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iShares National Muni Bond ETF

1,388 hedge funds and large institutions have $34.6B invested in iShares National Muni Bond ETF in 2024 Q3 according to their latest regulatory filings, with 124 funds opening new positions, 645 increasing their positions, 427 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,388
Holders Change
+52
Holders Change %
+3.89%
% of All Funds
20.08%
Holding in Top 10
109
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-6.84%
% of All Funds
1.58%
New
124
Increased
645
Reduced
427
Closed
58
Calls
$55M
Puts
$46.3M
Net Calls
+$8.65M
Net Calls Change
+$189M
Name Holding Trade Value Shares
Change
Shares
Change %
FAIM
426
Financial Advocates Investment Management
Washington
$4.32M +$18.5K +170 +0.4%
OAP
427
One Advisory Partners
Kansas
$4.29M +$110K +1,013 +3%
JGCM
428
Joseph Group Capital Management
Ohio
$4.26M -$133K -1,228 -3%
IWS
429
Insight Wealth Strategies
California
$4.2M +$429K +3,948 +11%
OP
430
ORG Partners
Indiana
$4.17M -$1.55M -14,291 -27%
GFS
431
GYL Financial Synergies
Connecticut
$4.17M +$225K +2,068 +6%
MWM
432
Mission Wealth Management
California
$4.13M +$216K +1,987 +6%
AIP
433
Ameritas Investment Partners
Nebraska
$4.13M -$34.9K -321 -0.8%
SFG
434
SevenBridge Financial Group
Pennsylvania
$4.12M -$79.3K -739 -2%
CFMC
435
Curbstone Financial Management Corp
New Hampshire
$4.1M -$1.09M -10,050 -21%
MLA
436
My Legacy Advisors
Oregon
$4.1M -$62.9K -579 -2%
WIC
437
Whitegate Investment Counselors
New Hampshire
$4.05M
CAWM
438
Capital Advisors Wealth Management
Washington
$4.05M +$177K +1,625 +5%
AF
439
Advisornet Financial
Minnesota
$4.05M +$1.72M +15,878 +74%
CG
440
Clifford Group
Massachusetts
$4.01M -$296K -2,722 -7%
BFG
441
Bleakley Financial Group
New Jersey
$3.99M -$222K -2,040 -5%
CWS
442
Confluence Wealth Services
Pennsylvania
$3.98M +$725K +6,672 +22%
EB
443
Exchange Bank
California
$3.88M -$316K -2,905 -8%
KC
444
Kades & Cheifetz
Pennsylvania
$3.86M +$205K +1,887 +6%
LA
445
Lifeworks Advisors
Michigan
$3.86M +$926K +8,520 +32%
SAI
446
Savvy Advisors Inc
New York
$3.86M +$1.77M +16,295 +85%
PA
447
Parallel Advisors
California
$3.86M +$377K +3,470 +11%
LPP
448
Life Planning Partners
Florida
$3.85M +$43.6K +401 +1%
FAT
449
First American Trust
California
$3.84M +$651K +5,997 +20%
CW
450
CreativeOne Wealth
Kansas
$3.8M +$398K +3,660 +12%