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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
20.06%
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 %
STFP
501
Signal Tree Financial Partners
Ohio
$3.2M +$3.2M +30,071 New
TWM
502
Thrive Wealth Management
Pennsylvania
$3.2M +$112K +1,050 +4%
TFA
503
Tobias Financial Advisors
Florida
$3.19M -$281K -2,636 -8%
MFG
504
MidWestOne Financial Group
Iowa
$3.18M -$256K -2,400 -7%
KeyBank National Association
505
KeyBank National Association
Ohio
$3.14M -$535K -5,018 -15%
AWA
506
Aletheian Wealth Advisors
Washington
$3.12M +$763K +7,161 +32%
PAMG
507
Patton Albertson Miller Group
Tennessee
$3.05M -$546K -5,129 -15%
CWM
508
Congress Wealth Management
Massachusetts
$3.04M +$358K +3,364 +13%
LP
509
LGL Partners
Pennsylvania
$3.03M +$140K +1,312 +5%
PAG
510
Paladin Advisory Group
Iowa
$3.02M +$80.7K +757 +3%
WIM
511
Westside Investment Management
California
$3.02M +$577K +5,417 +24%
VCP
512
Verus Capital Partners
Arizona
$3.02M -$213 -2 -0%
PP
513
Prosperity Planning
Missouri
$2.97M -$2.99M
QCM
514
Quantinno Capital Management
New York
$2.96M +$41K +385 +1%
CA
515
Clune & Associates
Illinois
$2.96M +$2.96M +27,792 New
CGFA
516
Colton Groome Financial Advisors
North Carolina
$2.92M +$72.5K +680 +3%
IWM
517
IHT Wealth Management
Illinois
$2.91M -$709K -6,651 -20%
AWMNH
518
Arcadia Wealth Management (New Hampshire)
New Hampshire
$2.9M +$13.5K +127 +0.5%
WLIM
519
White Lighthouse Investment Management
Massachusetts
$2.89M +$124K +1,160 +4%
BMWS
520
Brady Martz Wealth Solutions
North Dakota
$2.89M +$2.89M +27,422 New
CG
521
Clifford Group
Massachusetts
$2.89M -$1.05M -9,874 -27%
CWM
522
Cornerstone Wealth Management
Missouri
$2.88M +$21.2K +199 +0.7%
PWM
523
Paulson Wealth Management
Illinois
$2.86M -$173K -1,625 -6%
SA
524
Sincerus Advisory
New York
$2.85M +$2.85M +26,788 New
WA
525
Wealth Alliance
New York
$2.85M -$2.84M -26,688 -50%