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iShares National Muni Bond ETF

1,213 hedge funds and large institutions have $27.5B invested in iShares National Muni Bond ETF in 2023 Q2 according to their latest regulatory filings, with 92 funds opening new positions, 518 increasing their positions, 431 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,213
Holders Change
+12
Holders Change %
+1%
% of All Funds
19.13%
Holding in Top 10
101
Holding in Top 10 Change
-17
Holding in Top 10 Change %
-14.41%
% of All Funds
1.59%
New
92
Increased
518
Reduced
431
Closed
69
Calls
$1.35M
Puts
$3.17M
Net Calls
-$1.83M
Net Calls Change
-$1.33M
Name Holding Trade Value Shares
Change
Shares
Change %
SCA
651
St. Clair Advisors
Ohio
$1.18M +$7.58K +71 +0.6%
IC
652
Inscription Capital
Texas
$1.18M -$1.05M -9,855 -47%
EFM
653
Eley Financial Management
Vermont
$1.18M
JWCA
654
J.W. Cole Advisors
Florida
$1.17M -$1.46M -13,680 -55%
TFGT
655
TS Financial Group (TSFG)
Illinois
$1.17M +$2.14K +20 +0.2%
CWM
656
Certus Wealth Management
California
$1.17M +$1.17M +10,928 New
CIM
657
Cambria Investment Management
California
$1.16M -$72K -675 -6%
NP
658
Nilsine Partners
Colorado
$1.16M +$859K +8,047 +289%
BWP
659
Bernardo Wealth Planning
Pennsylvania
$1.16M -$7.05K -66 -0.6%
RBC
660
Romano Brothers & Co
Illinois
$1.16M -$42.7K -400 -4%
MWM
661
MorganRosel Wealth Management
Colorado
$1.15M
VF
662
VitalStone Financial
Texas
$1.14M +$966K +8,965 +555%
AIA
663
Armor Investment Advisors
North Carolina
$1.12M -$109K -1,023 -9%
BSB
664
Bangor Savings Bank
Maine
$1.12M
NAM
665
NTV Asset Management
West Virginia
$1.12M
RPCA
666
Running Point Capital Advisors
California
$1.12M +$136K +1,272 +14%
SSW
667
Stone Summit Wealth
Florida
$1.11M +$177K +1,658 +19%
TVAMP
668
Tennessee Valley Asset Management Partners
Tennessee
$1.11M -$339K -3,180 -23%
CFA
669
Cahill Financial Advisors
Minnesota
$1.11M +$167K +1,562 +18%
AWAG
670
ARS Wealth Advisors Group
Florida
$1.11M
TTWM
671
TCV Trust & Wealth Management
Virginia
$1.11M -$2.24K -21 -0.2%
CCA
672
Cadent Capital Advisors
Oklahoma
$1.11M -$120K -1,127 -10%
SCA
673
Stokes Capital Advisors
South Carolina
$1.11M -$436K -4,084 -28%
AFA
674
American Financial Advisors
Georgia
$1.1M -$9.18K -86 -0.8%
NFP
675
Narus Financial Partners
Utah
$1.09M