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iShares National Muni Bond ETF

1,201 hedge funds and large institutions have $26.7B invested in iShares National Muni Bond ETF in 2023 Q1 according to their latest regulatory filings, with 111 funds opening new positions, 519 increasing their positions, 424 reducing their positions, and 82 closing their positions.

Holders
1,201
Holders Change
-1
Holders Change %
-0.08%
% of All Funds
19.23%
Holding in Top 10
118
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-4.84%
% of All Funds
1.89%
New
111
Increased
519
Reduced
424
Closed
82
Calls
$1.94M
Puts
$2.44M
Net Calls
-$497K
Net Calls Change
+$2.52M
Name Market Value Shares Shares
Change
Shares
Change %
AAS
51
Avantax Advisory Services
Texas
$63.3M 587,098 +9,872 +2%
CAN
52
Cetera Advisor Networks
California
$62.5M 580,409 -29,966 -5%
CAG
53
Crestwood Advisors Group
Massachusetts
$61.9M 574,904 +248,332 +76%
RWP
54
RWA Wealth Partners
Massachusetts
$61.1M 566,825 +9,896 +2%
CAPTRUST Financial Advisors
55
CAPTRUST Financial Advisors
North Carolina
$61.1M 566,696 -44,203 -7%
Stifel Financial
56
Stifel Financial
Missouri
$60M 556,779 +157,534 +39%
AGA
57
Arkos Global Advisors
Texas
$59.5M 551,866 +254,294 +85%
BPA
58
Beacon Pointe Advisors
California
$58.7M 545,101 -26,646 -5%
PMFA
59
Plante Moran Financial Advisors
Michigan
$57.7M 535,853 -82,149 -13%
AWA
60
Alaska Wealth Advisors
Alaska
$57.2M 530,772 +98,023 +23%
Bessemer Group
61
Bessemer Group
New Jersey
$55M 510,721 -160,130 -24%
WAP
62
Wealthcare Advisory Partners
Pennsylvania
$53.5M 496,371 +123,364 +33%
AWM
63
AE Wealth Management
Kansas
$52.5M 487,737 +7,239 +2%
WANY
64
Wealthspire Advisors (New York)
New York
$52.4M 486,385 -38,221 -7%
MAS
65
Meeder Advisory Services
Ohio
$52M 483,012 +31,088 +7%
CCM
66
Coldstream Capital Management
Washington
$51.8M 480,529 -102,636 -18%
AWS
67
AJ Wealth Strategies
New York
$50.7M 470,177 -11,598 -2%
BCI
68
Brinker Capital Investments
Pennsylvania
$50.6M 469,317 +216,876 +86%
OPS
69
Orion Portfolio Solutions
Nebraska
$50.6M 469,317 +249,000 +113%
Bank of Montreal
70
Bank of Montreal
Ontario, Canada
$50.5M 468,198 +35,223 +8%
CCA
71
Column Capital Advisors
Indiana
$48.5M 450,290 +1,324 +0.3%
CFG
72
Citizens Financial Group
Rhode Island
$48M 445,377 -213,889 -32%
Financial Engines Advisors
73
Financial Engines Advisors
California
$47.6M 441,403 -11,496 -3%
JWA
74
JFS Wealth Advisors
Pennsylvania
$45.2M 419,271 -1,066 -0.3%
HSBC Holdings
75
HSBC Holdings
United Kingdom
$43.3M 402,019 +369,381 +1,132%