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iShares National Muni Bond ETF

1,336 hedge funds and large institutions have $32.5B invested in iShares National Muni Bond ETF in 2024 Q2 according to their latest regulatory filings, with 106 funds opening new positions, 633 increasing their positions, 427 reducing their positions, and 116 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,336
Holders Change
-28
Holders Change %
-2.05%
% of All Funds
19.43%
Holding in Top 10
117
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-0.85%
% of All Funds
1.7%
New
106
Increased
633
Reduced
427
Closed
116
Calls
$6.12M
Puts
$187M
Net Calls
-$181M
Net Calls Change
-$130M
Name Holding Trade Value Shares
Change
Shares
Change %
MPWT
776
MassMutual Private Wealth & Trust
Connecticut
$931K -$469K -4,399 -33%
OFP
777
OLIO Financial Planning
Virginia
$927K -$2.28K -21 -0.2%
TF
778
Tompkins Financial
New York
$926K
PFWA
779
Paces Ferry Wealth Advisors
Georgia
$917K +$29.8K +280 +3%
PCA
780
Pallas Capital Advisors
Massachusetts
$907K
MFGP
781
Marshall Financial Group (Pennsylvania)
Pennsylvania
$906K +$40.1K +376 +5%
SVWAG
782
Sound View Wealth Advisors Group
Georgia
$905K +$16.5K +155 +2%
FA
783
FF Advisors
California
$899K -$38.9K -365 -4%
AFS
784
AFG Fiduciary Services
Massachusetts
$899K -$1.29K -12 -0.1%
KWA
785
Kingswood Wealth Advisors
California
$898K +$314K +2,946 +54%
I
786
INVST
Indiana
$892K +$121K +1,139 +16%
BCA
787
Ballentine Capital Advisors
South Carolina
$889K
PFS
788
Prospera Financial Services
Texas
$889K -$69K -647 -7%
SIA
789
Spectrum Investment Advisors
Wisconsin
$887K +$40.4K +379 +5%
Members Trust
790
Members Trust
Florida
$886K
HCM
791
Highview Capital Management
Illinois
$886K
AI
792
Accredited Investors
Minnesota
$882K +$16.8K +158 +2%
WHCI
793
W.H. Cornerstone Investments
Massachusetts
$880K +$43.6K +409 +5%
AC
794
ASB Consultores
Florida
$877K
OC
795
Oarsman Capital
Wisconsin
$873K
CAC
796
Certified Advisory Corp
Florida
$873K +$1.6K +15 +0.2%
KP
797
Keel Point
Alabama
$870K +$50.6K +469 +6%
MFG
798
Magnus Financial Group
New York
$867K -$161K -1,511 -16%
TCM
799
Traynor Capital Management
Pennsylvania
$866K -$10.2K -96 -1%
NCM
800
Noesis Capital Mangement
Florida
$865K