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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 %
CPP
526
Capasso Planning Partners
South Carolina
$2.5M -$263K -2,445 -10%
JIR
527
James Investment Research
Ohio
$2.49M +$4.63K +43 +0.2%
RA
528
Riversedge Advisors
Delaware
$2.46M -$130K -1,204 -5%
FFA
529
First Foundation Advisors
California
$2.45M +$918K +8,530 +60%
GSIAS
530
Garden State Investment Advisory Services
New Jersey
$2.44M -$9.92K -92 -0.4%
BAAM
531
Baker Avenue Asset Management
California
$2.43M -$271K -2,520 -10%
CCC
532
Chesapeake Capital Corp
Florida
$2.43M -$842K -7,821 -26%
MAWA
533
Moss Adams Wealth Advisors
Washington
$2.43M -$12.8M -119,043 -84%
VWA
534
Visionary Wealth Advisors
Illinois
$2.43M +$299K +2,778 +14%
HFW
535
Horizon Family Wealth
Illinois
$2.41M +$844K +7,848 +54%
CIA
536
Concurrent Investment Advisors
Florida
$2.4M +$284K +2,643 +13%
LAM
537
LifePro Asset Management
California
$2.39M -$393K -3,655 -14%
EWA
538
Etesian Wealth Advisors
Oregon
$2.39M -$159K -1,479 -6%
SPIS
539
Steward Partners Investment Solutions
Oregon
$2.38M +$2.38M +22,140 New
VWM
540
Venturi Wealth Management
Texas
$2.38M -$8.72K -81 -0.4%
BFS
541
Bare Financial Services
Pennsylvania
$2.37M +$2.03M +19,078 +599%
FHB
542
First Hawaiian Bank
Hawaii
$2.35M -$116K -1,077 -5%
LFAS
543
Level Four Advisory Services
Texas
$2.33M
MA
544
Mutual Advisors
Nebraska
$2.32M -$574K -5,336 -20%
Balyasny Asset Management
545
Balyasny Asset Management
Illinois
$2.31M -$9.92M -92,212 -81%
IWM
546
IHT Wealth Management
Illinois
$2.3M +$130K +1,212 +6%
CWS
547
Cypress Wealth Services
California
$2.29M -$45.1K -419 -2%
TIM
548
Tortoise Investment Management
New York
$2.28M -$276K -2,568 -11%
BWP
549
Bernardo Wealth Planning
Pennsylvania
$2.27M -$123K -1,146 -5%
OC
550
Oppenheimer & Co
New York
$2.26M +$396K +3,678 +21%