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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 %
KFP
776
KMG Fiduciary Partners
Ohio
$1.22M +$32.6K +306 +3%
FNWM
777
Financial Network Wealth Management
Utah
$1.21M
SC
778
Sepio Capital
Utah
$1.21M
AIP
779
Almanack Investment Partners
Pennsylvania
$1.2M -$53.2K -499 -4%
AF
780
Apexium Financial
Texas
$1.2M +$20.8K +195 +2%
RC
781
Roundview Capital
New Jersey
$1.19M
BW
782
BIP Wealth
Georgia
$1.19M +$43.9K +412 +4%
I
783
INVST
Indiana
$1.18M +$92.8K +871 +9%
AWAG
784
ARS Wealth Advisors Group
Florida
$1.17M +$213K +2,000 +22%
CNBOF
785
City National Bank of Florida
Florida
$1.17M +$1.17M +10,982 New
OC
786
Oarsman Capital
Wisconsin
$1.17M +$25.3K +237 +2%
CFGF
787
Compass Financial Group (Florida)
Florida
$1.17M +$1.71K +16 +0.1%
AQR Capital Management
788
AQR Capital Management
Connecticut
$1.17M +$56K +526 +5%
WCP
789
Wealthcare Capital Partners
Pennsylvania
$1.17M +$1.17M +10,956 New
GWCM
790
Godshalk Welsh Capital Management
Pennsylvania
$1.16M +$210K +1,975 +22%
CPSC
791
Carl P. Sherr & Co
Massachusetts
$1.15M -$436K -4,091 -27%
BA
792
Bristlecone Advisors
Washington
$1.14M +$97.8K +918 +9%
CWM
793
Certus Wealth Management
California
$1.14M +$425K +3,984 +60%
NFTC
794
North Forty Two & Co
Oregon
$1.14M +$1.14M +10,681 New
CIP
795
Cornerstone Investment Partners
Georgia
$1.13M +$70.4K +661 +7%
CIM
796
Confluence Investment Management
Missouri
$1.12M -$1.01M -9,520 -48%
SFG
797
Sowa Financial Group
Rhode Island
$1.12M +$1.12M +10,474 New
GWMIA
798
Global Wealth Management Investment Advisory
Florida
$1.12M +$176K +1,648 +19%
MA
799
Mosaic Advisors
Texas
$1.11M -$30.9M -289,844 -97%
FWM
800
Forza Wealth Management
Florida
$1.11M