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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 %
PPWP
701
Proquility Private Wealth Partners
Nevada
$1.59M +$1.59M +14,964 New
CPBTD
702
Central Pacific Bank - Trust Division
Hawaii
$1.59M +$257K +2,408 +19%
ACS
703
Archford Capital Strategies
Illinois
$1.59M +$215K +2,019 +16%
PA
704
Pinnacle Associates
New York
$1.59M +$156K +1,463 +11%
SIA
705
SeaBridge Investment Advisors
New Jersey
$1.58M +$1.58M +14,828 New
MFWM
706
Motley Fool Wealth Management
Virginia
$1.56M +$1.56M +14,841 New
GWANC
707
Guardian Wealth Advisors (North Carolina)
North Carolina
$1.56M +$1.31M +12,311 +529%
SW
708
SMART Wealth
Nebraska
$1.55M +$458K +4,297 +42%
EWA
709
Etesian Wealth Advisors
Oregon
$1.55M -$585K -5,491 -27%
MYIA
710
Mount Yale Investment Advisors
Colorado
$1.54M +$597K +5,604 +63%
CWA
711
Canvas Wealth Advisors
Kansas
$1.54M +$153K +1,437 +11%
HSG
712
Helen Stephens Group
Texas
$1.53M -$70K -657 -4%
RSWA
713
Robinson Smith Wealth Advisors
Maine
$1.53M -$259K -2,435 -14%
GWP
714
Gen-Wealth Partners
Michigan
$1.52M +$110K +1,034 +8%
AIM
715
Advyzon Investment Management
Illinois
$1.52M +$1.52M +14,247 New
LWA
716
Lineweaver Wealth Advisors
Ohio
$1.51M +$124K +1,168 +9%
PMG
717
ProVise Management Group
Florida
$1.5M -$997K -9,355 -40%
FWM
718
FLP Wealth Management
Arkansas
$1.5M +$1.5M +14,092 New
CWA
719
Consilio Wealth Advisors
Washington
$1.49M +$85.2K +800 +6%
TI
720
Tidal Investments
Wisconsin
$1.49M -$6.82K -64 -0.5%
CCC
721
Chesapeake Capital Corp
Florida
$1.49M -$6.82K -64 -0.5%
MWM
722
Meridian Wealth Management
Kentucky
$1.49M +$44.8K +420 +3%
SCG
723
Sonata Capital Group
Washington
$1.49M +$82.1K +770 +6%
PS
724
Pinney & Scofield
Massachusetts
$1.47M +$1.47M +13,830 New
WWM
725
Western Wealth Management
Colorado
$1.46M +$188K +1,767 +15%