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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 %
FAT
526
First American Trust
California
$2.11M +$52K +493 +3%
JFG
527
Jefferies Financial Group
New York
$2.11M +$2.11M +20,000 New
USAA
528
United Services Automobile Association
Texas
$2.1M -$251K -2,380 -11%
DIA
529
Dean Investment Associates
Ohio
$2.09M -$14.8K -140 -0.7%
BAM
530
Belpointe Asset Management
Nevada
$2.09M +$971K +9,205 +87%
BMCM
531
Bryn Mawr Capital Management
Pennsylvania
$2.08M +$1.56M +14,766 +300%
NGA
532
Naples Global Advisors
Florida
$2.07M +$142K +1,345 +7%
CGL
533
Clarius Group LLC
Washington
$2.07M +$1.79M +16,973 +646%
NL
534
NWAM LLC
Washington
$2.06M +$660K +6,251 +47%
RMC
535
Regis Management Company
California
$2.05M -$321K -3,045 -14%
GRP
536
Global Retirement Partners
California
$2.05M -$1.56M -14,742 -43%
VNA
537
Valley National Advisers
Pennsylvania
$2.04M -$1.28M -11,903 -38%
PIA
538
Powell Investment Advisors
Florida
$2.03M +$15.9K +151 +0.8%
SB
539
Strategic Blueprint
Georgia
$2.02M +$995K +9,432 +97%
LWAC
540
Laurel Wealth Advisors (California)
California
$2.02M
JIC
541
Joel Isaacson & Co
New York
$2.01M +$2.01M +19,072 New
NEGWA
542
New England Guild Wealth Advisors
Connecticut
$2.01M +$788K +7,468 +65%
PGFC
543
Peapack-Gladstone Financial Corp
New Jersey
$2M -$6.44K -61 -0.3%
FS
544
Ferguson Shapiro
Georgia
$1.98M +$87.2K +826 +5%
CW
545
CreativeOne Wealth
Kansas
$1.98M -$37.1K -352 -2%
BFA
546
Beaumont Financial Advisors
Massachusetts
$1.96M +$61.2K +580 +3%
CAG
547
Csenge Advisory Group
Florida
$1.95M +$930K +8,814 +91%
AAG
548
Armstrong Advisory Group
Massachusetts
$1.95M +$1.95M +18,460 New
IWM
549
IHT Wealth Management
Illinois
$1.94M -$351K -3,326 -15%
JWS
550
Juncture Wealth Strategies
Arizona
$1.93M +$823K +7,800 +75%