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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 %
EWA
551
Etesian Wealth Advisors
Oregon
$2.24M -$124K -1,167 -5%
VWA
552
Visionary Wealth Advisors
Illinois
$2.21M -$199K -1,867 -8%
EWA
553
EverSource Wealth Advisors
Alabama
$2.2M +$407K +3,778 +23%
PTC
554
Philadelphia Trust Company
Pennsylvania
$2.19M
MCC
555
Money Concepts Capital
Florida
$2.19M +$113K +1,057 +5%
KWS
556
Keystone Wealth Services
California
$2.18M -$17K -160 -0.8%
WLIM
557
White Lighthouse Investment Management
Massachusetts
$2.18M +$301K +2,829 +16%
TGAM
558
TBH Global Asset Management
Tennessee
$2.16M -$2.78M -26,128 -56%
VF
559
VitalStone Financial
Texas
$2.14M -$80.7K -757 -4%
CIM
560
Confluence Investment Management
Missouri
$2.13M +$28.4K +267 +1%
JFG
561
Jefferies Financial Group
New York
$2.13M
BAAM
562
Baker Avenue Asset Management
California
$2.11M -$297K -2,785 -12%
ECG
563
EPIQ Capital Group
California
$2.11M +$444K +4,164 +27%
WF
564
Wayfinding Financial
Washington
$2.11M +$335K +3,149 +19%
FTS
565
Fifth Third Securities
Ohio
$2.1M +$163K +1,529 +8%
M
566
MYeCFO
California
$2.09M -$1.62M -15,220 -44%
GFWA
567
Grey Fox Wealth Advisors
Delaware
$2.09M -$30K -282 -1%
CFA
568
Capstone Financial Advisors
Illinois
$2.07M -$90.8K -852 -4%
SFO
569
Stokes Family Office
Louisiana
$2.06M +$58.6K +550 +3%
SWA
570
Safir Wealth Advisors
New Hampshire
$2.05M
SAI
571
Savvy Advisors Inc
New York
$2.05M +$396K +3,719 +24%
GA
572
Greenspring Advisors
Maryland
$2.02M -$108K -1,015 -5%
PSA
573
Plum Street Advisors
Louisiana
$2.02M -$193K -1,812 -9%
MWM
574
McNaughton Wealth Management
California
$2.01M +$36.7K +344 +2%
AWP
575
Avid Wealth Partners
Texas
$2.01M -$3.4M -31,935 -63%