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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 %
BAM
826
Belpointe Asset Management
Nevada
$790K -$231K -2,151 -23%
APC
827
Aspire Private Capital
North Carolina
$789K +$582K +5,406 +280%
LSA
828
Lion Street Advisors
Texas
$789K
VC
829
Veracity Capital
Georgia
$789K -$53K -493 -6%
MCA
830
MSH Capital Advisors
Arizona
$788K +$2.26K +21 +0.3%
ODG
831
O'Dell Group
Ohio
$786K -$53.2K -494 -6%
WAAG
832
Wealth Alliance Advisory Group
Kansas
$779K +$430K +4,000 +123%
I
833
INVST
Indiana
$777K +$246K +2,300 +46%
SAF
834
Smith Anglin Financial
Texas
$776K -$88.5K -822 -10%
DI
835
Diligent Investors
California
$770K +$646 +6 +0.1%
PCS
836
Private Client Services
Kentucky
$768K +$78.7K +731 +11%
FCM
837
Family Capital Management
Michigan
$767K +$115K +1,068 +18%
GAM
838
GEM Asset Management
Michigan
$766K -$55.4K -521 -7%
AFA
839
American Financial Advisors
Georgia
$763K -$24.9K -231 -3%
CA
840
CoreCap Advisors
Michigan
$762K -$32.7K -304 -4%
First Trust Advisors
841
First Trust Advisors
Illinois
$761K +$37.1K +345 +5%
VPP
842
Vertex Planning Partners
Illinois
$759K +$157K +1,463 +26%
IFPL
843
Investments & Financial Planning LLC
Kentucky
$758K -$4.41K -41 -0.6%
Koshinski Asset Management
844
Koshinski Asset Management
Illinois
$758K -$471K -4,378 -38%
TI
845
Tidal Investments
Wisconsin
$756K -$251K -2,332 -25%
SFWA
846
Summit Financial Wealth Advisors
Louisiana
$751K
PFGIA
847
Patriot Financial Group Insurance Agency
Massachusetts
$750K +$3.12K +29 +0.4%
ESB
848
Essex Savings Bank
Connecticut
$748K
RPC
849
Rossmore Private Capital
Connecticut
$747K
BW
850
BIP Wealth
Georgia
$746K +$148K +1,379 +25%