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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 %
AI
801
Accredited Investors
Minnesota
$874K -$178K -1,652 -17%
NCM
802
Noesis Capital Mangement
Florida
$873K
CJFS
803
Coulter & Justus Financial Services
Tennessee
$873K +$873K +8,118 New
WAOI
804
Wealth Advisors of Iowa
Iowa
$872K +$1.18K +11 +0.1%
P
805
&Partners
Tennessee
$862K +$565K +5,248 +190%
ATPW
806
Ashton Thomas Private Wealth
Arizona
$856K +$20.8K +193 +2%
SIA
807
Spectrum Investment Advisors
Wisconsin
$855K -$1.9M -17,665 -69%
MYIA
808
Mount Yale Investment Advisors
Colorado
$853K -$2.66M -24,762 -76%
AWA
809
Alta Wealth Advisors
Massachusetts
$846K +$73.2K +680 +9%
MFG
810
Midwest Financial Group
Kansas
$846K -$15.9K -148 -2%
NFG
811
Nations Financial Group
Iowa
$846K +$125K +1,165 +17%
WHCI
812
W.H. Cornerstone Investments
Massachusetts
$845K -$159K -1,473 -16%
BBHC
813
Brown Brothers Harriman & Co
New York
$839K -$18.1K -168 -2%
SIC
814
Sigma Investment Counselors
Michigan
$836K -$12.8K -119 -2%
BIA
815
Bigelow Investment Advisors
Maine
$833K -$8.39K -78 -1%
GM
816
GeoWealth Management
Illinois
$826K +$180K +1,673 +28%
LIA
817
LifePlan Investment Advisors
North Carolina
$823K -$183K -1,705 -18%
PI
818
PFG Investments
New York
$822K -$18.4K -171 -2%
CCB
819
Country Club Bank
Missouri
$822K -$28.2K -262 -3%
KP
820
Keel Point
Alabama
$817K +$82.1K +763 +11%
TB
821
Treynor Bancshares
Iowa
$807K -$26.7K -248 -3%
FDDB
822
Fidelity D&D Bancorp
Pennsylvania
$801K -$558K -5,186 -41%
TVAMP
823
Tennessee Valley Asset Management Partners
Tennessee
$798K -$1.46M -13,613 -65%
CCG
824
Chatham Capital Group
Georgia
$797K +$8.07K +75 +1%
HNWAG
825
High Net Worth Advisory Group
Florida
$795K +$30.6K +284 +4%