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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 %
PFP
601
Pinnacle Financial Partners
Tennessee
$1.83M +$475K +4,412 +35%
CWG
602
Cornerstone Wealth Group
North Carolina
$1.82M +$478K +4,438 +36%
CA
603
Continuum Advisory
Idaho
$1.82M -$364K -3,396 -17%
CPSC
604
Carl P. Sherr & Co
Massachusetts
$1.81M
CIA
605
Capital Investment Advisors
Georgia
$1.8M -$146K -1,353 -7%
MFG
606
Mainsail Financial Group
Washington
$1.78M +$1.02M +9,511 +135%
WF
607
Wayfinding Financial
Washington
$1.78M +$108K +1,009 +6%
ST
608
Spinnaker Trust
Maine
$1.77M
EWA
609
EverSource Wealth Advisors
Alabama
$1.77M +$1M +9,446 +131%
MCCA
610
Mill Creek Capital Advisors
Pennsylvania
$1.76M -$274K -2,542 -13%
ONB
611
Old National Bancorp
Indiana
$1.76M -$341K -3,169 -16%
CG
612
Cynosure Group
Utah
$1.75M +$8.5K +79 +0.5%
WWP
613
WR Wealth Planners
Missouri
$1.74M +$39.7K +369 +2%
RSWA
614
Robinson Smith Wealth Advisors
Maine
$1.74M +$76.1K +707 +5%
RCM
615
Radnor Capital Management
Pennsylvania
$1.72M
MGIA
616
Moneta Group Investment Advisors
Missouri
$1.69M -$158K -1,473 -9%
TWM
617
Tolleson Wealth Management
Texas
$1.69M
AG
618
Ascent Group
Virginia
$1.69M +$41K +381 +2%
WPWM
619
Windward Private Wealth Management
Kansas
$1.68M -$227K -2,111 -12%
ECG
620
EPIQ Capital Group
California
$1.68M +$1.68M +15,620 New
FA
621
FC Advisory
Pennsylvania
$1.68M -$124K -1,155 -7%
SWA
622
Sax Wealth Advisors
New Jersey
$1.67M +$510K +4,742 +44%
SAI
623
Savvy Advisors Inc
New York
$1.67M +$1.36M +12,646 +446%
APW
624
Acima Private Wealth
Virginia
$1.66M +$145K +1,344 +10%
FWP
625
FAS Wealth Partners
Kansas
$1.66M -$64.8K -602 -4%