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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 %
BAM
901
Berkshire Asset Management
Pennsylvania
$837K
SAF
902
Smith Anglin Financial
Texas
$834K +$144K +1,353 +21%
First Trust Advisors
903
First Trust Advisors
Illinois
$829K +$261K +2,445 +46%
CIAS
904
Capital Investment Advisory Services
North Carolina
$821K -$246K -2,308 -23%
SVWAG
905
Sound View Wealth Advisors Group
Georgia
$816K -$45.9K -431 -5%
AWM
906
Altus Wealth Management
Kentucky
$814K +$400K +3,755 +97%
MWM
907
Modern Wealth Management
Kansas
$811K +$240K +2,251 +42%
AAG
908
Armstrong Advisory Group
Massachusetts
$810K -$22.2K -208 -3%
GIA
909
Goodwin Investment Advisory
Georgia
$810K +$264K +2,475 +48%
AF
910
Aldebaran Financial
$810K +$810K +7,597 New
EFM
911
Eley Financial Management
Vermont
$809K -$24.5K -230 -3%
BOSSRA
912
B.O.S.S. Retirement Advisors
Utah
$808K +$593K +5,569 +276%
MWM
913
Merriman Wealth Management
Washington
$805K +$547K +5,137 +212%
FA
914
FF Advisors
California
$803K -$2.47K -23 -0.3%
SRB
915
Shotwell Rutter Baer
Michigan
$800K
PI
916
PFG Investments
New York
$800K -$86.5K -812 -10%
TVAMP
917
Tennessee Valley Asset Management Partners
Tennessee
$798K +$3.2K +30 +0.4%
AI
918
Accredited Investors
Minnesota
$796K -$16.8K -158 -2%
CCB
919
Country Club Bank
Missouri
$795K -$5.33K -50 -0.7%
CA
920
Continuum Advisory
Idaho
$793K -$993K -9,319 -56%
CCG
921
Chatham Capital Group
Georgia
$790K
PWM
922
PBMares Wealth Management
Virginia
$789K +$789K +7,410 New
AWMS
923
Advocacy Wealth Management Services
Georgia
$788K
SIC
924
Sigma Investment Counselors
Michigan
$786K
LFG
925
Larson Financial Group
Missouri
$785K -$45.6K -428 -5%