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iShares National Muni Bond ETF

1,507 hedge funds and large institutions have $37.2B invested in iShares National Muni Bond ETF in 2024 Q4 according to their latest regulatory filings, with 218 funds opening new positions, 649 increasing their positions, 465 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,507
Holders Change
+119
Holders Change %
+8.57%
% of All Funds
20.06%
Holding in Top 10
121
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+11.01%
% of All Funds
1.61%
New
218
Increased
649
Reduced
465
Closed
73
Calls
$74.3M
Puts
$144M
Net Calls
-$70.2M
Net Calls Change
-$78.8M
Name Holding Trade Value Shares
Change
Shares
Change %
WPWM
676
Windward Private Wealth Management
Kansas
$1.65M
TIM
677
Tortoise Investment Management
New York
$1.65M +$14K +131 +0.9%
TPA
678
Trivium Point Advisory
Connecticut
$1.64M +$589K +5,524 +56%
IA
679
IFG Advisors
Missouri
$1.64M +$158K +1,483 +11%
NCFG
680
New Century Financial Group
New Jersey
$1.64M +$16.5K +155 +1%
AF
681
Affiance Financial
Minnesota
$1.64M +$1.64M +15,361 New
PPC
682
Park Place Capital
Alabama
$1.63M -$228K -2,143 -12%
LIA
683
LifePlan Investment Advisors
North Carolina
$1.63M +$196K +1,844 +14%
CPP
684
Capasso Planning Partners
South Carolina
$1.63M -$638K -5,990 -28%
AWA
685
Arkadios Wealth Advisors
Georgia
$1.63M +$289K +2,716 +22%
RPCA
686
Running Point Capital Advisors
California
$1.63M -$165K -1,548 -9%
SEIA
687
Signature Estate & Investment Advisors
California
$1.62M +$658K +6,176 +68%
FNBOMD
688
First National Bank of Mount Dora
Florida
$1.62M +$153K +1,439 +10%
JCM
689
Jacobi Capital Management
Pennsylvania
$1.62M -$20.7K -194 -1%
M
690
MYeCFO
California
$1.62M -$239K -2,240 -13%
DIA
691
Dean Investment Associates
Ohio
$1.62M -$5.65K -53 -0.3%
SG
692
StoneX Group
New York
$1.62M +$371K +3,479 +30%
C
693
Croban
Ohio
$1.61M +$1.61M +15,140 New
FWM
694
ForthRight Wealth Management
Georgia
$1.61M -$106K -997 -6%
MPM
695
Meritage Portfolio Management
Kansas
$1.61M -$38.9K -365 -2%
CCM
696
Crabel Capital Management
California
$1.61M -$1.26M -11,851 -44%
WA
697
Wealthstar Advisors
Texas
$1.6M +$1.6M +15,045 New
IA
698
IFP Advisors
Florida
$1.6M +$345K +3,236 +27%
CCG
699
Cypress Capital Group
Florida
$1.6M -$936K -8,780 -37%
OFS
700
OneAscent Financial Services
Alabama
$1.6M +$1.6M +14,990 New