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iShares National Muni Bond ETF

1,370 hedge funds and large institutions have $34.8B invested in iShares National Muni Bond ETF in 2023 Q4 according to their latest regulatory filings, with 272 funds opening new positions, 484 increasing their positions, 493 reducing their positions, and 102 closing their positions.

Holders
1,370
Holders Change
+154
Holders Change %
+12.66%
% of All Funds
20.09%
Holding in Top 10
132
Holding in Top 10 Change
+18
Holding in Top 10 Change %
+15.79%
% of All Funds
1.94%
New
272
Increased
484
Reduced
493
Closed
102
Calls
$179M
Puts
$97.9M
Net Calls
+$80.7M
Net Calls Change
+$62M
Name Market Value Shares Shares
Change
Shares
Change %
Barclays
51
Barclays
United Kingdom
$101M 928,608 +928,608 New
FG
52
Foster Group
Iowa
$92.8M 905,251
AAS
53
Avantax Advisory Services
Texas
$92.6M 854,539 +136,309 +19%
EI
54
Ellevest Inc
New York
$90.9M 838,769 +4,575 +0.5%
Corient Private Wealth
55
Corient Private Wealth
Florida
$89.2M 822,848 +67,515 +9%
OCM
56
One Capital Management
California
$87.2M 804,562 +3,023 +0.4%
Bessemer Group
57
Bessemer Group
New Jersey
$85.7M 790,207 +497,824 +170%
PCM
58
Price Capital Management
Louisiana
$79.8M 736,060 +736,060 New
RJFSA
59
Raymond James Financial Services Advisors
Florida
$77.8M 717,654 -4,221 -0.6%
Cerity Partners
60
Cerity Partners
New York
$77.1M 710,775 +106,110 +18%
CAPTRUST Financial Advisors
61
CAPTRUST Financial Advisors
North Carolina
$74.9M 690,477 +108,310 +19%
CAN
62
Cetera Advisor Networks
California
$73.8M 680,977 -18,790 -3%
Renaissance Technologies
63
Renaissance Technologies
New York
$73.6M 678,800 +670,600 +8,178%
Cetera Investment Advisers
64
Cetera Investment Advisers
Illinois
$71.8M 662,349 +41,781 +7%
Bank of Montreal
65
Bank of Montreal
Ontario, Canada
$70.3M 647,853 +105,137 +19%
Natixis Advisors
66
Natixis Advisors
Massachusetts
$69M 636,204 +410,424 +182%
AGA
67
Arkos Global Advisors
Texas
$68.9M 635,272 -73,284 -10%
UCFA
68
United Capital Financial Advisors
Texas
$68.7M 633,621 -401,581 -39%
CAG
69
Crestwood Advisors Group
Massachusetts
$67.6M 623,950 -117,493 -16%
AWM
70
AE Wealth Management
Kansas
$65.9M 611,798 +41,246 +7%
Prudential Financial
71
Prudential Financial
New Jersey
$64.5M 594,695 +250,644 +73%
WANY
72
Wealthspire Advisors (New York)
New York
$64.3M 593,071 +114,632 +24%
Wealth Enhancement Advisory Services
73
Wealth Enhancement Advisory Services
Minnesota
$62.7M 578,380 +244,657 +73%
CCM
74
Coldstream Capital Management
Washington
$62.5M 576,611 +101,495 +21%
PCIA
75
Prime Capital Investment Advisors
Kansas
$61.9M 571,192 +288,522 +102%