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iShares National Muni Bond ETF

1,213 hedge funds and large institutions have $27.5B invested in iShares National Muni Bond ETF in 2023 Q2 according to their latest regulatory filings, with 92 funds opening new positions, 518 increasing their positions, 431 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,213
Holders Change
+12
Holders Change %
+1%
% of All Funds
19.13%
Holding in Top 10
101
Holding in Top 10 Change
-17
Holding in Top 10 Change %
-14.41%
% of All Funds
1.59%
New
92
Increased
518
Reduced
431
Closed
69
Calls
$1.35M
Puts
$3.17M
Net Calls
-$1.83M
Net Calls Change
-$1.33M
Name Holding Trade Value Shares
Change
Shares
Change %
GFWA
426
Grey Fox Wealth Advisors
Delaware
$3.31M +$280K +2,622 +9%
ACP
427
Aveo Capital Partners
Colorado
$3.31M -$3.62M -33,957 -52%
WPW
428
Watershed Private Wealth
Illinois
$3.3M -$37.5K -351 -1%
ERIC
429
Eagle Rock Investment Company
Georgia
$3.24M -$107K -1,000 -3%
PGFC
430
Peapack-Gladstone Financial Corp
New Jersey
$3.23M +$947K +8,869 +41%
LPAM
431
Lodestar Private Asset Management
California
$3.23M +$291K +2,727 +10%
MWP
432
Madison Wealth Partners
Wisconsin
$3.23M +$124K +1,160 +4%
AF
433
Apexium Financial
Texas
$3.22M +$854 +8 +0%
SWA
434
Strategies Wealth Advisors
Michigan
$3.21M -$133K -1,249 -4%
RA
435
Regis Acquisition
Colorado
$3.17M +$1.39M +12,996 +78%
SS
436
Simplicity Solutions
Minnesota
$3.16M +$2.1M +19,663 +198%
CWM
437
Cornerstone Wealth Management
Missouri
$3.13M +$360K +3,372 +13%
MGIA
438
Moneta Group Investment Advisors
Missouri
$3.12M -$494K -4,628 -14%
KeyBank National Association
439
KeyBank National Association
Ohio
$3.09M -$329K -3,082 -10%
WIC
440
Whitegate Investment Counselors
New Hampshire
$3.09M +$133K +1,250 +5%
FANJ
441
Financial Architects (New Jersey)
New Jersey
$3.09M +$192K +1,798 +7%
UBV
442
United Bank (Virginia)
Virginia
$3.09M -$214K -2,003 -6%
AF
443
Advisornet Financial
Minnesota
$3.08M -$110K -1,030 -3%
4WM
444
4J Wealth Management
Virginia
$3.04M -$196K -1,836 -6%
PTC
445
Private Trust Company
Ohio
$3.02M +$2.17M +20,306 +254%
WJA
446
Willis Johnson & Associates
Texas
$3.01M +$1.07M +9,991 +55%
SB
447
Strategic Blueprint
Georgia
$3M +$575K +5,389 +24%
MPM
448
Meritage Portfolio Management
Kansas
$2.99M -$172K -1,611 -5%
AFG
449
AFS Financial Group
Maryland
$2.99M +$37.7K +353 +1%
SF
450
Summit Financial
New Jersey
$2.99M +$1.14M +10,662 +61%