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iShares National Muni Bond ETF

1,201 hedge funds and large institutions have $26.7B invested in iShares National Muni Bond ETF in 2023 Q1 according to their latest regulatory filings, with 111 funds opening new positions, 519 increasing their positions, 424 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,201
Holders Change
-1
Holders Change %
-0.08%
% of All Funds
19.22%
Holding in Top 10
118
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-4.84%
% of All Funds
1.89%
New
111
Increased
519
Reduced
424
Closed
82
Calls
$1.94M
Puts
$2.44M
Net Calls
-$497K
Net Calls Change
+$2.52M
Name Holding Trade Value Shares
Change
Shares
Change %
CWM
451
Cornerstone Wealth Management
Missouri
$2.8M +$2.8M +25,946 New
Northern Trust
452
Northern Trust
Illinois
$2.78M -$1.92M -17,804 -41%
PP
453
Prosperity Planning
Missouri
$2.78M -$2.7M
SHJ
454
Sharkey, Howes & Javer
Colorado
$2.78M -$2.57M -23,885 -48%
PB
455
Pinnacle Bancorp
Nebraska
$2.75M -$47.6K -442 -2%
PWMG
456
Provence Wealth Management Group
California
$2.74M +$535K +4,965 +24%
Millennium Management
457
Millennium Management
New York
$2.74M +$778K +7,224 +40%
MIA
458
MainStreet Investment Advisors
Illinois
$2.72M -$832K -7,725 -23%
PCIA
459
Prime Capital Investment Advisors
Kansas
$2.7M -$1.32M -12,294 -33%
SIA
460
Schechter Investment Advisors
Michigan
$2.69M -$22.3M -207,331 -89%
HIP
461
HUB Investment Partners
Texas
$2.68M +$2.68M +24,892 New
GSIAS
462
Garden State Investment Advisory Services
New Jersey
$2.68M +$236K +2,193 +10%
HI
463
Harper Investing
California
$2.67M -$5.05M -46,870 -65%
PWM
464
Paulson Wealth Management
Illinois
$2.66M +$107K +989 +4%
BWP
465
BSW Wealth Partners
Colorado
$2.66M -$129K -1,201 -5%
JWCA
466
J.W. Cole Advisors
Florida
$2.66M +$265K +2,464 +11%
EWMCB
467
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$2.65M +$85.2K +791 +3%
KPWS
468
Kestra Private Wealth Services
Texas
$2.64M +$1.8M +16,671 +212%
EWA
469
Etesian Wealth Advisors
Oregon
$2.63M -$813K -7,544 -24%
WAL
470
W Advisors LLC
Tennessee
$2.63M -$52.3K -485 -2%
TCM
471
Twele Capital Management
Minnesota
$2.62M -$57.1K -530 -2%
TCM
472
Traynor Capital Management
Pennsylvania
$2.62M -$323K -2,995 -11%
FNBOSM
473
First National Bank of South Miami
Florida
$2.62M
BCP
474
Blue Chip Partners
Michigan
$2.6M -$340K -3,159 -12%
SYBT
475
Stock Yards Bank & Trust
Kentucky
$2.58M -$918K -8,522 -26%