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iShares National Muni Bond ETF

1,364 hedge funds and large institutions have $32.7B invested in iShares National Muni Bond ETF in 2024 Q1 according to their latest regulatory filings, with 111 funds opening new positions, 599 increasing their positions, 458 reducing their positions, and 95 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,364
Holders Change
-6
Holders Change %
-0.44%
% of All Funds
19.77%
Holding in Top 10
118
Holding in Top 10 Change
-14
Holding in Top 10 Change %
-10.61%
% of All Funds
1.71%
New
111
Increased
599
Reduced
458
Closed
95
Calls
$186M
Puts
$237M
Net Calls
-$51M
Net Calls Change
-$132M
Name Holding Trade Value Shares
Change
Shares
Change %
DADC
751
D.A. Davidson & Co
Montana
$1M -$1.2M -11,115 -54%
HSA
752
HBK Sorce Advisory
Pennsylvania
$1M -$116K -1,075 -10%
HCM
753
Howard Capital Management
Georgia
$1M +$1M +9,300 New
QCM
754
Quantinno Capital Management
New York
$992K +$992K +9,222 New
LSA
755
Lansing Street Advisors
Pennsylvania
$991K +$230K +2,142 +30%
CFGF
756
Compass Financial Group (Florida)
Florida
$988K -$5.38K -50 -0.5%
GT
757
Glenview Trust
Kentucky
$985K +$175K +1,628 +22%
AI
758
AXS Investments
New York
$979K +$656K +6,100 +203%
AWS
759
Aspen Wealth Strategies
Colorado
$978K -$313K -2,908 -24%
LWANC
760
Laurel Wealth Advisors (North Carolina)
North Carolina
$971K +$1.18K +11 +0.1%
PFS
761
Prospera Financial Services
Texas
$967K -$51.9K -482 -5%
CCA
762
Cadent Capital Advisors
Oklahoma
$967K -$11.5K -107 -1%
IA
763
IFG Advisors
Missouri
$963K +$108K +1,008 +13%
WAM
764
Wakefield Asset Management
Colorado
$956K +$26.4K +245 +3%
ECM
765
Exchange Capital Management
Michigan
$953K +$481K +4,470 +102%
GWMIA
766
Global Wealth Management Investment Advisory
Florida
$949K -$350K -3,249 -27%
FA
767
FF Advisors
California
$948K +$589K +5,470 +164%
CC
768
Capstone Capital
Nevada
$944K -$176K -1,632 -16%
FFL
769
Financial Freedom LLC
Ohio
$943K +$753 +7 +0.1%
TF
770
Tompkins Financial
New York
$936K
CAL
771
Capital Advisors Ltd
Ohio
$934K +$24.7K +230 +3%
SCG
772
Sonata Capital Group
Washington
$931K -$10.8K -100 -1%
CA
773
Crumly & Associates
Illinois
$930K +$930K +8,644 New
OFP
774
OLIO Financial Planning
Virginia
$929K
DP
775
Denver PWM
Colorado
$926K -$7.26K -68 -0.8%