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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 %
HPFG
476
Hart & Patterson Financial Group
Massachusetts
$3.11M +$116K +1,092 +4%
LFP
477
Leeward Financial Partners
Washington
$3.1M +$102K +956 +3%
MFG
478
MidWestOne Financial Group
Iowa
$3.09M +$600K +5,630 +24%
TWM
479
Thrive Wealth Management
Pennsylvania
$3.09M +$312K +2,926 +11%
KL
480
KWMG LLC
Kansas
$3.07M +$16.6K +156 +0.5%
FIBT
481
First International Bank & Trust
North Dakota
$3.05M +$176K +1,651 +6%
SIAP
482
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$3.05M +$53.3K +500 +2%
FFA
483
First Foundation Advisors
California
$3.04M +$611K +5,739 +25%
PA
484
Procyon Advisors
Connecticut
$3M -$29.8K -280 -1%
SWIM
485
Smallwood Wealth Investment Management
New Jersey
$2.99M -$787K -7,389 -21%
JJBC
486
James J. Burns & Company
New York
$2.93M +$1.43M +13,440 +96%
IWM
487
IHT Wealth Management
Illinois
$2.93M +$646K +6,063 +28%
PP
488
Prosperity Planning
Missouri
$2.92M +$2.92M +27,389 New
MHR
489
Matthew Hamilton Rosenberg
$2.91M +$674K +6,346 +30%
PWM
490
Paulson Wealth Management
Illinois
$2.89M +$113K +1,056 +4%
AWMNH
491
Arcadia Wealth Management (New Hampshire)
New Hampshire
$2.88M +$206K +1,930 +8%
LA
492
Lifeworks Advisors
Michigan
$2.88M +$43K +404 +2%
D
493
Diversified
Delaware
$2.87M +$2.52M +23,626 +711%
William Blair & Company
494
William Blair & Company
Illinois
$2.87M -$863K -8,097 -23%
PAG
495
Paladin Advisory Group
Iowa
$2.87M +$107K +1,004 +4%
CWM
496
Cornerstone Wealth Management
Missouri
$2.86M -$228K -2,138 -7%
SP
497
SWS Partners
Ohio
$2.84M -$965K -9,061 -25%
LP
498
LGL Partners
Pennsylvania
$2.84M -$410K -3,851 -13%
AIA
499
Armor Investment Advisors
North Carolina
$2.83M +$331K +3,103 +13%
PWS
500
Physician Wealth Solutions
Nevada
$2.82M +$51.8K +486 +2%