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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 %
HHWM
851
Hiley Hunt Wealth Management
Nebraska
$728K +$19.8K +186 +3%
CF
852
Cyr Financial
Illinois
$728K +$728K +6,829 New
1WM
853
1900 Wealth Management
Texas
$726K -$545K -5,115 -43%
PWP
854
Perfromance Wealth Partners
Illinois
$725K
XF
855
XML Financial
Maryland
$722K +$489K +4,590 +210%
SL
856
SWMG LLC
Texas
$720K +$35.6K +334 +5%
GM
857
GeoWealth Management
Illinois
$717K -$101K -951 -12%
WFA
858
West Financial Advisors
Iowa
$715K -$281K -2,640 -28%
CC
859
Capstone Capital
Nevada
$715K -$219K -2,060 -23%
FSA
860
Financial Sense Advisors
California
$713K +$8.52K +80 +1%
OA
861
Operose Advisors
Wisconsin
$712K +$5.01K +47 +0.7%
Wolverine Trading
862
Wolverine Trading
Illinois
$712K +$712K +6,678 New
DCM
863
Donaldson Capital Management
Indiana
$710K +$710K +6,665 New
AFA
864
American Financial Advisors
Georgia
$708K -$47.2K -443 -6%
NPP
865
New Potomac Partners
Maryland
$701K +$21.3K +200 +3%
MLM
866
Mount Lucas Management
Pennsylvania
$701K -$14.4K -135 -2%
ESB
867
Essex Savings Bank
Connecticut
$701K -$34.9K -328 -5%
CWM
868
Certus Wealth Management
California
$690K +$105K +981 +18%
RWA
869
Redhawk Wealth Advisors
Minnesota
$688K -$50.2K -471 -7%
GAM
870
Gould Asset Management
California
$688K +$29.8K +280 +5%
PWMAG
871
Pinnacle Wealth Management Advisory Group
New Jersey
$684K +$10.9K +102 +2%
PJSIMP
872
P.J. Schmidt Investment Management (PJS)
Wisconsin
$681K +$356K +3,340 +110%
NL
873
Navalign LLC
California
$673K
GD
874
Grandfield & Dodd
New York
$673K
FNBT
875
FineMark National Bank & Trust
Florida
$667K +$667K +6,256 New