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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 %
RWA
851
Redhawk Wealth Advisors
Minnesota
$746K +$132K +1,226 +21%
LIG
852
Lokken Investment Group
Delaware
$740K -$643K -5,978 -47%
PWP
853
Perfromance Wealth Partners
Illinois
$732K -$3.98K -37 -0.5%
ATC
854
Argent Trust Co
Tennessee
$726K
MLM
855
Mount Lucas Management
Pennsylvania
$722K +$185K +1,719 +34%
ACG
856
Allen Capital Group
Nebraska
$720K -$48.3K -449 -6%
HHWM
857
Hiley Hunt Wealth Management
Nebraska
$715K +$471K +4,379 +193%
AWM
858
Able Wealth Management
New Jersey
$715K +$89.1K +828 +14%
SFWC
859
Strategic Family Wealth Counselors
New Jersey
$714K -$124K -1,150 -15%
OA
860
Operose Advisors
Wisconsin
$714K -$328K -3,046 -31%
FSA
861
Financial Sense Advisors
California
$711K +$29.6K +275 +4%
WCM
862
Weaver Capital Management
Georgia
$702K +$124K +1,148 +21%
1SB
863
1ST Source Bank
Indiana
$702K +$42.9K +399 +7%
SWM
864
SeaCrest Wealth Management
New York
$700K -$26.8K -249 -4%
MCM
865
Maple Capital Management
Vermont
$698K -$12.4K -115 -2%
GWM
866
Graybill Wealth Management
Illinois
$691K +$17.8K +165 +3%
SL
867
SWMG LLC
Texas
$691K -$101K -935 -13%
CWP
868
Concord Wealth Partners
Virginia
$690K -$304K -2,828 -31%
JA
869
JVL Associates
Michigan
$688K +$688K +6,395 New
NPP
870
New Potomac Partners
Maryland
$686K -$21.5K -200 -3%
SRB
871
Shotwell Rutter Baer
Michigan
$686K -$33.1K -310 -5%
TW
872
TritonPoint Wealth
Maryland
$686K -$220K -1,591 -24%
CT
873
Cambridge Trust
Massachusetts
$683K -$444K -4,128 -39%
GWCM
874
Godshalk Welsh Capital Management
Pennsylvania
$683K +$148K +1,375 +28%
CA
875
Claro Advisors
Massachusetts
$681K +$455K +4,226 +201%