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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 %
LNWWM
901
Laird Norton Wetherby Wealth Management
California
$602K -$2.13K -20 -0.4%
AUB
902
Atlantic Union Bankshares
Virginia
$601K +$601K +5,639 New
AFG
903
Altiora Financial Group
Ohio
$600K
EWM
904
EPG Wealth Management
Georgia
$598K -$604K -5,612 Closed
SPI
905
Sutton Place Investors
New York
$593K +$153K +1,437 +35%
GAA
906
Global Assets Advisory
Florida
$593K -$1.8M -16,913 -75%
NFA
907
Northwest Financial Advisors
Virginia
$587K +$131K +1,231 +29%
SFWC
908
Strategic Family Wealth Counselors
New Jersey
$585K -$123K -1,150 -17%
DTC
909
Davidson Trust Company
Washington
$581K
CC
910
Copperleaf Capital
North Carolina
$576K -$23.1K -217 -4%
SVWG
911
Shared Vision Wealth Group
United States
$575K +$19.8K +186 +4%
CWP
912
Cyndeo Wealth Partners
Florida
$574K +$152K +1,424 +36%
PWA
913
Provenance Wealth Advisors
Florida
$573K
APWM
914
Argonautica Private Wealth Management
Massachusetts
$572K +$10.1K +95 +2%
QPWM
915
Quadrant Private Wealth Management
Pennsylvania
$569K +$569K +5,343 New
HFS
916
Heritage Financial Services
Massachusetts
$567K +$13.7K +129 +2%
Vanguard Group
917
Vanguard Group
Pennsylvania
$561K +$274K +2,570 +95%
COCM
918
Charter Oak Capital Management
New Hampshire
$560K -$63.9K -600 -10%
TW
919
TritonPoint Wealth
Maryland
$559K +$29.5K +277 +6%
AAS
920
Asset Allocation Strategies
Michigan
$558K -$16K -150 -3%
VAF
921
Values Added Financial
District of Columbia
$558K -$37.1K -348 -6%
GIA
922
Goodwin Investment Advisory
Georgia
$555K +$555K +5,212 New
LF
923
Lee Financial
Texas
$554K
FHB
924
First Hawaiian Bank
Hawaii
$554K -$1.78M -16,669 -76%
WWM
925
Wiser Wealth Management
Georgia
$553K +$553K +5,194 New