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iShares National Muni Bond ETF

1,336 hedge funds and large institutions have $32.5B invested in iShares National Muni Bond ETF in 2024 Q2 according to their latest regulatory filings, with 106 funds opening new positions, 633 increasing their positions, 427 reducing their positions, and 116 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,336
Holders Change
-28
Holders Change %
-2.05%
% of All Funds
19.43%
Holding in Top 10
117
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-0.85%
% of All Funds
1.7%
New
106
Increased
633
Reduced
427
Closed
116
Calls
$6.12M
Puts
$187M
Net Calls
-$181M
Net Calls Change
-$130M
Name Holding Trade Value Shares
Change
Shares
Change %
IMA
451
Investment Management Associates
Colorado
$3.54M
SGCA
452
Steel Grove Capital Advisors
Tennessee
$3.51M -$3.09M -28,955 -47%
KeyBank National Association
453
KeyBank National Association
Ohio
$3.48M +$194K +1,825 +6%
WCM
454
Wunderlich Capital Managemnt
Tennessee
$3.47M +$70.5K +662 +2%
TPCW
455
TD Private Client Wealth
New York
$3.45M -$1.56M -14,642 -31%
PA
456
Parallel Advisors
California
$3.41M +$697K +6,542 +26%
PTC
457
Private Trust Company
Ohio
$3.41M +$744K +6,987 +28%
DW
458
Durante & Waters
New York
$3.39M +$507K +4,759 +18%
AG
459
Ascent Group
Virginia
$3.37M +$1.7M +15,921 +102%
SWA
460
Strategies Wealth Advisors
Michigan
$3.35M -$23.5K -221 -0.7%
BFEC
461
Benjamin F. Edwards & Company
Missouri
$3.35M -$62.3K -585 -2%
CW
462
CreativeOne Wealth
Kansas
$3.34M +$7.78K +73 +0.2%
VT
463
Vise Technologies
New York
$3.33M +$189K +1,777 +6%
JSA
464
Jacobson & Schmitt Advisors
Wisconsin
$3.31M +$460K +4,320 +16%
RCAG
465
Rehmann Capital Advisory Group
Michigan
$3.3M +$125K +1,171 +4%
GBT
466
Grove Bank & Trust
Florida
$3.25M -$500K -4,689 -13%
SW
467
SteelPeak Wealth
California
$3.24M -$278K -2,612 -8%
UWPG
468
Ullmann Wealth Partners Group
Florida
$3.22M +$548K +5,145 +21%
CWS
469
Confluence Wealth Services
Pennsylvania
$3.19M +$608K +5,703 +24%
PFA
470
Pure Financial Advisors
California
$3.18M -$838K -7,865 -21%
TF
471
Theory Financial
Colorado
$3.16M +$1.05M +9,815 +49%
BC
472
Brio Consultants
California
$3.16M +$64.7K +607 +2%
FAT
473
First American Trust
California
$3.13M +$183K +1,722 +6%
CGFA
474
Colton Groome Financial Advisors
North Carolina
$3.13M -$368K -3,450 -11%
TFA
475
Transamerica Financial Advisors
Florida
$3.13M