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iShares National Muni Bond ETF

1,364 hedge funds and large institutions have $32.7B invested in iShares National Muni Bond ETF in 2024 Q1 according to their latest regulatory filings, with 111 funds opening new positions, 599 increasing their positions, 458 reducing their positions, and 95 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,364
Holders Change
-6
Holders Change %
-0.44%
% of All Funds
19.77%
Holding in Top 10
118
Holding in Top 10 Change
-14
Holding in Top 10 Change %
-10.61%
% of All Funds
1.71%
New
111
Increased
599
Reduced
458
Closed
95
Calls
$186M
Puts
$237M
Net Calls
-$51M
Net Calls Change
-$132M
Name Holding Trade Value Shares
Change
Shares
Change %
FAM
901
Flaharty Asset Management
Florida
$615K +$11.3K +105 +2%
LNWWM
902
Laird Norton Wetherby Wealth Management
California
$610K +$2.15K +20 +0.4%
EWA
903
Elevate Wealth Advisory
Georgia
$608K +$171K +1,588 +39%
ANBTV
904
American National Bank & Trust (Virginia)
Virginia
$607K +$607K +5,639 New
TPWA
905
TRUE Private Wealth Advisors
Oregon
$606K -$132K -1,222 -18%
JSW
906
Journey Strategic Wealth
New Jersey
$606K -$50.4K -468 -8%
AFG
907
Altiora Financial Group
Ohio
$606K
EP
908
Edgestream Partners
New Jersey
$605K +$605K +5,620 New
CC
909
Copperleaf Capital
North Carolina
$605K +$29.6K +275 +5%
EWM
910
EPG Wealth Management
Georgia
$604K +$108 +1 +0%
EAM
911
Evanson Asset Management
California
$603K
VAF
912
Values Added Financial
District of Columbia
$601K +$138K +1,278 +30%
BA
913
Ballast Advisors
Minnesota
$599K +$170K +1,578 +40%
AFG
914
Atomi Financial Group
New York
$595K +$4.3K +40 +0.7%
MSFS
915
Main Street Financial Solutions
Pennsylvania
$591K -$18.8K -175 -3%
KWA
916
Kingswood Wealth Advisors
California
$590K -$15.7K -146 -3%
PWA
917
Pillar Wealth Advisors
Pennsylvania
$590K
WN
918
Williams & Novak
California
$587K
DTC
919
Davidson Trust Company
Washington
$586K
CWM
920
Certus Wealth Management
California
$586K +$853 +8 +0.1%
RMA
921
Roffman Miller Associates
Pennsylvania
$583K -$84.5K -785 -13%
AAS
922
Asset Allocation Strategies
Michigan
$580K +$580K +5,391 New
USB
923
Union Savings Bank
Connecticut
$580K -$31.5K -293 -5%
PWA
924
Provenance Wealth Advisors
Florida
$578K +$304K +2,822 +110%
MWM
925
Modern Wealth Management
Kansas
$576K +$128K +1,186 +28%