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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 %
ECM
826
Exchange Capital Management
Michigan
$1.04M -$108K -1,015 -9%
RBC
827
Romano Brothers & Co
Illinois
$1.04M
SVWG
828
Shared Vision Wealth Group
United States
$1.02M +$80K +751 +8%
PJSIMP
829
P.J. Schmidt Investment Management (PJS)
Wisconsin
$1.02M +$139K +1,307 +16%
CAL
830
Capital Advisors Ltd
Ohio
$1.02M +$746 +7 +0.1%
RWA
831
Redhawk Wealth Advisors
Minnesota
$1.02M +$173K +1,627 +21%
MFG
832
Magnus Financial Group
New York
$1.01M +$39.1K +367 +4%
WA
833
WPG Advisers
Maryland
$1.01M +$1.01M +9,463 New
BSTWA
834
Blake Schutter Theil Wealth Advisors
Ohio
$1.01M
EA
835
Efficient Advisors
Ohio
$1M -$102K -953 -9%
LWANC
836
Laurel Wealth Advisors (North Carolina)
North Carolina
$1,000K +$31.9K +299 +3%
BSB
837
Bangor Savings Bank
Maine
$999K +$49.1K +461 +5%
DC
838
Davenport & Co
Virginia
$998K -$25K -235 -2%
GT
839
Glenview Trust
Kentucky
$997K -$23.5K -221 -2%
ISFAN
840
Investor's Fiduciary Advisor Network
Washington
$997K +$997K +9,359 New
VAMG
841
Voisard Asset Management Group
Michigan
$995K +$745K +6,989 +298%
CW
842
Code Waechter
Florida
$993K
EFG
843
Elios Financial Group
Ohio
$990K -$117K -1,100 -11%
HSA
844
HBK Sorce Advisory
Pennsylvania
$990K +$157K +1,475 +19%
MIA
845
MainStreet Investment Advisors
Illinois
$985K +$103K +970 +12%
FCM
846
Family Capital Management
Michigan
$975K +$124K +1,167 +15%
HCM
847
Howard Capital Management
Georgia
$969K -$12.7K -119 -1%
CF
848
Cyr Financial
Illinois
$968K +$57.2K +537 +6%
PCS
849
Private Client Services
Kentucky
$967K -$87.1K -817 -8%
EW
850
Elyxium Wealth
California
$966K +$98.6K +925 +11%