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iShares National Muni Bond ETF

1,507 hedge funds and large institutions have $37.2B invested in iShares National Muni Bond ETF in 2024 Q4 according to their latest regulatory filings, with 218 funds opening new positions, 649 increasing their positions, 465 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,507
Holders Change
+119
Holders Change %
+8.57%
% of All Funds
20.07%
Holding in Top 10
121
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+11.01%
% of All Funds
1.61%
New
218
Increased
649
Reduced
465
Closed
73
Calls
$74.3M
Puts
$144M
Net Calls
-$70.2M
Net Calls Change
-$78.8M
Name Holding Trade Value Shares
Change
Shares
Change %
GT
401
Greenleaf Trust
Michigan
$5.01M +$5.01M +47,063 New
SI
402
Stephens Inc
Arkansas
$5M +$55.5K +521 +1%
KC
403
Kades & Cheifetz
Pennsylvania
$4.97M +$1.18M +11,078 +31%
TPCW
404
TD Private Client Wealth
New York
$4.9M +$395K +3,709 +9%
PFS
405
Prospera Financial Services
Texas
$4.89M +$4.07M +38,167 +496%
HWM
406
Hassell Wealth Management
Louisiana
$4.86M +$1.07K +10 +0%
CFD
407
Creative Financial Designs
Indiana
$4.85M -$996K -9,351 -17%
ZF
408
Zhang Financial
Michigan
$4.83M +$486K +4,563 +11%
EP
409
Edgestream Partners
New Jersey
$4.82M -$3.2M -30,059 -40%
PPW
410
Presilium Private Wealth
Pennsylvania
$4.8M -$91.8K -862 -2%
SF
411
Synovus Financial
Georgia
$4.8M -$490K -4,598 -9%
CA
412
CV Advisors
Florida
$4.77M +$3.14M +29,439 +193%
BC
413
Brio Consultants
California
$4.73M +$1.13M +10,619 +31%
SWA
414
Stratos Wealth Advisors
Ohio
$4.73M -$28.7K -269 -0.6%
MCM
415
MAI Capital Management
Ohio
$4.72M +$4.72M +44,331 New
CWS
416
Confluence Wealth Services
Pennsylvania
$4.71M +$824K +7,772 +21%
GWM
417
Geneos Wealth Management
Colorado
$4.69M +$113K +1,063 +2%
CTB
418
Country Trust Bank
Illinois
$4.63M -$533 -5 -0%
SSA
419
Schonfeld Strategic Advisors
New York
$4.61M -$4.85M -45,560 -51%
FWM
420
FFT Wealth Management
Pennsylvania
$4.6M +$426 +4 +0%
TCM
421
TD Capital Management
Tennessee
$4.6M -$398K -3,734 -8%
AWE
422
Avidian Wealth Enterprises
Texas
$4.6M +$264K +2,474 +6%
PWM
423
Power Wealth Management
Georgia
$4.55M +$139K +1,309 +3%
PPWP
424
Premier Path Wealth Partners
New Jersey
$4.5M +$128K +1,199 +3%
PCG
425
Prosperity Consulting Group
Maryland
$4.48M +$56.8K +533 +1%