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iShares National Muni Bond ETF

1,507 hedge funds and large institutions have $37.2B invested in iShares National Muni Bond ETF in 2024 Q4 according to their latest regulatory filings, with 218 funds opening new positions, 649 increasing their positions, 465 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,507
Holders Change
+119
Holders Change %
+8.57%
% of All Funds
20.07%
Holding in Top 10
121
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+11.01%
% of All Funds
1.61%
New
218
Increased
649
Reduced
465
Closed
73
Calls
$74.3M
Puts
$144M
Net Calls
-$70.2M
Net Calls Change
-$78.8M
Name Holding Trade Value Shares
Change
Shares
Change %
JBA
476
Johnson Bixby & Associates
Washington
$3.51M -$9.8K -92 -0.3%
CGL
477
Clarius Group LLC
Washington
$3.5M -$3.08M -28,895 -47%
MHR
478
Matthew Hamilton Rosenberg
$3.48M +$445K +4,179 +15%
DW
479
Durante & Waters
New York
$3.48M +$19.7K +185 +0.6%
EFH
480
Eaton Financial Holdings
Florida
$3.45M +$39.5K +371 +1%
PFA
481
Pure Financial Advisors
California
$3.44M +$56.9K +534 +2%
ERIC
482
Eagle Rock Investment Company
Georgia
$3.44M -$84.8K -796 -2%
DAS
483
Dynamic Advisor Solutions
Arizona
$3.43M -$6.45M -60,552 -65%
William Blair & Company
484
William Blair & Company
Illinois
$3.39M -$77.7K -729 -2%
PSCM
485
Per Stirling Capital Management
Texas
$3.38M -$2.2M -20,670 -39%
BEI
486
Benjamin Edwards Inc
Missouri
$3.38M -$245K -2,303 -7%
TCM
487
Tassel Capital Management
North Carolina
$3.35M +$3.35M +31,395 New
TFG
488
Tilson Financial Group
New Jersey
$3.32M -$85.9K -806 -3%
MFG
489
Mainsail Financial Group
Washington
$3.32M -$23.1K -217 -0.7%
FFP
490
FourThought Financial Partners
Florida
$3.31M +$3.31M +31,083 New
UWPG
491
Ullmann Wealth Partners Group
Florida
$3.29M +$114K +1,073 +4%
JAA
492
Joel Adams & Associates
North Carolina
$3.29M +$3.29M +30,842 New
TF
493
Theory Financial
Colorado
$3.28M +$95.6K +897 +3%
DA
494
Detalus Advisors
Missouri
$3.28M +$161K +1,508 +5%
LFP
495
Leeward Financial Partners
Washington
$3.27M +$113K +1,063 +4%
AF
496
Apollon Financial
South Carolina
$3.26M +$1.96M +18,391 +151%
GWA
497
Gutierrez Wealth Advisory
Arkansas
$3.25M +$3.25M +30,507 New
SW
498
SteelPeak Wealth
California
$3.25M +$88.2K +828 +3%
PWS
499
Physician Wealth Solutions
Nevada
$3.22M +$47.4K +445 +1%
BAAM
500
Baker Avenue Asset Management
California
$3.22M +$267K +2,502 +9%