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iShares National Muni Bond ETF

1,202 hedge funds and large institutions have $28.1B invested in iShares National Muni Bond ETF in 2022 Q4 according to their latest regulatory filings, with 222 funds opening new positions, 472 increasing their positions, 408 reducing their positions, and 124 closing their positions.

Holders
1,202
Holders Change
+76
Holders Change %
+6.75%
% of All Funds
19.4%
Holding in Top 10
124
Holding in Top 10 Change
+28
Holding in Top 10 Change %
+29.17%
% of All Funds
2%
New
222
Increased
472
Reduced
408
Closed
124
Calls
$8.71M
Puts
$11.7M
Net Calls
-$3.02M
Net Calls Change
+$20.8M
Name Market Value Shares Shares
Change
Shares
Change %
Goldman Sachs
26
Goldman Sachs
New York
$147M 1,390,630 +121,783 +10%
S
27
SignatureFD
Georgia
$134M 1,271,345 +780,256 +159%
Mariner
28
Mariner
Kansas
$132M 1,251,832 +332,311 +36%
MML Investors Services
29
MML Investors Services
Massachusetts
$131M 1,243,032 +91,087 +8%
Natixis Advisors
30
Natixis Advisors
Massachusetts
$120M 1,135,766 +569,527 +101%
Ameriprise
31
Ameriprise
Minnesota
$110M 1,042,288 +36,229 +4%
UCFA
32
United Capital Financial Advisors
Texas
$107M 1,017,003 -76,949 -7%
OFG
33
Oxford Financial Group
Indiana
$104M 984,173 +932,923 +1,820%
Truist Financial
34
Truist Financial
North Carolina
$101M 954,727 +292,928 +44%
Jones Financial Companies
35
Jones Financial Companies
Missouri
$100M 951,506 +303,563 +47%
State of Wisconsin Investment Board
36
State of Wisconsin Investment Board
Wisconsin
$100M 950,000
FWI
37
Facet Wealth Inc
Maryland
$97M 905,121 +93,736 +12%
CCWA
38
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$95.9M 908,858 +908,858 New
ACA
39
Ackerman Capital Advisors
Texas
$91.9M 870,963 +870,963 New
Corient Private Wealth
40
Corient Private Wealth
Florida
$90.3M 856,191 +856,191 New
Cetera Investment Advisers
41
Cetera Investment Advisers
Illinois
$88.6M 839,986 +353,775 +73%
Citigroup
42
Citigroup
New York
$87.5M 829,023 -237,582 -22%
HighTower Advisors
43
HighTower Advisors
Illinois
$86.7M 821,818 +326,722 +66%
FG
44
Foster Group
Iowa
$86.3M 817,840 -72,172 -8%
SFA
45
Sequoia Financial Advisors
Ohio
$81M 768,061 -338,341 -31%
RJFSA
46
Raymond James Financial Services Advisors
Florida
$80.9M 766,318 +192,712 +34%
EI
47
Ellevest Inc
New York
$78.6M 744,800 +16,639 +2%
PAS
48
Park Avenue Securities
New York
$74.4M 704,824 +55,662 +9%
EWA
49
EP Wealth Advisors
California
$72.9M 690,603 +354,781 +106%
Bessemer Group
50
Bessemer Group
New Jersey
$70.8M 670,851 +512,232 +323%