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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 %
PWPS
926
Pinnacle Wealth Planning Services
Ohio
$549K
CWM
927
Chesapeake Wealth Management
Virginia
$547K +$547K +5,130 New
AWM
928
Able Wealth Management
New Jersey
$546K -$162K -1,521 -23%
EIG
929
Ellenbecker Investment Group
Wisconsin
$545K +$52.7K +495 +11%
BWG
930
Beta Wealth Group
California
$545K +$31.8K +298 +6%
FWP
931
Firethorn Wealth Partners
Georgia
$544K -$17.7K -166 -3%
HFAS
932
Hummer Financial Advisory Services
Illinois
$533K
CB
933
Centennial Bank
Arkansas
$533K
MMG
934
Monetary Management Group
Missouri
$533K
Victory Capital Management
935
Victory Capital Management
Texas
$533K +$533K +5,000 New
AFG
936
Atomi Financial Group
New York
$532K -$56.7K -532 -10%
WAG
937
Winthrop Advisory Group
Massachusetts
$531K +$91.4K +858 +21%
AWM
938
Aries Wealth Management
Maine
$531K
TAM
939
TCP Asset Management
Ohio
$530K +$1.6K +15 +0.3%
HIM
940
Harbour Investment Management
Washington
$527K
SFP
941
Sandbox Financial Partners
Maryland
$527K +$17.3K +162 +3%
EWA
942
Evolution Wealth Advisors
Florida
$527K
WCA
943
Waypoint Capital Advisors
Minnesota
$524K +$524K +4,915 New
RMC
944
Regis Management Company
California
$522K +$117K +1,100 +29%
TAM
945
Titleist Asset Management
Texas
$521K +$9.06K +85 +2%
LIG
946
Lokken Investment Group
Delaware
$519K -$213K -1,999 -29%
CWC
947
Carolinas Wealth Consulting
North Carolina
$519K +$353K +3,317 +214%
NS
948
NBC Securities
Alabama
$518K -$21.2K -199 -4%
TCA
949
Transcend Capital Advisors
New Jersey
$517K +$58.4K +548 +13%
WCWM
950
Willow Creek Wealth Management
California
$517K +$2.98K +28 +0.6%