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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 %
TTWM
776
TCV Trust & Wealth Management
Virginia
$924K +$10.8K +100 +1%
WAL
777
W Advisors LLC
Tennessee
$924K -$401K -3,726 -30%
WA
778
Wealth Alliance
New York
$924K +$327K +3,039 +55%
ES
779
Eagle Strategies
New York
$912K +$912K +8,473 New
CTWM
780
Cherry Tree Wealth Management
Minnesota
$911K
PCA
781
Pallas Capital Advisors
Massachusetts
$909K -$155K -1,440 -15%
NFP
782
Narus Financial Partners
Utah
$908K -$17.8K -165 -2%
AAG
783
Armstrong Advisory Group
Massachusetts
$899K
AFS
784
AFG Fiduciary Services
Massachusetts
$898K +$276K +2,580 +44%
SVWAG
785
Sound View Wealth Advisors Group
Georgia
$897K -$4.73K -44 -0.5%
PFWA
786
Paces Ferry Wealth Advisors
Georgia
$896K
Members Trust
787
Members Trust
Florida
$895K +$18.4K +171 +2%
HCM
788
Highview Capital Management
Illinois
$894K
HT
789
Headlands Technologies
Illinois
$894K +$894K +8,307 New
BCA
790
Ballentine Capital Advisors
South Carolina
$893K
MFG
791
Merit Financial Group
Georgia
$891K +$51.6K +484 +6%
AC
792
ASB Consultores
Florida
$886K +$159K +1,480 +22%
TCM
793
Traynor Capital Management
Pennsylvania
$885K -$820K -7,621 -48%
EFM
794
Eley Financial Management
Vermont
$884K
OC
795
Oarsman Capital
Wisconsin
$882K +$156K +1,453 +22%
PCA
796
Prosperity Capital Advisors
Ohio
$881K -$344K -3,195 -28%
CAC
797
Certified Advisory Corp
Florida
$880K +$68.6K +638 +8%
RL
798
Rogco LP
Oklahoma
$876K +$53.5K +497 +7%
MFGP
799
Marshall Financial Group (Pennsylvania)
Pennsylvania
$874K -$50.9K -473 -6%
HB
800
HTLF Bank
Colorado
$874K +$176K +1,636 +25%