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iShares National Muni Bond ETF

1,336 hedge funds and large institutions have $32.5B invested in iShares National Muni Bond ETF in 2024 Q2 according to their latest regulatory filings, with 106 funds opening new positions, 633 increasing their positions, 427 reducing their positions, and 116 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,336
Holders Change
-28
Holders Change %
-2.05%
% of All Funds
19.43%
Holding in Top 10
117
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-0.85%
% of All Funds
1.7%
New
106
Increased
633
Reduced
427
Closed
116
Calls
$6.12M
Puts
$187M
Net Calls
-$181M
Net Calls Change
-$130M
Name Holding Trade Value Shares
Change
Shares
Change %
RIM
601
Redwood Investment Management
Arizona
$1.82M -$6.18K -58 -0.3%
RSWA
602
Robinson Smith Wealth Advisors
Maine
$1.81M +$83.4K +783 +5%
APW
603
Acima Private Wealth
Virginia
$1.8M +$156K +1,464 +9%
CPSC
604
Carl P. Sherr & Co
Massachusetts
$1.79M
CA
605
Continuum Advisory
Idaho
$1.79M -$25.3K -237 -1%
ACP
606
Aveo Capital Partners
Colorado
$1.75M +$370K +3,475 +27%
MCCA
607
Mill Creek Capital Advisors
Pennsylvania
$1.75M +$2.02K +19 +0.1%
SWA
608
Sax Wealth Advisors
New Jersey
$1.72M +$68K +638 +4%
MPM
609
Meritage Portfolio Management
Kansas
$1.72M -$257K -2,407 -13%
TIM
610
Tortoise Investment Management
New York
$1.72M -$537K -5,038 -24%
CWG
611
Cornerstone Wealth Group
North Carolina
$1.72M -$87.5K -821 -5%
PFA
612
Professional Financial Advisors
Nebraska
$1.71M +$180K +1,688 +12%
GWM
613
Grand Wealth Management
Michigan
$1.71M -$254K -2,380 -13%
ST
614
Spinnaker Trust
Maine
$1.71M -$45.3K -425 -3%
FWP
615
FAS Wealth Partners
Kansas
$1.69M +$51.8K +486 +3%
EWS
616
Evergreen Wealth Solutions
Pennsylvania
$1.68M -$150K -1,406 -8%
RPCA
617
Running Point Capital Advisors
California
$1.68M +$99.9K +938 +6%
FA
618
FC Advisory
Pennsylvania
$1.67M +$10.2K +96 +0.6%
WPWM
619
Windward Private Wealth Management
Kansas
$1.67M
JCM
620
Jacobi Capital Management
Pennsylvania
$1.67M +$320K +3,003 +24%
TWM
621
Tolleson Wealth Management
Texas
$1.66M -$17.2K -161 -1%
WWP
622
WR Wealth Planners
Missouri
$1.65M -$74.2K -696 -4%
LSA
623
Lansing Street Advisors
Pennsylvania
$1.65M +$667K +6,262 +68%
DIA
624
Dean Investment Associates
Ohio
$1.62M -$190K -1,784 -11%
LPAM
625
Lodestar Private Asset Management
California
$1.6M -$13.5K -127 -0.8%