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iShares National Muni Bond ETF

1,336 hedge funds and large institutions have $32.5B invested in iShares National Muni Bond ETF in 2024 Q2 according to their latest regulatory filings, with 106 funds opening new positions, 633 increasing their positions, 427 reducing their positions, and 116 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,336
Holders Change
-28
Holders Change %
-2.05%
% of All Funds
19.43%
Holding in Top 10
117
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-0.85%
% of All Funds
1.7%
New
106
Increased
633
Reduced
427
Closed
116
Calls
$6.12M
Puts
$187M
Net Calls
-$181M
Net Calls Change
-$130M
Name Holding Trade Value Shares
Change
Shares
Change %
GRP
401
Global Retirement Partners
California
$4.64M +$1.42M +13,307 +44%
CTB
402
Country Trust Bank
Illinois
$4.63M +$23.7K +222 +0.5%
BHWM
403
Beaird Harris Wealth Management
Texas
$4.52M +$1.6M +15,027 +55%
PS
404
Principal Securities
Iowa
$4.41M +$804K +7,548 +22%
PWM
405
Power Wealth Management
Georgia
$4.38M -$307K -2,883 -7%
DLCIG
406
D.L. Carlson Investment Group
New Hampshire
$4.33M +$358K +3,359 +9%
AWE
407
Avidian Wealth Enterprises
Texas
$4.31M -$719K -6,746 -14%
JGCM
408
Joseph Group Capital Management
Ohio
$4.31M -$16.5K -155 -0.4%
CFG
409
Cosner Financial Group
Colorado
$4.29M -$124K -1,161 -3%
PPWP
410
Premier Path Wealth Partners
New Jersey
$4.28M +$1.66M +15,564 +63%
PWM
411
Proathlete Wealth Management
Florida
$4.23M +$299K +2,803 +8%
SWA
412
Stratos Wealth Advisors
Ohio
$4.23M +$491K +4,612 +13%
CG
413
Clifford Group
Massachusetts
$4.23M -$19.6K -184 -0.5%
SFG
414
SevenBridge Financial Group
Pennsylvania
$4.22M +$81.6K +755 +2%
FAIM
415
Financial Advocates Investment Management
Washington
$4.22M +$1.53M +14,405 +57%
WWM
416
Waterway Wealth Management
Texas
$4.21M +$3.98M +37,365 +1,716%
AIM
417
Alhambra Investment Management
Florida
$4.16M -$1.92M -17,998 -32%
BFG
418
Bleakley Financial Group
New Jersey
$4.13M +$144K +1,353 +4%
EB
419
Exchange Bank
California
$4.11M -$916K -8,597 -18%
OAP
420
One Advisory Partners
Kansas
$4.1M +$349K +3,275 +9%
AIP
421
Ameritas Investment Partners
Nebraska
$4.08M -$37.8K -355 -0.9%
MLA
422
My Legacy Advisors
Oregon
$4.08M -$71.5K -671 -2%
ZF
423
Zhang Financial
Michigan
$4.02M +$268K +2,511 +7%
BWM
424
BCGM Wealth Management
Indiana
$3.99M +$704K +6,608 +21%
WIC
425
Whitegate Investment Counselors
New Hampshire
$3.97M -$172K -1,610 -4%