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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 %
CMBA
651
C.M. Bidwell & Associates
Hawaii
$1.58M +$38.7K +357 +3%
AFG
652
AFS Financial Group
Maryland
$1.57M -$2.45M -22,571 -61%
LPAM
653
Lodestar Private Asset Management
California
$1.56M -$1.74M -16,049 -53%
CA
654
CV Advisors
Florida
$1.56M +$201K +1,850 +15%
FFA
655
First Foundation Advisors
California
$1.54M +$812K +7,489 +111%
MIA
656
MainStreet Investment Advisors
Illinois
$1.54M -$788K -7,270 -34%
SFP
657
Sweet Financial Partners
Minnesota
$1.53M +$350K +3,230 +30%
WWM
658
Western Wealth Management
Colorado
$1.53M +$683K +6,304 +81%
APW
659
Acima Private Wealth
Virginia
$1.53M -$759K -6,997 -33%
PSA
660
Plum Street Advisors
Louisiana
$1.52M +$1.52M +14,063 New
NL
661
NWAM LLC
Washington
$1.52M +$806K +7,438 +113%
MA
662
MCF Advisors
Kentucky
$1.52M +$1.31M +12,112 +645%
FHA
663
Flagship Harbor Advisors
Massachusetts
$1.52M -$32.8K -303 -2%
SHIM
664
Stone House Investment Management
Pennsylvania
$1.52M +$575K +5,301 +61%
MPWT
665
MassMutual Private Wealth & Trust
Connecticut
$1.51M +$514K +4,743 +51%
EWM
666
Elmwood Wealth Management
California
$1.51M +$35.8K +330 +2%
HW
667
Hamilton Wealth
California
$1.51M -$105K -967 -6%
AIP
668
Almanack Investment Partners
Pennsylvania
$1.51M +$36K +332 +2%
PRWA
669
Platte River Wealth Advisors
Colorado
$1.5M +$1.1M +10,169 +274%
CSPIA
670
Cary Street Partners Investment Advisory
Virginia
$1.5M -$47.9K -442 -3%
WWM
671
Wiser Wealth Management
Georgia
$1.5M +$762K +7,044 +104%
BA
672
Bristlecone Advisors
Washington
$1.48M +$1.15M +10,609 +345%
FNWM
673
Financial Network Wealth Management
Utah
$1.47M -$35.1K -324 -2%
GA
674
GSG Advisors
New Jersey
$1.47M +$1.47M +13,570 New
PPP
675
Private Portfolio Partners
New Jersey
$1.47M +$751K +6,924 +104%