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iShares National Muni Bond ETF

1,370 hedge funds and large institutions have $34.8B invested in iShares National Muni Bond ETF in 2023 Q4 according to their latest regulatory filings, with 272 funds opening new positions, 484 increasing their positions, 493 reducing their positions, and 102 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,370
Holders Change
+154
Holders Change %
+12.66%
% of All Funds
20.08%
Holding in Top 10
132
Holding in Top 10 Change
+18
Holding in Top 10 Change %
+15.79%
% of All Funds
1.93%
New
272
Increased
484
Reduced
493
Closed
102
Calls
$179M
Puts
$97.9M
Net Calls
+$80.7M
Net Calls Change
+$62M
Name Holding Trade Value Shares
Change
Shares
Change %
GRP
476
Global Retirement Partners
California
$3.29M +$809K +7,467 +33%
CWM
477
Congress Wealth Management
Massachusetts
$3.29M -$244K -2,252 -7%
IWS
478
Insight Wealth Strategies
California
$3.28M +$307K +2,828 +10%
Millennium Management
479
Millennium Management
New York
$3.28M -$1.47M -13,596 -31%
WPW
480
Watershed Private Wealth
Illinois
$3.27M -$283K -2,612 -8%
WFPG
481
Waller Financial Planning Group
Ohio
$3.27M -$189K -1,739 -5%
OAP
482
One Advisory Partners
Kansas
$3.27M -$5.58M -51,464 -63%
SHJ
483
Sharkey, Howes & Javer
Colorado
$3.25M +$1.11M +10,214 +52%
NW
484
NewEdge Wealth
Pennsylvania
$3.25M -$2.14M -19,768 -40%
FWM
485
ForthRight Wealth Management
Georgia
$3.23M +$566K +5,220 +21%
BWM
486
BCGM Wealth Management
Indiana
$3.2M -$697K -6,427 -18%
BC
487
Brio Consultants
California
$3.19M -$2.18M -20,113 -41%
SW
488
SteelPeak Wealth
California
$3.18M -$689K -6,360 -18%
RCAG
489
Rehmann Capital Advisory Group
Michigan
$3.17M +$397K +3,662 +14%
KC
490
Kades & Cheifetz
Pennsylvania
$3.15M +$443K +4,085 +16%
SIC
491
Sterling Investment Counsel
New York
$3.12M +$2.75M +25,386 +752%
SC
492
Stephenson & Company
California
$3.09M +$3.09M +28,543 New
TFG
493
Tilson Financial Group
New Jersey
$3.05M +$465K +4,287 +18%
DA
494
Detalus Advisors
Missouri
$3.05M -$1.22M -11,242 -29%
BCG
495
Breakwater Capital Group
New Jersey
$3.04M -$69.6K -647 -2%
CWM
496
Cornerstone Wealth Management
Missouri
$3.03M -$304K -2,805 -9%
SFP
497
Sterling Financial Planning
New Jersey
$3.01M +$1.08M +9,996 +56%
MWP
498
Madison Wealth Partners
Wisconsin
$3.01M -$181K -1,670 -6%
BHWM
499
Beaird Harris Wealth Management
Texas
$2.96M -$6.22M -57,332 -68%
JWS
500
Juncture Wealth Strategies
Arizona
$2.96M +$145K +1,342 +5%