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iShares National Muni Bond ETF

1,202 hedge funds and large institutions have $28.1B invested in iShares National Muni Bond ETF in 2022 Q4 according to their latest regulatory filings, with 222 funds opening new positions, 472 increasing their positions, 408 reducing their positions, and 124 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,202
Holders Change
+76
Holders Change %
+6.75%
% of All Funds
19.39%
Holding in Top 10
124
Holding in Top 10 Change
+28
Holding in Top 10 Change %
+29.17%
% of All Funds
2%
New
222
Increased
472
Reduced
408
Closed
124
Calls
$8.71M
Puts
$11.7M
Net Calls
-$3.02M
Net Calls Change
+$20.8M
Name Holding Trade Value Shares
Change
Shares
Change %
SFG
501
Sunburst Financial Group
Alabama
$2.45M +$1.81M +17,183 +284%
KC
502
Kades & Cheifetz
Pennsylvania
$2.43M +$2.43M +23,043 New
MFG
503
Merit Financial Group
Georgia
$2.43M -$407K -3,855 -14%
CFA
504
Capstone Financial Advisors
Illinois
$2.42M +$305K +2,888 +14%
Kovitz Investment Group Partners
505
Kovitz Investment Group Partners
Illinois
$2.41M +$1.6M +15,143 +196%
EA
506
Eclectic Associates
California
$2.4M +$2.4M +22,752 New
GSIAS
507
Garden State Investment Advisory Services
New Jersey
$2.39M +$2.39M +22,695 New
CWP
508
Concord Wealth Partners
Virginia
$2.39M -$167K -1,587 -7%
DAS
509
Dynamic Advisor Solutions
Arizona
$2.37M +$582K +5,518 +33%
JWCA
510
J.W. Cole Advisors
Florida
$2.34M +$155K +1,466 +7%
KL
511
KWMG LLC
Kansas
$2.33M +$89.3K +846 +4%
CIBC Private Wealth Group
512
CIBC Private Wealth Group
Georgia
$2.32M -$437K -5,683 -16%
WW
513
Westshore Wealth
California
$2.28M +$2.28M +21,605 New
CIA
514
Capital Investment Advisors
Georgia
$2.27M -$67.6K -641 -3%
GC
515
Guggenheim Capital
Illinois
$2.25M -$954K -9,044 -30%
CWM
516
Congress Wealth Management
Massachusetts
$2.22M -$6.28M -59,478 -74%
IWMA
517
Ironwood Wealth Management (Arizona)
Arizona
$2.21M +$847K +8,030 +62%
OSAM
518
O'Shaughnessy Asset Management
Connecticut
$2.21M +$2.21M +20,964 +2,096,400%
FFA
519
Farther Finance Advisors
California
$2.2M +$2.2M +20,811 New
VT
520
Vise Technologies
New York
$2.19M -$244K -2,317 -10%
PTC
521
Philadelphia Trust Company
Pennsylvania
$2.17M
PWMG
522
Provence Wealth Management Group
California
$2.16M +$2.16M +20,505 New
WA
523
Wealthstar Advisors
Texas
$2.14M
HSA
524
HBK Sorce Advisory
Pennsylvania
$2.13M +$685K +6,494 +47%
AFP
525
Ausdal Financial Partners
Iowa
$2.13M -$737K -6,983 -26%