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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 %
ST
551
Smithfield Trust
Pennsylvania
$2.26M
PJWM
552
Philip James Wealth Mangement
Georgia
$2.26M -$2.48K -23 -0.1%
PSA
553
Plum Street Advisors
Louisiana
$2.26M +$730K +6,720 +48%
MHR
554
Matthew Hamilton Rosenberg
$2.26M +$858K +8,021 +61%
SCM
555
SOL Capital Management
Maryland
$2.26M +$9.15K +85 +0.4%
VF
556
VitalStone Financial
Texas
$2.24M -$130K -1,208 -5%
AWA
557
Aletheian Wealth Advisors
Washington
$2.23M +$132K +1,227 +6%
ACA
558
Aptus Capital Advisors
Alabama
$2.22M +$1.19M +11,047 +115%
KWS
559
Keystone Wealth Services
California
$2.22M -$205K -1,904 -8%
PTC
560
Philadelphia Trust Company
Pennsylvania
$2.21M
AF
561
Advisornet Financial
Minnesota
$2.21M +$383K +3,562 +21%
WIM
562
Westside Investment Management
California
$2.2M +$34.6K +322 +2%
SIC
563
Sterling Investment Counsel
New York
$2.19M -$901K -8,374 -29%
CFA
564
Capstone Financial Advisors
Illinois
$2.19M -$157K -1,455 -7%
HI
565
Harbour Investments
Wisconsin
$2.18M +$1.19M +11,086 +121%
GA
566
Greenspring Advisors
Maryland
$2.15M
JFG
567
Jefferies Financial Group
New York
$2.15M -$335K -3,115 -13%
GFWA
568
Grey Fox Wealth Advisors
Delaware
$2.14M +$229K +2,127 +12%
TF
569
Theory Financial
Colorado
$2.13M +$464K +4,313 +28%
SC
570
Sykon Capital
New York
$2.13M -$293K -2,719 -12%
CIM
571
Confluence Investment Management
Missouri
$2.13M +$2.13M +19,761 New
MCC
572
Money Concepts Capital
Florida
$2.1M +$939K +8,731 +81%
WS
573
Wedbush Securities
California
$2.1M +$1.29M +11,976 +160%
SWA
574
Safir Wealth Advisors
New Hampshire
$2.07M +$324K +3,010 +19%
BMCM
575
Bryn Mawr Capital Management
Pennsylvania
$2.04M -$21.5K -200 -1%