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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 %
William Blair & Company
426
William Blair & Company
Illinois
$3.77M +$905K +8,414 +32%
ERIC
427
Eagle Rock Investment Company
Georgia
$3.75M +$23.1K +215 +0.6%
AC
428
AIFG Consultants
New York
$3.74M +$63.8K +593 +2%
HI
429
Harper Investing
California
$3.73M +$3.22M +29,939 +630%
TFA
430
Tobias Financial Advisors
Florida
$3.73M +$28.1K +261 +0.8%
CST
431
Charles Schwab Trust
Nevada
$3.72M -$374K -3,472 -9%
NGA
432
Naples Global Advisors
Florida
$3.72M +$241K +2,240 +7%
RVPG
433
Relative Value Partners Group
$3.69M -$3.15K -29 -0.1%
LBC
434
Lowe Brockenbrough & Co
Virginia
$3.68M +$3.87K +36 +0.1%
CAWM
435
Capital Advisors Wealth Management
Washington
$3.68M -$207K -1,924 -5%
JIC
436
Joel Isaacson & Co
New York
$3.67M +$1.56M +14,522 +74%
PAMG
437
Patton Albertson Miller Group
Tennessee
$3.65M +$78.5K +730 +2%
PS
438
Principal Securities
Iowa
$3.64M +$146K +1,359 +4%
MMA
439
Miracle Mile Advisors
California
$3.62M -$112K -1,044 -3%
W
440
WealthCollab
Washington
$3.6M +$269K +2,496 +8%
SFS
441
Sowell Financial Services
Arkansas
$3.59M -$37.7K -350 -1%
WTC
442
WhitTier Trust Company
Nevada
$3.59M
IMA
443
Investment Management Associates
Colorado
$3.57M -$229K -2,126 -6%
SW
444
SteelPeak Wealth
California
$3.56M +$401K +3,726 +13%
PIFP
445
Partners in Financial Planning
Virginia
$3.55M -$11K -102 -0.3%
SF
446
Summit Financial
New Jersey
$3.54M +$636K +5,912 +22%
CGFA
447
Colton Groome Financial Advisors
North Carolina
$3.53M +$929K +8,635 +36%
SSWM
448
Sheets Smith Wealth Management
North Carolina
$3.53M -$886K -8,230 -20%
HWAM
449
Hennion & Walsh Asset Management
New Jersey
$3.51M -$703K -6,535 -17%
BFEC
450
Benjamin F. Edwards & Company
Missouri
$3.44M +$1.5M +13,905 +77%