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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 %
FCI
426
Financial Counselors Inc
Kansas
$4.46M +$860K +8,073 +24%
HIP
427
HUB Investment Partners
Texas
$4.45M -$193K -1,814 -4%
HWM
428
Hohimer Wealth Management
Washington
$4.3M +$4.3M +40,336 New
CW
429
CreativeOne Wealth
Kansas
$4.29M +$560K +5,260 +15%
FBFS
430
First Business Financial Services
Wisconsin
$4.28M +$4.28M +40,162 New
BHWM
431
Beaird Harris Wealth Management
Texas
$4.27M -$272K -2,555 -6%
OAP
432
One Advisory Partners
Kansas
$4.26M +$50.1K +470 +1%
PTC
433
Private Trust Company
Ohio
$4.26M -$430K -4,036 -9%
CPIG
434
Chicago Partners Investment Group
Illinois
$4.24M +$678K +6,392 +19%
HPFG
435
Hart & Patterson Financial Group
Massachusetts
$4.23M +$565K +5,304 +15%
AFA
436
Avant Financial Advisors
Texas
$4.16M +$4.16M +39,002 New
AIP
437
Ameritas Investment Partners
Nebraska
$4.13M +$75.7K +710 +2%
FAIM
438
Financial Advocates Investment Management
Washington
$4.11M -$127K -1,192 -3%
JIC
439
Joel Isaacson & Co
New York
$4.11M +$521K +4,892 +15%
MLA
440
My Legacy Advisors
Oregon
$4.1M +$111K +1,050 +3%
OP
441
ORG Partners
Indiana
$4.09M +$5.65K +53 +0.1%
CFP
442
Cascade Financial Partners
California
$4.09M -$527K -4,949 -11%
CAG
443
Csenge Advisory Group
Florida
$4.09M +$1.06M +9,971 +35%
MWM
444
Mission Wealth Management
California
$4.05M -$6.29K -59 -0.2%
BFS
445
Bare Financial Services
Pennsylvania
$4.05M +$838K +7,867 +26%
CFMC
446
Curbstone Financial Management Corp
New Hampshire
$4.04M +$16K +150 +0.4%
SFG
447
SevenBridge Financial Group
Pennsylvania
$4.02M -$71.9K -675 -2%
JGCM
448
Joseph Group Capital Management
Ohio
$4M -$177K -1,664 -4%
SA
449
Sovran Advisors
California
$3.95M +$3.95M +37,496 New
AIA
450
Armor Investment Advisors
North Carolina
$3.94M +$675K +6,337 +21%