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iShares National Muni Bond ETF

1,213 hedge funds and large institutions have $27.5B invested in iShares National Muni Bond ETF in 2023 Q2 according to their latest regulatory filings, with 92 funds opening new positions, 518 increasing their positions, 431 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,213
Holders Change
+12
Holders Change %
+1%
% of All Funds
19.13%
Holding in Top 10
101
Holding in Top 10 Change
-17
Holding in Top 10 Change %
-14.41%
% of All Funds
1.59%
New
92
Increased
518
Reduced
431
Closed
69
Calls
$1.35M
Puts
$3.17M
Net Calls
-$1.83M
Net Calls Change
-$1.33M
Name Holding Trade Value Shares
Change
Shares
Change %
PFGIA
901
Patriot Financial Group Insurance Agency
Massachusetts
$433K +$29.2K +274 +7%
SMC
902
Smith, Moore & Co
Missouri
$430K +$1.07K +10 +0.2%
SAG
903
Spotlight Asset Group
Illinois
$429K -$94K -881 -18%
NCM
904
NCM Capital Management
New Jersey
$427K
IWP
905
Invenio Wealth Partners
Florida
$423K +$423K +3,965 New
RWM
906
RKL Wealth Management
Pennsylvania
$422K +$2.35K +22 +0.6%
WCM
907
Windham Capital Management
Massachusetts
$422K
EIG
908
Ellenbecker Investment Group
Wisconsin
$419K -$35.9K -336 -8%
AWM
909
Altus Wealth Management
Kentucky
$415K
CFB
910
Cullen/Frost Bankers
Texas
$407K +$25.4K +238 +7%
Neuberger Berman Group
911
Neuberger Berman Group
New York
$407K -$1.77M -16,608 -81%
MWM
912
Mattern Wealth Management
Kansas
$406K -$144K -1,348 -26%
C
913
CEDRUS
Colorado
$402K +$4.91K +46 +1%
WMR
914
Wealth Management Resources
Rhode Island
$402K +$402K +3,770 New
VPP
915
Vertex Planning Partners
Illinois
$396K +$9.71K +91 +3%
VNIM
916
Vaughan Nelson Investment Management
Texas
$395K -$2.13K -20 -0.5%
CA
917
Cumberland Advisors
Florida
$395K +$44.8K +420 +13%
LA
918
LexAurum Advisors
Kansas
$394K -$298K -2,792 -43%
BBWP
919
Beacon Bridge Wealth Partners
Pennsylvania
$394K -$49.1K -460 -11%
GAM
920
Gould Asset Management
California
$393K -$16K -150 -4%
FAM
921
Family Asset Management
South Carolina
$389K +$15.6K +146 +4%
AFC
922
AFT Forsyth & Company
Florida
$387K
TAM
923
Todd Asset Management
Kentucky
$387K -$150K -1,405 -28%
SP
924
Successful Portfolios
Florida
$387K -$268K -2,510 -41%
OW
925
Olistico Wealth
Oklahoma
$386K +$2.46K +23 +0.6%