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iShares National Muni Bond ETF

1,336 hedge funds and large institutions have $32.5B invested in iShares National Muni Bond ETF in 2024 Q2 according to their latest regulatory filings, with 106 funds opening new positions, 633 increasing their positions, 427 reducing their positions, and 116 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,336
Holders Change
-28
Holders Change %
-2.05%
% of All Funds
19.43%
Holding in Top 10
117
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-0.85%
% of All Funds
1.7%
New
106
Increased
633
Reduced
427
Closed
116
Calls
$6.12M
Puts
$187M
Net Calls
-$181M
Net Calls Change
-$130M
Name Holding Trade Value Shares
Change
Shares
Change %
BFA
526
Beaumont Financial Advisors
Massachusetts
$2.42M +$866K +8,127 +56%
GSIAS
527
Garden State Investment Advisory Services
New Jersey
$2.42M +$5.76K +54 +0.2%
MFG
528
Mainsail Financial Group
Washington
$2.41M +$643K +6,037 +36%
TA
529
TPG Advisors
Illinois
$2.4M +$2.4M +22,502 New
VWM
530
Venturi Wealth Management
Texas
$2.39M +$38.3K +359 +2%
JIR
531
James Investment Research
Ohio
$2.39M -$74.6K -700 -3%
CCM
532
Cambridge Capital Management
Illinois
$2.38M -$180K -1,694 -7%
OC
533
Oppenheimer & Co
New York
$2.36M +$120K +1,129 +5%
WC
534
Waterloo Capital
Texas
$2.35M +$1.05M +9,836 +81%
SIG
535
Spinnaker Investment Group
California
$2.33M -$225K -2,107 -9%
IPA
536
Investment Planning Advisors
Georgia
$2.33M +$2.33M +21,847 New
CIA
537
Concurrent Investment Advisors
Florida
$2.32M -$55.7K -523 -2%
SWG
538
Summit Wealth Group
Vermont
$2.31M +$2.31M +21,638 New
AWA
539
Aletheian Wealth Advisors
Washington
$2.29M +$84.3K +791 +4%
QCM
540
Quantinno Capital Management
New York
$2.29M +$1.31M +12,266 +133%
RA
541
Riversedge Advisors
Delaware
$2.29M -$152K -1,423 -6%
PCG
542
Prosperity Consulting Group
Maryland
$2.28M -$196K -1,843 -8%
AF
543
Advisornet Financial
Minnesota
$2.28M +$93.3K +876 +4%
SIC
544
Sterling Investment Counsel
New York
$2.28M +$104K +974 +5%
CPP
545
Capasso Planning Partners
South Carolina
$2.27M -$200K -1,874 -8%
CWS
546
Cypress Wealth Services
California
$2.27M +$5.11K +48 +0.2%
HW
547
Hamilton Wealth
California
$2.27M -$843K -7,912 -27%
SIA
548
Schechter Investment Advisors
Michigan
$2.25M +$982K +9,217 +77%
BWP
549
Bernardo Wealth Planning
Pennsylvania
$2.25M +$4.05K +38 +0.2%
FWM
550
ForthRight Wealth Management
Georgia
$2.24M -$927K -8,702 -29%