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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 %
WHCI
876
W.H. Cornerstone Investments
Massachusetts
$893K +$43.7K +410 +5%
GAM
877
Gould Asset Management
California
$891K +$141K +1,325 +19%
CAC
878
Certified Advisory Corp
Florida
$890K +$1.49K +14 +0.2%
KP
879
Keel Point
Alabama
$889K +$17.9K +168 +2%
EWS
880
Evergreen Wealth Solutions
Pennsylvania
$886K -$433K -4,062 -33%
CBT
881
Crews Bank & Trust
Florida
$884K +$884K +8,300 New
TFM
882
TFC Financial Management
Massachusetts
$881K +$881K +8,268 New
DWM
883
DecisionMap Wealth Management
Virginia
$880K +$880K +8,263 New
SIA
884
Spectrum Investment Advisors
Wisconsin
$879K -$9.8K -92 -1%
AC
885
AIFG Consultants
New York
$879K -$2.74M -25,688 -76%
WAL
886
W Advisors LLC
Tennessee
$877K -$143K -1,345 -14%
PWA
887
Physician Wealth Advisors
Utah
$876K -$193K -1,813 -18%
LKBC
888
L.K. Benson & Company
Maryland
$874K +$874K +8,200 New
AC
889
ASB Consultores
Florida
$869K -$7.99K -75 -0.9%
GM
890
GeoWealth Management
Illinois
$867K +$329K +3,091 +61%
MFG
891
Midwest Financial Group
Kansas
$866K +$4.58K +43 +0.5%
ACG
892
Allen Capital Group
Nebraska
$864K -$103K -969 -11%
FIM
893
Freedom Investment Management
Connecticut
$863K +$48.2K +452 +6%
Members Trust
894
Members Trust
Florida
$860K
First Manhattan
895
First Manhattan
New York
$855K +$855K +8,029 New
EIA
896
Edgemoor Investment Advisors
Maryland
$848K -$153K -1,435 -15%
AWS
897
Aspen Wealth Strategies
Colorado
$848K +$34.6K +325 +4%
WN
898
Williams & Novak
California
$846K +$15.9K +149 +2%
LSA
899
Lion Street Advisors
Texas
$842K -$6.07K -57 -0.7%
ACP
900
Aveo Capital Partners
Colorado
$837K -$551K -5,174 -40%