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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 %
NL
626
NWAM LLC
Washington
$1.64M +$136K +1,264 +9%
PA
627
Pinnacle Associates
New York
$1.64M +$193K +1,793 +13%
LPAM
628
Lodestar Private Asset Management
California
$1.63M +$80.4K +747 +5%
SPWG
629
Syntegra Private Wealth Group
Missouri
$1.61M -$463K -4,305 -22%
SWM
630
Scissortail Wealth Management
Oklahoma
$1.61M +$1.61M +14,965 New
RPCA
631
Running Point Capital Advisors
California
$1.59M +$9.04K +84 +0.6%
BFA
632
Beaumont Financial Advisors
Massachusetts
$1.57M +$274K +2,546 +21%
BRWA
633
B. Riley Wealth Advisors
Florida
$1.57M +$325K +3,169 +26%
CMBA
634
C.M. Bidwell & Associates
Hawaii
$1.56M
PFA
635
Professional Financial Advisors
Nebraska
$1.55M +$385K +3,577 +33%
FNBOMD
636
First National Bank of Mount Dora
Florida
$1.55M -$236K -2,190 -13%
CA
637
CV Advisors
Florida
$1.55M
AWM
638
Abound Wealth Management
Tennessee
$1.53M -$31.5K -293 -2%
MWM
639
MorganRosel Wealth Management
Colorado
$1.52M -$48.6K -452 -3%
CIAS
640
Capital Investment Advisory Services
North Carolina
$1.51M +$160K +1,484 +12%
MA
641
MCF Advisors
Kentucky
$1.51M +$3.44K +32 +0.2%
MIA
642
MainStreet Investment Advisors
Illinois
$1.5M -$26.9K -250 -2%
JJBC
643
James J. Burns & Company
New York
$1.5M -$1.98M -18,541 -57%
CSPIA
644
Cary Street Partners Investment Advisory
Virginia
$1.49M
EWM
645
Elmwood Wealth Management
California
$1.49M -$5.38K -50 -0.4%
NB
646
Nicolet Bankshares
Wisconsin
$1.49M +$52.3K +486 +4%
SFP
647
Sweet Financial Partners
Minnesota
$1.49M -$32.5K -302 -2%
MWM
648
Meridian Wealth Management
Kentucky
$1.48M -$239K -2,224 -14%
HWMA
649
Heritage Wealth Management (Arizona)
Arizona
$1.48M -$413K -3,841 -22%
AIP
650
Almanack Investment Partners
Pennsylvania
$1.47M -$25.8K -240 -2%