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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 %
SCM
576
Seascape Capital Management
New Hampshire
$2.02M
SFO
577
Stokes Family Office
Louisiana
$2.02M +$194K +1,800 +11%
AFG
578
ABLE Financial Group
Arizona
$2.01M -$255K -2,367 -11%
MPM
579
Meritage Portfolio Management
Kansas
$2M -$233K -2,167 -10%
MWM
580
McNaughton Wealth Management
California
$1.99M -$43.6K -405 -2%
GWM
581
Grand Wealth Management
Michigan
$1.98M +$107K +993 +6%
PPC
582
Park Place Capital
Alabama
$1.98M -$200K -1,862 -9%
CCA
583
Checchi Capital Advisers
California
$1.97M +$222K +2,065 +13%
USCWA
584
U.S. Capital Wealth Advisors
Texas
$1.96M -$156K -1,449 -7%
PG
585
Patten Group
Tennessee
$1.96M -$73.6K -684 -4%
DWT
586
Dorsey & Whitney Trust
South Dakota
$1.96M -$527K -4,895 -21%
FTS
587
Fifth Third Securities
Ohio
$1.96M -$19.5K -181 -1%
FHA
588
Flagship Harbor Advisors
Massachusetts
$1.95M +$449K +4,174 +30%
HSG
589
Helen Stephens Group
Texas
$1.93M -$269K -2,496 -12%
ARG
590
Advisory Resource Group
Oklahoma
$1.91M +$49.6K +461 +3%
WA
591
Wealthstar Advisors
Texas
$1.9M -$107K -997 -5%
VNA
592
Valley National Advisers
Pennsylvania
$1.9M -$53.6K -498 -3%
WLIM
593
White Lighthouse Investment Management
Massachusetts
$1.89M +$73.3K +681 +4%
AT
594
Arden Trust
Delaware
$1.88M -$12.9K -120 -0.7%
LCM
595
Liberty Capital Management
Michigan
$1.87M
RIM
596
Rockbridge Investment Management
New York
$1.87M
SYBT
597
Stock Yards Bank & Trust
Kentucky
$1.87M -$84.8K -788 -4%
RIM
598
Redwood Investment Management
Arizona
$1.85M +$1.31M +12,178 +245%
EWS
599
Evergreen Wealth Solutions
Pennsylvania
$1.85M +$19.9K +185 +1%
DIA
600
Dean Investment Associates
Ohio
$1.83M +$57K +530 +3%