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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 %
CCC
551
Compass Capital Corp
Massachusetts
$2.67M +$2.67M +25,117 New
SC
552
Stephenson & Company
California
$2.64M
CMAI
553
Capital Management Associates Inc
Minnesota
$2.64M +$366K +3,431 +16%
SCA
554
Snowden Capital Advisors
New York
$2.63M -$57.1K -536 -2%
IPA
555
Investment Planning Advisors
Georgia
$2.61M +$283K +2,657 +12%
SWM
556
SigFig Wealth Management
California
$2.61M -$31.1K -292 -1%
OWA
557
Oak Wealth Advisors
Illinois
$2.59M +$2.59M +24,351 New
MWM
558
McNaughton Wealth Management
California
$2.54M +$375K +3,519 +17%
CPCP
559
Cedar Point Capital Partners
Iowa
$2.54M +$76.5K +718 +3%
UBV
560
United Bank (Virginia)
Virginia
$2.51M +$801K +7,521 +47%
LFAS
561
Level Four Advisory Services
Texas
$2.5M +$578K +5,424 +30%
FCC
562
Florin Court Capital
United Kingdom
$2.49M -$735K -6,900 -23%
HFS
563
Hoge Financial Services
Pennsylvania
$2.48M -$67.2K -631 -3%
SFP
564
Sterling Financial Planning
New Jersey
$2.48M +$620K +5,816 +33%
WF
565
Wayfinding Financial
Washington
$2.47M +$264K +2,476 +12%
JIR
566
James Investment Research
Ohio
$2.47M +$49.5K +465 +2%
CFC
567
Client First Capital
California
$2.46M +$107 +1 +0%
FAM
568
Forte Asset Management
New York
$2.46M -$228K -2,144 -9%
GSIAS
569
Garden State Investment Advisory Services
New Jersey
$2.45M +$32K +300 +1%
PP
570
PrairieView Partners
Minnesota
$2.44M +$1.16M +10,905 +91%
SHJ
571
Sharkey, Howes & Javer
Colorado
$2.43M +$521K +4,891 +27%
CIA
572
Concurrent Investment Advisors
Florida
$2.43M +$114K +1,066 +5%
FDDB
573
Fidelity D&D Bancorp
Pennsylvania
$2.42M +$1.63M +15,290 +205%
AIM
574
Alhambra Investment Management
Florida
$2.42M -$260K -2,437 -10%
MWP
575
Madison Wealth Partners
Wisconsin
$2.41M -$237K -2,221 -9%