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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 %
LI
576
LifeWealth Investments
Florida
$2.41M +$2.41M +22,635 New
RA
577
Riversedge Advisors
Delaware
$2.41M +$87.5K +821 +4%
BFA
578
Beaumont Financial Advisors
Massachusetts
$2.4M +$152K +1,425 +7%
SGCA
579
Steel Grove Capital Advisors
Tennessee
$2.4M -$447K -4,192 -16%
VWM
580
Venturi Wealth Management
Texas
$2.39M -$84.7K -795 -3%
MA
581
Mutual Advisors
Nebraska
$2.36M -$366K -3,454 -13%
ARG
582
Advisory Resource Group
Oklahoma
$2.34M +$320K +3,001 +16%
JSA
583
Jacobson & Schmitt Advisors
Wisconsin
$2.34M -$983K -9,224 -30%
USCWA
584
U.S. Capital Wealth Advisors
Texas
$2.33M +$99.9K +938 +4%
HI
585
Harbour Investments
Wisconsin
$2.33M +$46.7K +438 +2%
NFP
586
Narus Financial Partners
Utah
$2.33M +$577K +5,415 +33%
MW
587
Maia Wealth
Colorado
$2.31M +$184K +1,719 +9%
SIM
588
Synergy Investment Management
Florida
$2.3M +$2.3M +21,593 New
SAM
589
Strive Asset Management
Ohio
$2.28M +$2.28M +21,426 New
NB
590
Nicolet Bankshares
Wisconsin
$2.28M +$1.66M +15,553 +265%
CWS
591
Cypress Wealth Services
California
$2.26M -$149K -1,394 -6%
MCC
592
Money Concepts Capital
Florida
$2.25M -$53.9K -506 -2%
MWM
593
Maridea Wealth Management
New York
$2.25M +$2.25M +21,124 New
SWG
594
Summit Wealth Group
Vermont
$2.24M
GWM
595
Grand Wealth Management
Michigan
$2.22M +$447K +4,197 +25%
FTS
596
Fifth Third Securities
Ohio
$2.21M +$58.8K +552 +3%
BC
597
Bowman & Company
Wisconsin
$2.2M +$2.2M +20,677 New
PSA
598
Plum Street Advisors
Louisiana
$2.2M -$16.3K -153 -0.7%
PTC
599
Philadelphia Trust Company
Pennsylvania
$2.19M
JJBC
600
James J. Burns & Company
New York
$2.19M -$561K -5,263 -20%