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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 %
GSWM
751
Greenup Street Wealth Management
Michigan
$1.09M +$1.09M +10,035 New
NP
752
Nilsine Partners
Colorado
$1.09M -$56.8K -524 -5%
Victory Capital Management
753
Victory Capital Management
Texas
$1.08M +$1.08M +10,000 New
WB
754
Webster Bank
Connecticut
$1.08M +$1.08M +10,000 New
HAIM
755
Hunter Associates Investment Management
Pennsylvania
$1.08M -$130K -1,200 -11%
UBV
756
United Bank (Virginia)
Virginia
$1.08M -$2.06M -18,993 -66%
PCA
757
Pallas Capital Advisors
Massachusetts
$1.07M -$664K -6,122 -38%
TCM
758
Twele Capital Management
Minnesota
$1.07M -$1.45M -13,329 -57%
AF
759
Apexium Financial
Texas
$1.07M -$1.37M -12,631 -56%
SWM
760
Spire Wealth Management
Virginia
$1.06M +$131K +1,223 +14%
AI
761
Accredited Investors
Minnesota
$1.06M +$12.7K +117 +1%
RBC
762
Romano Brothers & Co
Illinois
$1.06M -$93.1K -859 -8%
OA
763
Operose Advisors
Wisconsin
$1.05M -$2.75M -25,372 -72%
CIM
764
Corda Investment Management
Texas
$1.05M +$1.05M +9,674 New
AI
765
Arrien Investments
Idaho
$1.04M +$12.3K +113 +1%
ACA
766
Aptus Capital Advisors
Alabama
$1.04M +$6.72K +62 +0.7%
CWS
767
Confluence Wealth Services
Pennsylvania
$1.04M +$1.04M +9,581 New
SG
768
StoneX Group
New York
$1.04M +$1.04M +9,568 New
BAM
769
Belpointe Asset Management
Nevada
$1.03M -$476K -4,391 -32%
PFS
770
Prospera Financial Services
Texas
$1.03M -$154K -1,422 -13%
HS
771
Horan Securities
United States
$1.02M +$172K +1,586 +20%
AA
772
AlphaQ Advisors
Florida
$1.02M +$8.35K +77 +0.8%
TI
773
Tidal Investments
Wisconsin
$1.01M +$1.01M +9,356 New
LIA
774
LifePlan Investment Advisors
North Carolina
$1.01M +$224K +2,065 +28%
SP
775
Stonebrook Private
Michigan
$1.01M +$1.01M +9,337 New