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iShares National Muni Bond ETF

1,388 hedge funds and large institutions have $34.6B invested in iShares National Muni Bond ETF in 2024 Q3 according to their latest regulatory filings, with 124 funds opening new positions, 645 increasing their positions, 427 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,388
Holders Change
+52
Holders Change %
+3.89%
% of All Funds
20.08%
Holding in Top 10
109
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-6.84%
% of All Funds
1.58%
New
124
Increased
645
Reduced
427
Closed
58
Calls
$55M
Puts
$46.3M
Net Calls
+$8.65M
Net Calls Change
+$189M
Name Holding Trade Value Shares
Change
Shares
Change %
FF
701
Francis Financial
$1.35M +$19.7K +181 +1%
EWS
702
Evergreen Wealth Solutions
Pennsylvania
$1.34M -$366K -3,372 -21%
HWMG
703
Hurlow Wealth Management Group
Indiana
$1.34M +$10.3K +95 +0.8%
EWM
704
Elmwood Wealth Management
California
$1.33M +$43.5K +400 +3%
SYBT
705
Stock Yards Bank & Trust
Kentucky
$1.33M -$168K -1,542 -11%
AF
706
Apollon Financial
South Carolina
$1.32M +$6.63K +61 +0.5%
APC
707
Aspire Private Capital
North Carolina
$1.32M +$83.8K +771 +7%
OMC
708
Old Mission Capital
Illinois
$1.32M -$10.2M -94,306 -89%
GSWM
709
Greenup Street Wealth Management
Michigan
$1.31M -$67.6K -622 -5%
PP
710
PrairieView Partners
Minnesota
$1.31M +$32.6K +300 +3%
DSC
711
Duncker Streett & Co
Missouri
$1.3M -$125K -1,147 -9%
WWM
712
Western Wealth Management
Colorado
$1.3M +$204K +1,881 +19%
Vanguard Group
713
Vanguard Group
Pennsylvania
$1.29M +$723K +6,656 +126%
DC
714
Dorval Corp
Minnesota
$1.29M +$26.4K +245 +2%
SSW
715
Stone Summit Wealth
Florida
$1.29M -$6.19K -57 -0.5%
ATPW
716
Ashton Thomas Private Wealth
Arizona
$1.28M +$13.4K +123 +1%
PPP
717
Private Portfolio Partners
New Jersey
$1.28M +$1.28M +11,820 New
GLA
718
Good Life Advisors
Pennsylvania
$1.28M +$1.06M +9,739 +471%
IA
719
IFP Advisors
Florida
$1.28M +$217 +2 +0%
AIP
720
Almanack Investment Partners
Pennsylvania
$1.28M -$196K -1,800 -13%
SPWG
721
Syntegra Private Wealth Group
Missouri
$1.28M -$238K -2,189 -16%
IC
722
Inscription Capital
Texas
$1.27M -$18.8K -173 -1%
YWM
723
Yardley Wealth Management
Pennsylvania
$1.27M +$1.27M +11,709 New
SG
724
StoneX Group
New York
$1.27M +$248K +2,283 +24%
PAA
725
Peregrine Asset Advisers
Oregon
$1.27M