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iShares National Muni Bond ETF

1,213 hedge funds and large institutions have $27.5B invested in iShares National Muni Bond ETF in 2023 Q2 according to their latest regulatory filings, with 92 funds opening new positions, 518 increasing their positions, 431 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,213
Holders Change
+12
Holders Change %
+1%
% of All Funds
19.13%
Holding in Top 10
101
Holding in Top 10 Change
-17
Holding in Top 10 Change %
-14.41%
% of All Funds
1.59%
New
92
Increased
518
Reduced
431
Closed
69
Calls
$1.35M
Puts
$3.17M
Net Calls
-$1.83M
Net Calls Change
-$1.33M
Name Holding Trade Value Shares
Change
Shares
Change %
CIA
526
Capital Investment Advisors
Georgia
$2.09M -$58.4K -547 -3%
JIC
527
Joel Isaacson & Co
New York
$2.06M +$12.6K +118 +0.6%
SFG
528
Sunburst Financial Group
Alabama
$2.05M -$383K -3,588 -16%
WIM
529
Westside Investment Management
California
$2.03M +$89.7K +840 +5%
DIA
530
Dean Investment Associates
Ohio
$2.03M -$115K -1,073 -5%
AI
531
AXS Investments
New York
$2.03M +$2.03M +19,000 New
MCA
532
MSH Capital Advisors
Arizona
$2.02M +$166K +1,557 +9%
CWA
533
Consilio Wealth Advisors
Washington
$1.97M -$19.3K -181 -1%
BAAM
534
Baker Avenue Asset Management
California
$1.97M -$9.29K -87 -0.5%
CWP
535
Concord Wealth Partners
Virginia
$1.96M +$105K +988 +6%
ONB
536
Old National Bancorp
Indiana
$1.94M -$873K -8,176 -31%
PA
537
Procyon Advisors
Connecticut
$1.93M +$151K +1,416 +8%
RIM
538
Rockbridge Investment Management
New York
$1.92M -$17.5K -164 -0.9%
USAA
539
United Services Automobile Association
Texas
$1.92M -$107K -999 -5%
FIBT
540
First International Bank & Trust
North Dakota
$1.92M +$147K +1,381 +8%
WLIM
541
White Lighthouse Investment Management
Massachusetts
$1.92M
PA
542
Parallel Advisors
California
$1.92M -$11.1K -104 -0.6%
BFA
543
Beaumont Financial Advisors
Massachusetts
$1.91M -$50.9K -477 -3%
SFP
544
Sterling Financial Planning
New Jersey
$1.9M -$4.16K -39 -0.2%
CWS
545
Cypress Wealth Services
California
$1.9M -$8.97K -84 -0.5%
WA
546
WBH Advisory
Maryland
$1.89M -$469K -4,393 -20%
FA
547
FC Advisory
Pennsylvania
$1.89M +$87.6K +821 +5%
VNA
548
Valley National Advisers
Pennsylvania
$1.88M -$7.58K -71 -0.4%
ACS
549
Archford Capital Strategies
Illinois
$1.87M +$300K +2,800 +19%
FWM
550
Fairhaven Wealth Management
Illinois
$1.86M +$1.86M +17,427 New