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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.

New
Increased
Maintained
Reduced
Closed
Holders
1,370
Holders Change
+154
Holders Change %
+12.66%
% of All Funds
20.08%
Holding in Top 10
132
Holding in Top 10 Change
+18
Holding in Top 10 Change %
+15.79%
% of All Funds
1.93%
New
272
Increased
484
Reduced
493
Closed
102
Calls
$179M
Puts
$97.9M
Net Calls
+$80.7M
Net Calls Change
+$62M
Name Holding Trade Value Shares
Change
Shares
Change %
PWA
726
Physician Wealth Advisors
Utah
$1.2M -$87.4K -813 -7%
RC
727
Roundview Capital
New Jersey
$1.2M +$593K +5,473 +98%
FSG
728
Financial Strategies Group
Michigan
$1.2M +$466K +4,333 +64%
CWI
729
Conscious Wealth Investments
Florida
$1.19M +$1.19M +11,080 New
FWM
730
Fairhaven Wealth Management
Illinois
$1.18M -$809K -7,462 -41%
LWM
731
LJI Wealth Management
Indiana
$1.18M +$12.9K +119 +1%
WWA
732
WCG Wealth Advisors
Nevada
$1.18M -$160K -1,478 -12%
PFA
733
Professional Financial Advisors
Nebraska
$1.17M +$12.3K +113 +1%
SWA
734
Sax Wealth Advisors
New Jersey
$1.17M +$544K +5,017 +87%
MCC
735
Money Concepts Capital
Florida
$1.17M +$68.2K +629 +6%
VCA
736
Verdence Capital Advisors
Maryland
$1.16M -$22.4K -207 -2%
AWAG
737
ARS Wealth Advisors Group
Florida
$1.15M +$21.7K +200 +2%
BDFN
738
Bond & Devick Financial Network
Minnesota
$1.14M +$55.9K +516 +5%
NAM
739
NTV Asset Management
West Virginia
$1.14M
SIA
740
Schechter Investment Advisors
Michigan
$1.14M +$8.02K +74 +0.7%
CT
741
Cambridge Trust
Massachusetts
$1.14M +$284K +2,623 +33%
CC
742
Capstone Capital
Nevada
$1.13M +$1.13M +10,402 New
FWM
743
Forza Wealth Management
Florida
$1.13M +$1.13M +10,400 New
HSA
744
HBK Sorce Advisory
Pennsylvania
$1.13M +$45.1K +416 +4%
B
745
Bridgeworth
Alabama
$1.12M +$1.12M +10,375 New
KFP
746
KMG Fiduciary Partners
Ohio
$1.12M -$691K -6,378 -38%
AAS
747
Ameritas Advisory Services
Nebraska
$1.1M -$292K -2,702 -21%
PA
748
PFG Advisors
Arizona
$1.1M -$99.1K -914 -8%
PIA
749
Petredis Investment Advisors
Pennsylvania
$1.1M +$1.1M +10,155 New
SFFS
750
Stonehage Fleming Financial Services
Jersey
$1.1M +$7.37K +68 +0.7%