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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 %
SYBT
601
Stock Yards Bank & Trust
Kentucky
$2.19M +$886K +8,311 +68%
TWP
602
Triad Wealth Partners
Kansas
$2.17M +$81.9K +769 +4%
BBHC
603
Brown Brothers Harriman & Co
New York
$2.17M +$67.7K +635 +3%
SCM
604
SOL Capital Management
Maryland
$2.17M +$204K +1,910 +10%
IWA
605
IBEX Wealth Advisors
New Jersey
$2.16M +$2.16M +20,305 New
CCM
606
Cambridge Capital Management
Illinois
$2.16M -$171K -1,604 -7%
JWS
607
Juncture Wealth Strategies
Arizona
$2.15M -$589K -5,532 -22%
SWA
608
Strategies Wealth Advisors
Michigan
$2.14M -$639K -5,984 -23%
TA
609
TPG Advisors
Illinois
$2.14M -$238K -2,230 -10%
RWS
610
Retirement Wealth Solutions
Wisconsin
$2.14M +$2.14M +20,249 New
VWA
611
Visionary Wealth Advisors
Illinois
$2.14M +$23.5K +221 +1%
JFG
612
Jefferies Financial Group
New York
$2.13M
ECG
613
EPIQ Capital Group
California
$2.11M +$3.84K +36 +0.2%
EWA
614
EverSource Wealth Advisors
Alabama
$2.11M -$85.5K -802 -4%
BCG
615
Breakwater Capital Group
New Jersey
$2.11M -$693K -6,503 -25%
APW
616
Acima Private Wealth
Virginia
$2.09M +$125K +1,175 +6%
SWA
617
Safir Wealth Advisors
New Hampshire
$2.09M -$46.9K -440 -2%
FHA
618
Flagship Harbor Advisors
Massachusetts
$2.08M +$487K +4,566 +31%
EFG
619
Ethos Financial Group
Pennsylvania
$2.08M +$1.62M +15,229 +355%
CFA
620
Capstone Financial Advisors
Illinois
$2.07M -$32.2K -302 -2%
RIM
621
Redwood Investment Management
Arizona
$2.02M +$186K +1,745 +10%
KPP
622
Kings Path Partners
Texas
$2M -$30.6K -287 -2%
FWP
623
Forefront Wealth Partners
Texas
$1.99M +$1.99M +18,711 New
CCMG
624
Clark Capital Management Group
Pennsylvania
$1.97M +$1.97M +18,477 New
AP
625
Appleton Partners
Massachusetts
$1.97M +$1.53M +14,387 +353%