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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 %
BWA
851
Bordeaux Wealth Advisors
California
$961K +$8.42K +79 +0.9%
NP
852
Nilsine Partners
Colorado
$960K -$68K -638 -7%
GPW
853
Gray Private Wealth
Massachusetts
$957K +$959 +9 +0.1%
STA
854
Smith Thornton Advisors
Alabama
$951K
WAM
855
Wakefield Asset Management
Colorado
$950K +$4.37K +41 +0.5%
4WM
856
4J Wealth Management
Virginia
$950K -$79.3K -744 -8%
PB
857
Pinnacle Bancorp
Nebraska
$948K -$245K -2,302 -21%
GWS
858
Greykasell Wealth Strategies
California
$945K +$945K +8,864 New
EFG
859
Ehrlich Financial Group
California
$943K +$33.6K +315 +4%
Qube Research & Technologies (QRT)
860
Qube Research & Technologies (QRT)
United Kingdom
$942K +$239K +2,239 +34%
AFS
861
AFG Fiduciary Services
Massachusetts
$941K +$6.99K +66 +0.7%
WMN
862
Wealth Management Nebraska
Nebraska
$937K +$937K +8,795 New
DSC
863
Duncker Streett & Co
Missouri
$937K -$339K -3,181 -27%
DCM
864
Donaldson Capital Management
Indiana
$935K +$28.6K +268 +3%
Neuberger Berman Group
865
Neuberger Berman Group
New York
$930K +$89.3K +838 +11%
WWA
866
Wingate Wealth Advisors
Massachusetts
$929K +$929K +8,716 New
RFP
867
Root Financial Partners
California
$922K +$568K +5,332 +161%
TCM
868
Twele Capital Management
Minnesota
$914K +$32K +300 +4%
BP
869
Ballentine Partners
Massachusetts
$909K +$909K +8,532 New
FFL
870
Financial Freedom LLC
Ohio
$909K -$18.5K -174 -2%
RL
871
Rogco LP
Oklahoma
$907K -$33.4K -313 -4%
LCM
872
Leisure Capital Management
California
$907K +$907K +8,509 New
PFBT
873
Parkside Financial Bank & Trust
Missouri
$901K +$410K +3,852 +84%
PFWA
874
Paces Ferry Wealth Advisors
Georgia
$898K -$20K -188 -2%
AI
875
Arrien Investments
Idaho
$898K -$220K -2,059 -20%