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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.

Holders
1,507
Holders Change
+119
Holders Change %
+8.57%
% of All Funds
20.07%
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 Market Value Shares Shares
Change
Shares
Change %
EWA
51
EP Wealth Advisors
California
$112M 1,050,511 +110,174 +12%
PAS
52
Park Avenue Securities
New York
$110M 1,033,611 +85,183 +9%
Osaic Holdings
53
Osaic Holdings
Arizona
$107M 1,518,835 +732,628 +93%
OFG
54
Oxford Financial Group
Indiana
$102M 955,656 -11,922 -1%
EI
55
Ellevest Inc
New York
$99.8M 936,540 -7,691 -0.8%
Natixis Advisors
56
Natixis Advisors
Massachusetts
$94.8M 889,955 +748,766 +530%
BL
57
Balentine LLC
Georgia
$93.7M 879,575 -6,228 -0.7%
OIA
58
OneDigital Investment Advisors
Kansas
$85M 797,590 -12,790 -2%
MAS
59
Meeder Advisory Services
Ohio
$84.2M 789,869 +71,813 +10%
Cerity Partners
60
Cerity Partners
New York
$80.5M 755,548 +27,273 +4%
AGA
61
Arkos Global Advisors
Texas
$77.6M 727,982 +16,169 +2%
OPS
62
Orion Portfolio Solutions
Nebraska
$77.4M 726,230 +72,365 +11%
BCI
63
Brinker Capital Investments
Pennsylvania
$77.4M 726,230 +72,365 +11%
Focus Partners Wealth
64
Focus Partners Wealth
Massachusetts
$77.4M 726,195 +356,368 +96%
Corient Private Wealth
65
Corient Private Wealth
Florida
$73.3M 687,472 -83,295 -11%
Carson Wealth (CWM LLC)
66
Carson Wealth (CWM LLC)
Nebraska
$72.8M 683,531 -108,826 -14%
Stifel Financial
67
Stifel Financial
Missouri
$70.4M 660,474 -14,073 -2%
FMWA
68
Forvis Mazars Wealth Advisors
Missouri
$68M 637,905 +53,544 +9%
CAG
69
Crestwood Advisors Group
Massachusetts
$67.6M 634,334 -19,786 -3%
State of Wisconsin Investment Board
70
State of Wisconsin Investment Board
Wisconsin
$64.8M 607,800
WL
71
WIT LLC
District of Columbia
$63.8M 291,331 +291,038 +99,330%
PCIA
72
Prime Capital Investment Advisors
Kansas
$63.7M 597,523 +3,954 +0.7%
UCFA
73
United Capital Financial Advisors
Texas
$63.7M 597,477 -26,874 -4%
WANY
74
Wealthspire Advisors (New York)
New York
$62.3M 584,735 -13,148 -2%
Financial Engines Advisors
75
Financial Engines Advisors
California
$62.1M 582,827 +7,582 +1%