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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 %
Osaic Holdings
51
Osaic Holdings
Arizona
$85.7M -$71.4M -663,932 -45%
BNP Paribas Financial Markets
52
BNP Paribas Financial Markets
France
$83.2M +$67.8M +630,515 +443%
Cerity Partners
53
Cerity Partners
New York
$81.7M +$5.22M +48,514 +7%
OIA
54
OneDigital Investment Advisors
Kansas
$75.5M +$15.7M +145,541 +26%
CAN
55
Cetera Advisor Networks
California
$73.9M +$638K +5,928 +0.9%
RJFSA
56
Raymond James Financial Services Advisors
Florida
$71.8M -$5.37M -49,912 -7%
Wealth Enhancement Advisory Services
57
Wealth Enhancement Advisory Services
Minnesota
$70.1M +$7.88M +73,249 +13%
CAG
58
Crestwood Advisors Group
Massachusetts
$69.1M +$1.95M +18,111 +3%
AGA
59
Arkos Global Advisors
Texas
$69M +$693K +6,437 +1%
UCFA
60
United Capital Financial Advisors
Texas
$66.5M -$1.71M -15,924 -3%
State of Wisconsin Investment Board
61
State of Wisconsin Investment Board
Wisconsin
$65.4M +$5.37M +49,900 +9%
Stifel Financial
62
Stifel Financial
Missouri
$63.6M +$4.59M +42,683 +8%
PCIA
63
Prime Capital Investment Advisors
Kansas
$63M +$1.55M +14,416 +3%
FMWA
64
Forvis Mazars Wealth Advisors
Missouri
$62M +$4.23M +39,276 +7%
WANY
65
Wealthspire Advisors (New York)
New York
$60.8M -$3.01M -27,968 -5%
BPA
66
Beacon Pointe Advisors
California
$60.6M +$770K +7,160 +1%
OPS
67
Orion Portfolio Solutions
Nebraska
$59.5M +$900K +8,365 +2%
BCI
68
Brinker Capital Investments
Pennsylvania
$59.5M +$900K +8,365 +2%
Prudential Financial
69
Prudential Financial
New Jersey
$59M -$5.02M -46,630 -8%
Financial Engines Advisors
70
Financial Engines Advisors
California
$58.4M +$4.29M +39,846 +8%
Bank of Montreal
71
Bank of Montreal
Ontario, Canada
$57.9M -$11.8M -109,689 -17%
CCM
72
Coldstream Capital Management
Washington
$57.4M -$4.62M -42,976 -7%
MAS
73
Meeder Advisory Services
Ohio
$56M +$2.93M +27,225 +6%
Bessemer Group
74
Bessemer Group
New Jersey
$54.2M -$30.8M -286,642 -36%
Pathstone Holdings
75
Pathstone Holdings
New Jersey
$53.7M -$593K -5,507 -1%