +39,081 New
PWM
410
Power Wealth Management
Georgia
$4.28M +$4.28M +39,470 New
TPCW
411
TD Private Client Wealth
New York
$4.28M +$447K +4,108 +12%
WMR
412
Wealth Management Resources
Rhode Island
$4.26M +$1.89M +17,454 +80%
HWAM
413
Hennion & Walsh Asset Management
New Jersey
$4.24M +$3.61M +33,322 +576%
WIC
414
Whitegate Investment Counselors
New Hampshire
$4.2M +$297K +2,735 +8%
SFG
415
SevenBridge Financial Group
Pennsylvania
$4.18M +$140K +1,287 +3%
FWA
416
FSM Wealth Advisors
Ohio
$4.17M +$312K +2,879 +8%
MWA
417
Motive Wealth Advisors
Michigan
$4.14M -$1M -9,244 -20%
ASG
418
Ariston Services Group
California
$4.13M +$4.13M +38,114 New
CST
419
Charles Schwab Trust
Nevada
$4.12M -$68.9K -636 -2%
BFO
420
Biltmore Family Office
North Carolina
$4.01M +$1.06M +9,789 +36%
MFG
421
MidWestOne Financial Group
Iowa
$3.98M -$1.03M -9,517 -21%
CAWM
422
Capital Advisors Wealth Management
Washington
$3.91M -$549K -5,068 -12%
PFA
423
Pure Financial Advisors
California
$3.9M -$415K -3,825 -10%
EWA
424
Exencial Wealth Advisors
Oklahoma
$3.9M +$3.9M +36,008 New
Wolverine Trading
425
Wolverine Trading
Illinois
$3.9M +$3.9M +36,006 New