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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 %
KL
526
KWMG LLC
Kansas
$2.84M -$326K -3,056 -10%
SWIM
527
Smallwood Wealth Investment Management
New Jersey
$2.84M -$140K -1,312 -5%
VT
528
Vise Technologies
New York
$2.83M -$523K -4,913 -16%
WS
529
Wedbush Securities
California
$2.83M +$341K +3,198 +14%
SIAP
530
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$2.82M -$431K -4,044 -13%
SFFS
531
Stonehage Fleming Financial Services
Jersey
$2.82M +$1.74M +16,316 +161%
AP
532
Americana Partners
Texas
$2.81M +$2.56M +24,062 +1,024%
IWP
533
Insight Wealth Partners
Texas
$2.81M +$230K +2,161 +9%
WFPG
534
Waller Financial Planning Group
Ohio
$2.8M +$104K +972 +4%
SP
535
SWS Partners
Ohio
$2.79M -$54.1K -508 -2%
GFWA
536
Grey Fox Wealth Advisors
Delaware
$2.79M +$247K +2,319 +10%
BNP Paribas Financial Markets
537
BNP Paribas Financial Markets
France
$2.77M -$7.47M -70,104 -73%
FIA
538
Foundations Investment Advisors
Arizona
$2.76M +$739K +6,939 +37%
IP
539
Investment Partners
Ohio
$2.75M -$541K -5,082 -16%
AWM
540
Accurate Wealth Management
Florida
$2.74M -$39.4K -373 -1%
PA
541
Parallel Advisors
California
$2.74M -$1.05M -9,818 -28%
CFG
542
Cosner Financial Group
Colorado
$2.73M
ZB
543
Zions Bancorporation
Utah
$2.73M +$2.73M +25,630 New
RFP
544
RCS Financial Planning
Maryland
$2.73M +$1.27M +11,909 +87%
GCM
545
Graver Capital Management
Ohio
$2.72M +$2.72M +25,539 New
LBC
546
Lowe Brockenbrough & Co
Virginia
$2.72M -$5.33K -50 -0.2%
PA
547
Procyon Advisors
Connecticut
$2.69M -$221K -2,075 -8%
FIBT
548
First International Bank & Trust
North Dakota
$2.69M -$54K -507 -2%
MA
549
MCF Advisors
Kentucky
$2.67M +$1.13M +10,620 +73%
AWP
550
Avid Wealth Partners
Texas
$2.67M -$333K -3,124 -11%