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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 %
PFA
701
Petra Financial Advisors
Colorado
$1.22M
AWA
702
Arkadios Wealth Advisors
Georgia
$1.22M -$39.9K -371 -3%
PP
703
Patten & Patten
Tennessee
$1.21M +$1.21M +11,240 New
GPW
704
Gray Private Wealth
Massachusetts
$1.21M +$1.21M +11,209 New
SWM
705
Spire Wealth Management
Virginia
$1.2M +$142K +1,321 +13%
CW
706
Cooksen Wealth
Texas
$1.2M -$3.98K -37 -0.3%
GLLW
707
Graves Light Lenhart Wealth
Virginia
$1.19M -$121K -1,121 -9%
LWM
708
LJI Wealth Management
Indiana
$1.18M +$12.4K +115 +1%
Qube Research & Technologies (QRT)
709
Qube Research & Technologies (QRT)
United Kingdom
$1.18M +$998K +9,271 +546%
RC
710
Roundview Capital
New Jersey
$1.17M -$19.7K -183 -2%
DC
711
Davenport & Co
Virginia
$1.17M -$94K -874 -7%
FPW
712
Flagship Private Wealth
Massachusetts
$1.16M +$563K +5,234 +94%
DAM
713
Derbend Asset Management
Georgia
$1.15M +$406K +3,770 +54%
LWA
714
Lineweaver Wealth Advisors
Ohio
$1.15M +$261K +2,421 +29%
AWAG
715
ARS Wealth Advisors Group
Florida
$1.14M
FWM
716
Fairhaven Wealth Management
Illinois
$1.13M -$36.4K -338 -3%
IC
717
Inscription Capital
Texas
$1.13M -$118K -1,093 -9%
4WM
718
4J Wealth Management
Virginia
$1.13M -$1.76M -16,326 -61%
FWM
719
Forza Wealth Management
Florida
$1.12M
KFP
720
KMG Fiduciary Partners
Ohio
$1.11M -$1.83K -17 -0.2%
CIP
721
Cornerstone Investment Partners
Georgia
$1.11M +$301K +2,801 +37%
WT
722
Whittier Trust
California
$1.1M -$961K -8,928 -47%
TSS
723
Two Sigma Securities
New York
$1.09M +$598K +5,555 +121%
TCM
724
Twele Capital Management
Minnesota
$1.09M +$29.7K +276 +3%
PIA
725
Petredis Investment Advisors
Pennsylvania
$1.09M