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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.

Holders
1,201
Holders Change
-1
Holders Change %
-0.08%
% of All Funds
19.23%
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 Market Value Shares Shares
Change
Shares
Change %
S
26
SignatureFD
Georgia
$130M 1,210,981 -60,364 -5%
Royal Bank of Canada
27
Royal Bank of Canada
Ontario, Canada
$129M 1,195,165 -347,185 -23%
MML Investors Services
28
MML Investors Services
Massachusetts
$127M 1,181,503 -61,529 -5%
UCFA
29
United Capital Financial Advisors
Texas
$124M 1,149,879 +132,876 +13%
SFA
30
Sequoia Financial Advisors
Ohio
$122M 1,129,498 +361,437 +47%
CIA
31
Choate Investment Advisors
Massachusetts
$118M 1,098,124 +892,145 +433%
Ameriprise
32
Ameriprise
Minnesota
$115M 1,065,168 +22,880 +2%
CCWA
33
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$110M 1,025,488 +116,630 +13%
BlackRock
34
BlackRock
New York
$106M 979,787 -872,815 -47%
OFG
35
Oxford Financial Group
Indiana
$104M 963,167 -21,006 -2%
FWI
36
Facet Wealth Inc
Maryland
$102M 943,623 +38,502 +4%
Jones Financial Companies
37
Jones Financial Companies
Missouri
$98.9M 918,079 -33,427 -4%
HighTower Advisors
38
HighTower Advisors
Illinois
$95.1M 882,395 +60,577 +7%
ACA
39
Ackerman Capital Advisors
Texas
$93.7M 869,280 -1,683 -0.2%
FG
40
Foster Group
Iowa
$93.1M 864,052 +46,212 +6%
Citigroup
41
Citigroup
New York
$91.1M 845,510 +16,487 +2%
Truist Financial
42
Truist Financial
North Carolina
$89M 825,715 -129,012 -14%
PAS
43
Park Avenue Securities
New York
$88.3M 819,189 +114,365 +16%
State of Wisconsin Investment Board
44
State of Wisconsin Investment Board
Wisconsin
$87.6M 812,900 -137,100 -14%
Cetera Investment Advisers
45
Cetera Investment Advisers
Illinois
$87.5M 812,504 -27,482 -3%
EI
46
Ellevest Inc
New York
$82.7M 767,716 +22,916 +3%
Corient Private Wealth
47
Corient Private Wealth
Florida
$79.9M 741,173 -115,018 -13%
RJFSA
48
Raymond James Financial Services Advisors
Florida
$68.1M 631,753 -134,565 -18%
OCM
49
One Capital Management
California
$66.7M 619,545 +297,511 +92%
AC
50
Allstate Corporation
Illinois
$66.6M 617,786 +14,023 +2%