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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 %
SWM
626
Scissortail Wealth Management
Oklahoma
$1.59M -$8.1K -76 -0.5%
AWM
627
Abound Wealth Management
Tennessee
$1.58M +$64.8K +608 +4%
PWA
628
Physician Wealth Advisors
Utah
$1.58M +$180K +1,679 +13%
WA
629
Wealth Alliance
New York
$1.57M +$660K +6,191 +72%
MWM
630
MorganRosel Wealth Management
Colorado
$1.57M +$65.8K +618 +4%
CSPIA
631
Cary Street Partners Investment Advisory
Virginia
$1.55M +$69.5K +652 +5%
RFP
632
RCS Financial Planning
Maryland
$1.55M +$528K +4,951 +52%
MA
633
MCF Advisors
Kentucky
$1.54M +$44.8K +420 +3%
PA
634
Pinnacle Associates
New York
$1.54M -$85K -798 -5%
CWM
635
Calamos Wealth Management
Illinois
$1.53M -$1.01M -9,500 -40%
CA
636
CV Advisors
Florida
$1.53M
NFP
637
Narus Financial Partners
Utah
$1.51M +$613K +5,755 +68%
FNBOMD
638
First National Bank of Mount Dora
Florida
$1.51M -$25.4K -238 -2%
SPWG
639
Syntegra Private Wealth Group
Missouri
$1.49M -$107K -1,005 -7%
UB
640
Umpqua Bank
Oregon
$1.48M +$144K +1,351 +11%
SYBT
641
Stock Yards Bank & Trust
Kentucky
$1.46M -$383K -3,597 -21%
CCM
642
Crabel Capital Management
California
$1.46M +$197K +1,848 +16%
Balyasny Asset Management
643
Balyasny Asset Management
Illinois
$1.46M -$826K -7,749 -36%
RCS
644
Retirement Capital Strategies
California
$1.45M -$7.75M -72,749 -84%
DADC
645
D.A. Davidson & Co
Montana
$1.45M +$458K +4,298 +46%
AIP
646
Almanack Investment Partners
Pennsylvania
$1.45M -$6.71K -63 -0.5%
FCC
647
Florin Court Capital
United Kingdom
$1.45M -$1.12M -10,500 -44%
IA
648
IFG Advisory
Georgia
$1.44M +$371K +3,481 +35%
GWP
649
Gen-Wealth Partners
Michigan
$1.42M +$4.37K +41 +0.3%
SWM
650
Spire Wealth Management
Virginia
$1.4M +$212K +1,988 +18%