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iShares National Muni Bond ETF

1,370 hedge funds and large institutions have $34.8B invested in iShares National Muni Bond ETF in 2023 Q4 according to their latest regulatory filings, with 272 funds opening new positions, 484 increasing their positions, 493 reducing their positions, and 102 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,370
Holders Change
+154
Holders Change %
+12.66%
% of All Funds
20.08%
Holding in Top 10
132
Holding in Top 10 Change
+18
Holding in Top 10 Change %
+15.79%
% of All Funds
1.93%
New
272
Increased
484
Reduced
493
Closed
102
Calls
$179M
Puts
$97.9M
Net Calls
+$80.7M
Net Calls Change
+$62M
Name Holding Trade Value Shares
Change
Shares
Change %
PP
876
Patron Partners
Texas
$726K -$107K -985 -13%
PPW
877
Parcion Private Wealth
Washington
$721K -$18.6M -171,325 -96%
CBFP
878
Cedar Brook Financial Partners
Ohio
$718K -$132K -1,218 -16%
EWP
879
Engrave Wealth Partners
Texas
$716K +$4.77K +44 +0.7%
MCM
880
Maple Capital Management
Vermont
$716K +$51.9K +479 +8%
NPP
881
New Potomac Partners
Maryland
$713K -$257K -2,370 -26%
TW
882
TritonPoint Wealth
Maryland
$711K +$711K +6,557 New
NL
883
Navalign LLC
California
$708K +$708K +6,534 New
HB
884
HTLF Bank
Colorado
$703K +$703K +6,488 New
PCS
885
Private Client Services
Kentucky
$695K +$695K +6,409 New
DI
886
DAGCO Inc
Ohio
$694K +$694K +6,404 New
DWS
887
Dynamic Wealth Strategies
California
$694K +$694K +6,404 New
WW
888
Westshore Wealth
California
$693K -$242K -2,233 -26%
GLA
889
Good Life Advisors
Pennsylvania
$692K -$15.1K -139 -2%
FSA
890
Financial Sense Advisors
California
$687K +$687K +6,333 New
PWMAG
891
Pinnacle Wealth Management Advisory Group
New Jersey
$685K +$59.3K +547 +9%
GD
892
Grandfield & Dodd
New York
$684K
GWM
893
Graybill Wealth Management
Illinois
$678K +$678K +6,257 New
RMA
894
Roffman Miller Associates
Pennsylvania
$673K -$213K -1,967 -24%
TA
895
TFB Advisors
Kansas
$666K +$666K +6,147 New
1SB
896
1ST Source Bank
Indiana
$664K +$664K +6,125 New
JSW
897
Journey Strategic Wealth
New Jersey
$662K +$662K +6,103 New
BAWC
898
Boyce & Associates Wealth Consulting
Texas
$661K -$33.2K -306 -5%
BWG
899
Beta Wealth Group
California
$658K -$6.23M -57,435 -90%
FCM
900
Family Capital Management
Michigan
$657K -$836K -7,711 -56%