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iShares National Muni Bond ETF

1,213 hedge funds and large institutions have $27.5B invested in iShares National Muni Bond ETF in 2023 Q2 according to their latest regulatory filings, with 92 funds opening new positions, 518 increasing their positions, 431 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,213
Holders Change
+12
Holders Change %
+1%
% of All Funds
19.13%
Holding in Top 10
101
Holding in Top 10 Change
-17
Holding in Top 10 Change %
-14.41%
% of All Funds
1.59%
New
92
Increased
518
Reduced
431
Closed
69
Calls
$1.35M
Puts
$3.17M
Net Calls
-$1.83M
Net Calls Change
-$1.33M
Name Holding Trade Value Shares
Change
Shares
Change %
PWPS
801
Pinnacle Wealth Planning Services
Ohio
$646K -$32K -300 -5%
UWPG
802
Ullmann Wealth Partners Group
Florida
$640K +$2.56K +24 +0.4%
VCP
803
Verus Capital Partners
Arizona
$639K -$17.1K -160 -3%
CIBC Private Wealth Group
804
CIBC Private Wealth Group
Georgia
$635K -$240K -2,250 -27%
FNBOO
805
First National Bank of Omaha
Nebraska
$634K +$17K +159 +3%
EWA
806
EverSource Wealth Advisors
Alabama
$634K +$50.7K +475 +9%
USB
807
Union Savings Bank
Connecticut
$630K +$630K +5,914 New
HWAM
808
Hennion & Walsh Asset Management
New Jersey
$618K -$11.3K -106 -2%
FAFN
809
First Affirmative Financial Network
Colorado
$618K -$8.11K -76 -1%
PWMAG
810
Pinnacle Wealth Management Advisory Group
New Jersey
$616K +$239K +2,236 +63%
FCM
811
Fortis Capital Management
Washington
$604K +$604K +5,663 New
ESB
812
Essex Savings Bank
Connecticut
$603K +$141K +1,325 +31%
RC
813
Roundview Capital
New Jersey
$602K -$15K -141 -2%
WWM
814
Western Wealth Management
Colorado
$602K -$9.5K -89 -2%
KWM
815
KFG Wealth Management
Indiana
$601K
FAM
816
Flaharty Asset Management
Florida
$599K +$5.76K +54 +1%
AFS
817
AFG Fiduciary Services
Massachusetts
$596K +$596K +5,583 New
CF
818
Cantor Fitzgerald
New York
$594K +$594K +5,566 New
MSFS
819
Main Street Financial Solutions
Pennsylvania
$593K +$13.7K +128 +2%
Koshinski Asset Management
820
Koshinski Asset Management
Illinois
$589K +$589K +5,521 New
COI
821
Connable Office Inc
Michigan
$588K +$588K +5,509 New
RMC
822
Regis Management Company
California
$587K -$109K -1,025 -16%
SFWC
823
Strategic Family Wealth Counselors
New Jersey
$586K -$21.3K -200 -4%
FFA
824
First Foundation Advisors
California
$582K -$147K -1,379 -20%
BFA
825
Beacon Financial Advisory
Ohio
$574K