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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 %
GLLW
801
Graves Light Lenhart Wealth
Virginia
$1.11M
LWM
802
LongView Wealth Management
Georgia
$1.1M +$64.1K +602 +6%
FPW
803
Flagship Private Wealth
Massachusetts
$1.1M -$86.8K -815 -7%
FCIM
804
Fairview Capital Investment Management
California
$1.1M -$4.27M -40,122 -80%
RB
805
Renasant Bank
Mississippi
$1.1M
TTWM
806
TCV Trust & Wealth Management
Virginia
$1.09M +$119K +1,115 +12%
WT
807
Whittier Trust
California
$1.09M +$105K +985 +11%
SWM
808
Spire Wealth Management
Virginia
$1.09M -$149K -1,402 -12%
DFG
809
Delta Financial Group
New Jersey
$1.09M +$1.09M +10,181 New
BF
810
Brucke Financial
Indiana
$1.08M +$1.08M +10,167 New
CSP
811
Cary Street Partners
Virginia
$1.08M +$1.08M +10,159 New
VCA
812
Verdence Capital Advisors
Maryland
$1.08M -$76.7K -720 -7%
OC
813
Oppenheimer & Co
New York
$1.08M -$140K -1,315 -11%
HB
814
HTLF Bank
Colorado
$1.08M
SCA
815
Stonebridge Capital Advisors
Minnesota
$1.07M -$6.61K -62 -0.6%
SSWM
816
Sheets Smith Wealth Management
North Carolina
$1.07M
VPP
817
Vertex Planning Partners
Illinois
$1.07M +$165K +1,546 +18%
HAIM
818
Hunter Associates Investment Management
Pennsylvania
$1.07M
WB
819
Webster Bank
Connecticut
$1.07M
AO
820
Advisor OS
Illinois
$1.06M +$1.06M +9,986 New
BIM
821
Breakwater Investment Management
Washington
$1.06M +$516K +4,846 +95%
FWM
822
Fairhaven Wealth Management
Illinois
$1.06M -$4.26K -40 -0.4%
CTWM
823
Cherry Tree Wealth Management
Minnesota
$1.06M
CMBA
824
C.M. Bidwell & Associates
Hawaii
$1.04M
SPWG
825
Syntegra Private Wealth Group
Missouri
$1.04M -$216K -2,024 -17%