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iShares National Muni Bond ETF

1,370 hedge funds and large institutions have $34.8B invested in iShares National Muni Bond ETF in 2023 Q4 according to their latest regulatory filings, with 272 funds opening new positions, 484 increasing their positions, 493 reducing their positions, and 102 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,370
Holders Change
+154
Holders Change %
+12.66%
% of All Funds
20.08%
Holding in Top 10
132
Holding in Top 10 Change
+18
Holding in Top 10 Change %
+15.79%
% of All Funds
1.93%
New
272
Increased
484
Reduced
493
Closed
102
Calls
$179M
Puts
$97.9M
Net Calls
+$80.7M
Net Calls Change
+$62M
Name Holding Trade Value Shares
Change
Shares
Change %
CTWM
801
Cherry Tree Wealth Management
Minnesota
$917K -$114K -1,052 -11%
BBA
802
Braun-Bostich & Associates
Pennsylvania
$916K +$58.2K +537 +7%
CAL
803
Capital Advisors Ltd
Ohio
$916K
SVWAG
804
Sound View Wealth Advisors Group
Georgia
$908K -$108K -1,000 -11%
PFWA
805
Paces Ferry Wealth Advisors
Georgia
$903K +$62.7K +578 +7%
HCM
806
Highview Capital Management
Illinois
$901K
BCA
807
Ballentine Capital Advisors
South Carolina
$900K +$900K +8,340 New
AAG
808
Armstrong Advisory Group
Massachusetts
$899K -$369K -3,405 -29%
LWA
809
Lineweaver Wealth Advisors
Ohio
$895K +$895K +8,259 New
EFM
810
Eley Financial Management
Vermont
$891K -$304K -2,801 -25%
BBWP
811
Beacon Bridge Wealth Partners
Pennsylvania
$888K +$488K +4,500 +122%
SCA
812
Snowden Capital Advisors
New York
$887K +$887K +8,183 New
Members Trust
813
Members Trust
Florida
$884K +$884K +8,148 New
NCM
814
Noesis Capital Mangement
Florida
$880K
WAOI
815
Wealth Advisors of Iowa
Iowa
$877K -$378K -3,490 -30%
COI
816
Connable Office Inc
Michigan
$872K +$872K +8,046 New
ITB
817
Idaho Trust Bank
Idaho
$871K -$102K -940 -10%
SAF
818
Smith Anglin Financial
Texas
$871K +$143K +1,319 +20%
MFG
819
Midwest Financial Group
Kansas
$869K -$6.94K -64 -0.8%
BBHC
820
Brown Brothers Harriman & Co
New York
$864K -$544K -5,022 -39%
IA
821
IFG Advisors
Missouri
$861K +$26K +240 +3%
RFP
822
RCS Financial Planning
Maryland
$858K +$27.5K +254 +3%
CCB
823
Country Club Bank
Missouri
$857K -$147K -1,353 -15%
SIC
824
Sigma Investment Counselors
Michigan
$856K +$530K +4,888 +163%
MFG
825
Merit Financial Group
Georgia
$853K +$546K +5,034 +178%