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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
19.77%
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 %
PWM
501
Paulson Wealth Management
Illinois
$2.81M -$120K -1,113 -4%
TWM
502
Thrive Wealth Management
Pennsylvania
$2.8M -$5.28M -49,111 -65%
PWS
503
Physician Wealth Solutions
Nevada
$2.8M +$56.1K +521 +2%
PAG
504
Paladin Advisory Group
Iowa
$2.78M +$54.5K +509 +2%
JWS
505
Juncture Wealth Strategies
Arizona
$2.76M -$177K -1,648 -6%
PA
506
Parallel Advisors
California
$2.74M +$724K +6,724 +36%
FAM
507
Forte Asset Management
New York
$2.73M +$315K +2,930 +13%
CPCP
508
Cedar Point Capital Partners
Iowa
$2.71M +$107K +996 +4%
AWMNH
509
Arcadia Wealth Management (New Hampshire)
New Hampshire
$2.7M +$61.7K +573 +2%
UWPG
510
Ullmann Wealth Partners Group
Florida
$2.7M +$25.2K +234 +0.9%
PTC
511
Private Trust Company
Ohio
$2.69M +$98.3K +914 +4%
SF
512
Symphony Financial
Texas
$2.67M -$235K -2,187 -8%
FAIM
513
Financial Advocates Investment Management
Washington
$2.63M -$689K -6,606 -21%
CWS
514
Confluence Wealth Services
Pennsylvania
$2.61M +$1.58M +14,654 +153%
AWM
515
Accurate Wealth Management
Florida
$2.6M +$1.6K +15 +0.1%
FCC
516
Florin Court Capital
United Kingdom
$2.59M +$516K +4,800 +25%
CCM
517
Cambridge Capital Management
Illinois
$2.58M +$46.1K +428 +2%
SIG
518
Spinnaker Investment Group
California
$2.58M +$828K +7,698 +47%
CWM
519
Calamos Wealth Management
Illinois
$2.57M -$11.6M -107,999 -82%
VCP
520
Verus Capital Partners
Arizona
$2.53M +$626K +5,822 +33%
AIA
521
Armor Investment Advisors
North Carolina
$2.52M +$170K +1,577 +7%
MFG
522
MidWestOne Financial Group
Iowa
$2.52M -$1.43M -13,283 -36%
PCG
523
Prosperity Consulting Group
Maryland
$2.5M +$2.5M +23,279 New
Millennium Management
524
Millennium Management
New York
$2.5M -$748K -6,952 -23%
CAG
525
Csenge Advisory Group
Florida
$2.5M -$77.3K -718 -3%