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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 %
CW
751
Cooksen Wealth
Texas
$1.34M +$133K +1,250 +11%
DC
752
Dorval Corp
Minnesota
$1.33M +$53.2K +499 +4%
OWP
753
ORG Wealth Partners
Texas
$1.33M +$204K +1,911 +18%
MWM
754
MorganRosel Wealth Management
Colorado
$1.33M -$244K -2,294 -16%
BRWA
755
B. Riley Wealth Advisors
Florida
$1.32M -$285K -2,676 -18%
CFO
756
Collective Family Office
Pennsylvania
$1.32M -$269K -2,528 -17%
MFGP
757
Marshall Financial Group (Pennsylvania)
Pennsylvania
$1.31M +$396K +3,714 +43%
EWM
758
Elmwood Wealth Management
California
$1.31M
WWA
759
WCG Wealth Advisors
Nevada
$1.31M +$160K +1,506 +14%
SIG
760
Spinnaker Investment Group
California
$1.3M -$423K -3,966 -24%
HWMG
761
Hurlow Wealth Management Group
Indiana
$1.29M -$26.1K -245 -2%
MPWT
762
MassMutual Private Wealth & Trust
Connecticut
$1.28M +$302K +2,838 +31%
DADC
763
D.A. Davidson & Co
Montana
$1.27M -$130K -1,224 -9%
PPP
764
Private Portfolio Partners
New Jersey
$1.27M +$7.78K +73 +0.6%
GC
765
Guidance Capital
Kentucky
$1.26M +$1.26M +11,896 New
CFA
766
Cahill Financial Advisors
Minnesota
$1.26M +$147K +1,380 +13%
SSW
767
Stone Summit Wealth
Florida
$1.26M -$5.54K -52 -0.4%
HP
768
Haven Private
Florida
$1.25M +$1.25M +11,765 New
AF
769
Arrow Financial
New York
$1.25M -$141K -1,326 -10%
YWM
770
Yardley Wealth Management
Pennsylvania
$1.24M -$4.9K -46 -0.4%
JSW
771
Journey Strategic Wealth
New Jersey
$1.24M +$389K +3,650 +46%
AWM
772
Aegis Wealth Management
Maryland
$1.23M +$1.23M +11,575 New
JFA
773
JNBA Financial Advisors
Minnesota
$1.23M
GSWM
774
Greenup Street Wealth Management
Michigan
$1.22M -$67.8K -636 -5%
TA
775
TFB Advisors
Kansas
$1.22M +$41.1K +386 +3%