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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.

New
Increased
Maintained
Reduced
Closed
Holders
1,507
Holders Change
+119
Holders Change %
+8.57%
% of All Funds
20.06%
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 Holding Trade Value Shares
Change
Shares
Change %
RWA
726
Rooted Wealth Advisors
Illinois
$1.45M -$35.1K -330 -2%
EFG
727
Everhart Financial Group
Ohio
$1.44M -$320 -3 -0%
CA
728
Claro Advisors
Massachusetts
$1.43M -$51K -479 -3%
LPAM
729
Lodestar Private Asset Management
California
$1.42M -$86.4K -811 -6%
TFGT
730
TS Financial Group (TSFG)
Illinois
$1.42M +$36.1K +339 +3%
PFA
731
Petra Financial Advisors
Colorado
$1.41M +$62K +582 +5%
GC
732
Grimes & Company
Massachusetts
$1.41M +$895K +8,401 +172%
SWC
733
Spectrum Wealth Counsel
Indiana
$1.41M +$28.2K +265 +2%
AAS
734
Annex Advisory Services
Wisconsin
$1.41M +$363K +3,408 +35%
LWA
735
LifeGoal Wealth Advisors
New York
$1.41M +$1.41M +13,214 New
BDFN
736
Bond & Devick Financial Network
Minnesota
$1.39M
HS
737
Horan Securities
United States
$1.39M +$32.6K +306 +2%
PA
738
PFG Advisors
Arizona
$1.39M -$145K -1,360 -9%
AA
739
Advisory Alpha
Michigan
$1.39M +$180K +1,690 +15%
SW
740
Simplicity Wealth
New Jersey
$1.39M -$6.65M -62,405 -83%
Walleye Trading
741
Walleye Trading
New York
$1.39M +$1.39M +13,000 New
RCS
742
Retirement Capital Strategies
California
$1.37M
RIM
743
Rockbridge Investment Management
New York
$1.37M +$7.78K +73 +0.6%
FPGK
744
Financial Partners Group (Kansas)
Kansas
$1.36M +$14.1K +132 +1%
AWM
745
Apex Wealth Management
New Hampshire
$1.36M +$1.36M +12,753 New
CIM
746
Cambria Investment Management
California
$1.35M +$19.1K +179 +1%
JBW
747
Journey Beyond Wealth
Georgia
$1.35M +$1.35M +12,680 New
NA
748
Note Advisors
New York
$1.34M +$1.34M +12,620 New
FNBSF
749
First National Bank Sioux Falls
South Dakota
$1.34M
EGA
750
Eagle Global Advisors
Texas
$1.34M