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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 %
VNA
601
Valley National Advisers
Pennsylvania
$1.96M +$54.4K +502 +3%
CIA
602
Capital Investment Advisors
Georgia
$1.96M -$215K -1,983 -10%
WPWM
603
Windward Private Wealth Management
Kansas
$1.92M +$986K +9,098 +105%
VCP
604
Verus Capital Partners
Arizona
$1.92M +$1.24M +11,395 +180%
GFWA
605
Grey Fox Wealth Advisors
Delaware
$1.92M -$5.96K -55 -0.3%
AT
606
Arden Trust
Delaware
$1.91M -$1.01M -9,316 -35%
HWMA
607
Heritage Wealth Management (Arizona)
Arizona
$1.91M +$1.91M +17,585 New
CT
608
Columbia Trust
Oregon
$1.9M +$146K +1,345 +8%
GWM
609
Grand Wealth Management
Michigan
$1.89M -$962K -8,875 -34%
OC
610
Oppenheimer & Co
New York
$1.88M -$323K -2,984 -15%
LCM
611
Liberty Capital Management
Michigan
$1.88M +$1.88M +17,362 New
RIM
612
Rockbridge Investment Management
New York
$1.88M -$48.8K -450 -3%
ARG
613
Advisory Resource Group
Oklahoma
$1.88M -$68.9K -636 -4%
CMAI
614
Capital Management Associates Inc
Minnesota
$1.88M +$1.88M +432 New
MGIA
615
Moneta Group Investment Advisors
Missouri
$1.87M -$863K -7,964 -32%
EWS
616
Evergreen Wealth Solutions
Pennsylvania
$1.84M -$19K -175 -1%
SFO
617
Stokes Family Office
Louisiana
$1.84M -$3.11M -28,681 -63%
AF
618
Advisornet Financial
Minnesota
$1.84M -$1.49M -13,754 -45%
WLIM
619
White Lighthouse Investment Management
Massachusetts
$1.83M -$116K -1,070 -6%
SCA
620
Sandy Cove Advisors
Massachusetts
$1.82M +$17.2K +159 +1%
CPSC
621
Carl P. Sherr & Co
Massachusetts
$1.82M +$517K +4,769 +40%
FA
622
FC Advisory
Pennsylvania
$1.82M -$189K -1,743 -9%
FNBOMD
623
First National Bank of Mount Dora
Florida
$1.8M +$27.9K +257 +2%
ST
624
Spinnaker Trust
Maine
$1.79M -$5.42K -50 -0.3%
DIA
625
Dean Investment Associates
Ohio
$1.78M -$232K -2,144 -12%