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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 %
STA
876
Smith Thornton Advisors
Alabama
$661K +$661K +6,205 New
WN
877
Williams & Novak
California
$659K +$82K +770 +14%
WW
878
Westshore Wealth
California
$657K +$15.1K +142 +2%
WFAG
879
Wescott Financial Advisory Group
Pennsylvania
$656K +$33.2K +312 +5%
CCA
880
Cadent Capital Advisors
Oklahoma
$647K -$310K -2,908 -32%
RIP
881
RAM Investment Partners
Washington
$645K +$76.7K +720 +14%
DW30
882
Drucker Wealth 3.0
New Jersey
$641K +$641K +6,013 New
1SB
883
1ST Source Bank
Indiana
$640K -$54.8K -514 -8%
TI
884
Truepoint Inc
Ohio
$636K -$696K -6,531 -52%
Empower Advisory Group
885
Empower Advisory Group
Colorado
$635K +$89.2K +837 +16%
HCP
886
Hexagon Capital Partners
Arkansas
$633K +$221K +2,074 +54%
PP
887
Patron Partners
Texas
$633K -$19.2K -180 -3%
CG
888
CFO4Life Group
Texas
$630K
BA
889
Ballast Advisors
Minnesota
$630K +$36.3K +341 +6%
TWM
890
Tradition Wealth Management
Minnesota
$628K -$38K -357 -6%
EIA
891
Edgemoor Investment Advisors
Maryland
$628K +$248K +2,330 +65%
FCM
892
Fortis Capital Management
Washington
$621K +$4.9K +46 +0.8%
MWA
893
Merkkuri Wealth Advisors
New York
$618K +$618K +5,800 New
BW
894
BIP Wealth
Georgia
$617K -$122K -1,148 -17%
PCH
895
PGIM Custom Harvest
New Jersey
$611K +$149K +1,396 +32%
CFS
896
Commonwealth Financial Services
West Virginia
$610K +$349K +3,258 +133%
IC
897
Iconiq Capital
California
$609K +$609K +5,717 New
FAM
898
Flaharty Asset Management
Florida
$609K
EWA
899
Elevate Wealth Advisory
Georgia
$605K +$2.66K +25 +0.4%
MWM
900
Modern Wealth Management
Kansas
$603K +$31.9K +299 +6%