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iShares National Muni Bond ETF

1,364 hedge funds and large institutions have $32.7B invested in iShares National Muni Bond ETF in 2024 Q1 according to their latest regulatory filings, with 111 funds opening new positions, 599 increasing their positions, 458 reducing their positions, and 95 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,364
Holders Change
-6
Holders Change %
-0.44%
% of All Funds
19.78%
Holding in Top 10
118
Holding in Top 10 Change
-14
Holding in Top 10 Change %
-10.61%
% of All Funds
1.71%
New
111
Increased
599
Reduced
458
Closed
95
Calls
$186M
Puts
$237M
Net Calls
-$51M
Net Calls Change
-$132M
Name Holding Trade Value Shares
Change
Shares
Change %
UBS Group
26
UBS Group
Switzerland
$288M -$15.1M -139,888 -5%
Commonwealth Equity Services
27
Commonwealth Equity Services
Massachusetts
$267M +$5.53M +51,410 +2%
AssetMark Inc
28
AssetMark Inc
California
$232M +$13.2M +122,609 +6%
Goldman Sachs
29
Goldman Sachs
New York
$199M -$94.3M -876,713 -32%
Mariner
30
Mariner
Kansas
$166M +$17.5M +162,277 +12%
MML Investors Services
31
MML Investors Services
Massachusetts
$163M +$1.86M +17,273 +1%
Cetera Investment Advisers
32
Cetera Investment Advisers
Illinois
$161M +$89.6M +832,342 +126%
HighTower Advisors
33
HighTower Advisors
Illinois
$155M +$8.59M +79,821 +6%
CIA
34
Choate Investment Advisors
Massachusetts
$154M +$21.6M +201,000 +16%
Ameriprise
35
Ameriprise
Minnesota
$148M +$1.9M +17,653 +1%
S
36
SignatureFD
Georgia
$147M +$2.11M +19,612 +1%
CCWA
37
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$120M +$3.02M +28,027 +3%
SFA
38
Sequoia Financial Advisors
Ohio
$114M +$2.24M +20,780 +2%
Truist Financial
39
Truist Financial
North Carolina
$109M -$9.63M -89,462 -8%
Jones Financial Companies
40
Jones Financial Companies
Missouri
$106M +$1.47M +13,697 +1%
AAS
41
Avantax Advisory Services
Texas
$104M +$12M +111,465 +13%
OFG
42
Oxford Financial Group
Indiana
$103M -$1.92M -17,855 -2%
EWA
43
EP Wealth Advisors
California
$102M -$10.2M -94,615 -9%
PAS
44
Park Avenue Securities
New York
$102M +$1.94M +17,997 +2%
OCM
45
One Capital Management
California
$99.2M +$12.6M +117,315 +15%
Royal Bank of Canada
46
Royal Bank of Canada
Ontario, Canada
$96.2M -$28.5M -264,744 -23%
CAPTRUST Financial Advisors
47
CAPTRUST Financial Advisors
North Carolina
$95.8M +$21.5M +199,493 +29%
EI
48
Ellevest Inc
New York
$94.9M +$4.62M +42,963 +5%
Citigroup
49
Citigroup
New York
$93.7M -$10.6M -98,860 -10%
Corient Private Wealth
50
Corient Private Wealth
Florida
$86.8M -$1.76M -16,327 -2%