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iShares National Muni Bond ETF

1,216 hedge funds and large institutions have $30.2B invested in iShares National Muni Bond ETF in 2023 Q3 according to their latest regulatory filings, with 101 funds opening new positions, 518 increasing their positions, 430 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,216
Holders Change
+3
Holders Change %
+0.25%
% of All Funds
19.39%
Holding in Top 10
114
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+12.87%
% of All Funds
1.82%
New
101
Increased
518
Reduced
430
Closed
84
Calls
$21.8M
Puts
$3.09M
Net Calls
+$18.7M
Net Calls Change
+$20.5M
Name Holding Trade Value Shares
Change
Shares
Change %
WWM
751
Western Wealth Management
Colorado
$802K +$224K +2,184 +39%
GAM
752
GEM Asset Management
Michigan
$800K +$4.62K +45 +0.6%
CAC
753
Certified Advisory Corp
Florida
$798K -$89.9K -877 -10%
MYIA
754
Mount Yale Investment Advisors
Colorado
$796K +$78.3K +764 +11%
PFWA
755
Paces Ferry Wealth Advisors
Georgia
$794K +$537K +5,236 +208%
IA
756
IFG Advisors
Missouri
$790K -$77.9K -760 -9%
PP
757
Patron Partners
Texas
$787K -$161K -1,567 -17%
RFP
758
RCS Financial Planning
Maryland
$785K -$486K -4,735 -38%
DI
759
Diligent Investors
California
$782K -$19.7K -192 -2%
PI
760
PFG Investments
New York
$779K +$113K +1,100 +17%
WFA
761
West Financial Advisors
Iowa
$774K +$87.9K +857 +13%
Citadel Advisors
762
Citadel Advisors
Florida
$774K -$536K -5,232 -41%
FA
763
Fiducient Advisors
Illinois
$772K -$7.08K -69 -0.9%
VC
764
Veracity Capital
Georgia
$765K +$58.2K +568 +8%
SSWM
765
Smith Salley Wealth Management
North Carolina
$761K -$267K -2,599 -26%
MFGP
766
Marshall Financial Group (Pennsylvania)
Pennsylvania
$760K -$23.7K -231 -3%
MPCG
767
Matrix Private Capital Group
New York
$755K -$5.13K -50 -0.7%
CFG
768
Cooper Financial Group
California
$752K +$35.9K +350 +5%
NFG
769
Nations Financial Group
Iowa
$750K +$115K +1,121 +18%
ATPW
770
Ashton Thomas Private Wealth
Arizona
$749K -$387K -3,777 -34%
RIG
771
RiverFront Investment Group
Virginia
$748K
LIA
772
LifePlan Investment Advisors
North Carolina
$747K -$18K -176 -2%
LW
773
Linscomb Wealth
Texas
$745K -$19.2K -187 -3%
ATC
774
Argent Trust Co
Tennessee
$738K -$195K -1,900 -21%
KP
775
Keel Point
Alabama
$736K -$71.9K -701 -9%