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iShares National Muni Bond ETF

1,370 hedge funds and large institutions have $34.8B invested in iShares National Muni Bond ETF in 2023 Q4 according to their latest regulatory filings, with 272 funds opening new positions, 484 increasing their positions, 493 reducing their positions, and 102 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,370
Holders Change
+154
Holders Change %
+12.66%
% of All Funds
20.08%
Holding in Top 10
132
Holding in Top 10 Change
+18
Holding in Top 10 Change %
+15.79%
% of All Funds
1.93%
New
272
Increased
484
Reduced
493
Closed
102
Calls
$179M
Puts
$97.9M
Net Calls
+$80.7M
Net Calls Change
+$62M
Name Holding Trade Value Shares
Change
Shares
Change %
WIM
576
Westside Investment Management
California
$2.18M -$67.1K -619 -3%
GA
577
Greenspring Advisors
Maryland
$2.17M +$410K +3,783 +23%
UCB
578
United Community Bank
South Carolina
$2.16M -$623K -5,747 -22%
VWA
579
Visionary Wealth Advisors
Illinois
$2.14M +$470K +4,334 +28%
USCWA
580
U.S. Capital Wealth Advisors
Texas
$2.14M +$103K +950 +5%
CIA
581
Concurrent Investment Advisors
Florida
$2.13M +$2.13M +19,616 New
JIC
582
Joel Isaacson & Co
New York
$2.12M +$19.3K +178 +0.9%
ONB
583
Old National Bancorp
Indiana
$2.11M -$77.5K -715 -4%
AWA
584
Aletheian Wealth Advisors
Washington
$2.11M -$366K -3,377 -15%
FCC
585
Florin Court Capital
United Kingdom
$2.09M +$2.09M +19,300 New
SPWG
586
Syntegra Private Wealth Group
Missouri
$2.09M +$123K +1,135 +6%
LPP
587
Life Planning Partners
Florida
$2.09M +$2.09M +19,268 New
LCWP
588
Legacy Capital Wealth Partners
Arkansas
$2.08M +$2.08M +19,184 New
WT
589
Whittier Trust
California
$2.08M -$330K -3,047 -14%
BMCM
590
Bryn Mawr Capital Management
Pennsylvania
$2.08M -$137K -1,265 -6%
MCCA
591
Mill Creek Capital Advisors
Pennsylvania
$2.05M +$1.6M +14,763 +353%
MWM
592
McNaughton Wealth Management
California
$2.05M -$319K -2,947 -13%
PG
593
Patten Group
Tennessee
$2.05M -$79.5K -733 -4%
SCM
594
Seascape Capital Management
New Hampshire
$2.04M +$208K +1,918 +11%
PA
595
Parallel Advisors
California
$2.03M -$449K -4,146 -18%
WA
596
Wealthstar Advisors
Texas
$2.03M -$182K -1,678 -8%
EFP
597
Envision Financial Planning
Tennessee
$2.02M +$2.02M +18,609 New
FTS
598
Fifth Third Securities
Ohio
$1.99M -$84K -775 -4%
SYBT
599
Stock Yards Bank & Trust
Kentucky
$1.97M -$454K -4,184 -19%
BFEC
600
Benjamin F. Edwards & Company
Missouri
$1.96M +$44K +406 +2%