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iShares National Muni Bond ETF

1,202 hedge funds and large institutions have $28.1B invested in iShares National Muni Bond ETF in 2022 Q4 according to their latest regulatory filings, with 222 funds opening new positions, 472 increasing their positions, 408 reducing their positions, and 124 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,202
Holders Change
+76
Holders Change %
+6.75%
% of All Funds
19.39%
Holding in Top 10
124
Holding in Top 10 Change
+28
Holding in Top 10 Change %
+29.17%
% of All Funds
2%
New
222
Increased
472
Reduced
408
Closed
124
Calls
$8.71M
Puts
$11.7M
Net Calls
-$3.02M
Net Calls Change
+$20.8M
Name Holding Trade Value Shares
Change
Shares
Change %
JIR
426
James Investment Research
Ohio
$3.35M -$261K -2,475 -7%
CPIG
427
Chicago Partners Investment Group
Illinois
$3.31M +$3M +27,976 +985%
KeyBank National Association
428
KeyBank National Association
Ohio
$3.31M -$49.5K -469 -1%
MFWM
429
Motley Fool Wealth Management
Virginia
$3.28M +$3.28M +31,124 New
MWM
430
McNaughton Wealth Management
California
$3.26M -$218K -2,070 -6%
BCG
431
Breakwater Capital Group
New Jersey
$3.25M +$3.25M +30,754 New
NA
432
NewEdge Advisors
Louisiana
$3.24M +$53.9K +605 +2%
CG
433
Clifford Group
Massachusetts
$3.23M +$3.23M +30,655 New
4WM
434
4J Wealth Management
Virginia
$3.23M +$1.68M +15,960 +109%
FT
435
Fiduciary Trust
Massachusetts
$3.23M -$4.86M -46,019 -60%
AWE
436
Avidian Wealth Enterprises
Texas
$3.21M +$1.56M +14,743 +94%
GWM
437
Grand Wealth Management
Michigan
$3.18M -$500K -4,741 -14%
WPW
438
Watershed Private Wealth
Illinois
$3.15M +$3.15M +29,805 New
AWA
439
Aletheian Wealth Advisors
Washington
$3.14M -$28.9K -274 -0.9%
MPM
440
Meritage Portfolio Management
Kansas
$3.12M +$183K +1,738 +6%
RJT
441
Raymond James Trust
Florida
$3.11M +$609K +5,770 +24%
GWSA
442
Global Wealth Strategies & Associates
Colorado
$3.11M +$3.11M +29,462 New
JBA
443
Johnson Bixby & Associates
Washington
$3.1M +$536K +5,076 +21%
SFG
444
Sowa Financial Group
Rhode Island
$3.08M +$45.9K +435 +2%
ONB
445
Old National Bancorp
Indiana
$3.08M -$3.22M -30,547 -51%
JSA
446
Jacobson & Schmitt Advisors
Wisconsin
$3.07M
WIA
447
World Investment Advisors
California
$3.06M -$188K -1,781 -6%
FFN
448
Focus Financial Network
Minnesota
$3.05M +$869K +8,237 +40%
SFP
449
Sterling Financial Planning
New Jersey
$3.04M +$3.04M +28,785 New
AFG
450
AFS Financial Group
Maryland
$3.03M +$3.03M +28,699 New