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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 %
HFO
826
Heritage Family Offices
Arizona
$792K +$792K +7,434 New
RPC
827
Rossmore Private Capital
Connecticut
$790K +$50.1K +470 +7%
NFG
828
Nations Financial Group
Iowa
$790K -$48K -450 -6%
CCG
829
Chatham Capital Group
Georgia
$790K
EFM
830
Eley Financial Management
Vermont
$789K -$86.4K -811 -10%
ODG
831
O'Dell Group
Ohio
$786K
OWA
832
Opal Wealth Advisors
New York
$785K -$5.62M -52,791 -88%
PFGIA
833
Patriot Financial Group Insurance Agency
Massachusetts
$781K +$38.6K +362 +5%
ATC
834
Argent Trust Co
Tennessee
$779K +$60K +563 +8%
PCS
835
Private Client Services
Kentucky
$778K +$17.6K +165 +2%
SAM
836
Smartleaf Asset Management
Massachusetts
$774K +$699K +6,543 +927%
PJWM
837
Philip James Wealth Mangement
Georgia
$774K -$1.46M -13,733 -65%
WAAG
838
Wealth Alliance Advisory Group
Kansas
$772K
GAM
839
GEM Asset Management
Michigan
$771K +$3.94K +37 +0.5%
CWI
840
Conscious Wealth Investments
Florida
$769K -$245K -2,287 -24%
HNWAG
841
High Net Worth Advisory Group
Florida
$759K -$27.5K -258 -3%
GWCM
842
Godshalk Welsh Capital Management
Pennsylvania
$757K +$79.9K +750 +12%
First Trust Advisors
843
First Trust Advisors
Illinois
$756K +$1.6K +15 +0.2%
GWM
844
Graybill Wealth Management
Illinois
$752K +$67.7K +635 +10%
SAF
845
Smith Anglin Financial
Texas
$748K -$20.4K -191 -3%
FCM
846
Family Capital Management
Michigan
$746K -$13.1K -123 -2%
SFWA
847
Summit Financial Wealth Advisors
Louisiana
$744K
SIA
848
Strategic Investment Advisors
Michigan
$741K +$75.4K +708 +11%
IFPL
849
Investments & Financial Planning LLC
Kentucky
$738K -$12.6K -118 -2%
SWM
850
SeaCrest Wealth Management
New York
$728K +$35.3K +331 +5%