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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 %
CFG
401
Cosner Financial Group
Colorado
$4.46M +$1.14M +10,567 +34%
CPIG
402
Chicago Partners Investment Group
Illinois
$4.45M -$244K -2,288 -5%
DA
403
Detalus Advisors
Missouri
$4.38M +$1.36M +12,604 +45%
JGCM
404
Joseph Group Capital Management
Ohio
$4.37M -$54.3K -505 -1%
CG
405
Clifford Group
Massachusetts
$4.29M -$788K -7,324 -16%
MLA
406
My Legacy Advisors
Oregon
$4.19M +$487K +4,528 +13%
WIC
407
Whitegate Investment Counselors
New Hampshire
$4.19M +$19.9K +185 +0.5%
AIP
408
Ameritas Investment Partners
Nebraska
$4.16M -$2.67M -24,813 -39%
Allspring Global Investments
409
Allspring Global Investments
North Carolina
$4.13M -$126M -1,168,348 -97%
SFG
410
SevenBridge Financial Group
Pennsylvania
$4.09M -$19K -178 -0.5%
FI
411
Financial Insights
Washington
$4.08M -$983K -9,132 -19%
PFA
412
Pure Financial Advisors
California
$4.06M +$183K +1,698 +5%
JBA
413
Johnson Bixby & Associates
Washington
$4.03M +$304K +2,825 +8%
BFG
414
Bleakley Financial Group
New Jersey
$4.03M +$1.42M +13,199 +54%
DLCIG
415
D.L. Carlson Investment Group
New Hampshire
$4.01M +$327K +3,035 +9%
PWM
416
Proathlete Wealth Management
Florida
$3.97M +$164K +1,523 +4%
GFS
417
GYL Financial Synergies
Connecticut
$3.94M -$4.98M -46,259 -56%
Charles Schwab
418
Charles Schwab
California
$3.94M -$1.8M -16,699 -31%
UCB
419
United Community Bank
South Carolina
$3.93M +$1.77M +16,406 +82%
SP
420
SWS Partners
Ohio
$3.84M +$3.87K +36 +0.1%
SWIM
421
Smallwood Wealth Investment Management
New Jersey
$3.81M -$4.41K -41 -0.1%
ZF
422
Zhang Financial
Michigan
$3.79M +$225K +2,093 +6%
GBT
423
Grove Bank & Trust
Florida
$3.79M -$1.98M -18,404 -34%
OAP
424
One Advisory Partners
Kansas
$3.79M +$548K +5,091 +17%
SWA
425
Stratos Wealth Advisors
Ohio
$3.78M +$167K +1,549 +5%