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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 %
GSWM
651
Greenup Street Wealth Management
Michigan
$1.46M +$377K +3,501 +35%
AAS
652
Annex Advisory Services
Wisconsin
$1.45M -$16.7M -155,038 -92%
WA
653
WBH Advisory
Maryland
$1.44M +$97.2K +903 +7%
HS
654
Horan Securities
United States
$1.44M +$422K +3,922 +42%
GWP
655
Gen-Wealth Partners
Michigan
$1.43M +$1.43M +13,299 New
MPWT
656
MassMutual Private Wealth & Trust
Connecticut
$1.41M -$88.9K -826 -6%
DSC
657
Duncker Streett & Co
Missouri
$1.41M
ACS
658
Archford Capital Strategies
Illinois
$1.4M -$362K -3,365 -21%
AA
659
Advisory Alpha
Michigan
$1.39M +$34.6K +322 +3%
PWA
660
Physician Wealth Advisors
Utah
$1.39M +$199K +1,871 +17%
ACP
661
Aveo Capital Partners
Colorado
$1.38M -$4.28M -40,169 -76%
CWA
662
Consilio Wealth Advisors
Washington
$1.38M -$30.6K -284 -2%
DC
663
Dorval Corp
Minnesota
$1.36M +$20.1K +186 +1%
IA
664
IFP Advisors
Florida
$1.36M -$353K -3,285 -21%
JCM
665
Jacobi Capital Management
Pennsylvania
$1.36M +$2.48K +23 +0.2%
SFMG
666
Sage Financial Management Group
Virginia
$1.36M -$88.1K -819 -6%
RWA
667
Rooted Wealth Advisors
Illinois
$1.35M -$11.7K -110 -0.9%
FNBSF
668
First National Bank Sioux Falls
South Dakota
$1.35M
EGA
669
Eagle Global Advisors
Texas
$1.35M
SC
670
Sepio Capital
Utah
$1.35M -$12.4K -115 -0.9%
UB
671
Umpqua Bank
Oregon
$1.35M +$1.35M +12,518 New
TI
672
Truepoint Inc
Ohio
$1.35M +$581K +5,398 +76%
TFGT
673
TS Financial Group (TSFG)
Illinois
$1.34M +$1.72K +16 +0.1%
WI
674
Wintrust Investments
Illinois
$1.33M -$40K -372 -3%
SI
675
Seeds Investor
New York
$1.33M +$748K +6,952 +128%