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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 %
ACS
626
Archford Capital Strategies
Illinois
$1.77M -$95.6K -882 -5%
SIG
627
Spinnaker Investment Group
California
$1.77M +$1.43M +13,204 +427%
CCA
628
Checchi Capital Advisers
California
$1.76M -$167K -1,538 -9%
SWA
629
Safir Wealth Advisors
New Hampshire
$1.76M -$190K -1,753 -10%
CG
630
Cynosure Group
Utah
$1.75M -$633K -5,843 -27%
RCM
631
Radnor Capital Management
Pennsylvania
$1.74M +$1.74M +16,000 New
FWP
632
FAS Wealth Partners
Kansas
$1.73M -$4.77K -44 -0.3%
MWM
633
Meridian Wealth Management
Kentucky
$1.73M -$1.46M -13,500 -46%
IA
634
IFP Advisors
Florida
$1.73M -$467K -4,307 -21%
TCM
635
Traynor Capital Management
Pennsylvania
$1.72M -$468K -4,315 -21%
WWP
636
WR Wealth Planners
Missouri
$1.72M +$310K +2,859 +22%
TWM
637
Tolleson Wealth Management
Texas
$1.7M -$55.9K -516 -3%
WF
638
Wayfinding Financial
Washington
$1.69M +$1.69M +15,609 New
TF
639
Theory Financial
Colorado
$1.68M +$199K +1,833 +13%
MW
640
Maia Wealth
Colorado
$1.68M +$1.68M +15,504 New
RSWA
641
Robinson Smith Wealth Advisors
Maine
$1.68M +$1.68M +15,483 New
LA
642
Lifeworks Advisors
Michigan
$1.66M +$229K +2,108 +16%
AG
643
Ascent Group
Virginia
$1.65M +$370K +3,430 +29%
CIBC Private Wealth Group
644
CIBC Private Wealth Group
Georgia
$1.63M -$38.8K -358 -2%
C
645
Croban
Ohio
$1.61M +$1.61M +15,140 New
PMG
646
ProVise Management Group
Florida
$1.61M -$822K -7,580 -34%
RPCA
647
Running Point Capital Advisors
California
$1.6M +$468K +4,315 +41%
MWM
648
MorganRosel Wealth Management
Colorado
$1.58M +$29.7K +274 +2%
HFW
649
Horizon Family Wealth
Illinois
$1.58M +$11.7K +108 +0.7%
AWM
650
Abound Wealth Management
Tennessee
$1.58M +$3.25K +30 +0.2%