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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 %
HSA
801
HBK Sorce Advisory
Pennsylvania
$860K -$131K -1,233 -13%
BSB
802
Bangor Savings Bank
Maine
$859K -$184K -1,723 -18%
IBOK
803
Independence Bank of Kentucky
Kentucky
$857K +$298K +2,794 +53%
MFG
804
Midwest Financial Group
Kansas
$856K +$18.1K +170 +2%
AWA
805
Alta Wealth Advisors
Massachusetts
$854K +$16.2K +152 +2%
AWS
806
Aspen Wealth Strategies
Colorado
$849K -$128K -1,189 -13%
PI
807
PFG Investments
New York
$848K +$33.4K +313 +4%
Neuberger Berman Group
808
Neuberger Berman Group
New York
$841K +$289K +2,713 +52%
BAM
809
Berkshire Asset Management
Pennsylvania
$839K +$839K +7,872 New
FIM
810
Freedom Investment Management
Connecticut
$836K +$162K +1,522 +24%
AAG
811
Armstrong Advisory Group
Massachusetts
$832K -$51.7K -485 -6%
SEIA
812
Signature Estate & Investment Advisors
California
$831K +$527K +4,948 +174%
SIC
813
Sigma Investment Counselors
Michigan
$828K
VPP
814
Vertex Planning Partners
Illinois
$826K +$74.9K +703 +10%
LSA
815
Lion Street Advisors
Texas
$819K +$43.5K +408 +6%
SC
816
Sykon Capital
New York
$818K -$1.29M -12,107 -61%
CCB
817
Country Club Bank
Missouri
$816K
JSW
818
Journey Strategic Wealth
New Jersey
$813K +$213K +1,995 +35%
BIA
819
Bigelow Investment Advisors
Maine
$812K -$12.4K -116 -1%
ITB
820
Idaho Trust Bank
Idaho
$811K +$811K +7,616 New
SRB
821
Shotwell Rutter Baer
Michigan
$811K +$125K +1,164 +18%
EFG
822
Ehrlich Financial Group
California
$806K +$146K +1,373 +22%
FDDB
823
Fidelity D&D Bancorp
Pennsylvania
$793K
TVAMP
824
Tennessee Valley Asset Management Partners
Tennessee
$793K +$2.34K +22 +0.3%
HWMA
825
Heritage Wealth Management (Arizona)
Arizona
$792K -$672K -6,310 -46%