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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 %
GAM
926
GEM Asset Management
Michigan
$781K +$2.77K +26 +0.4%
PAA
927
Peregrine Asset Advisers
Oregon
$781K -$464K -4,359 -37%
SIA
928
Strategic Investment Advisors
Michigan
$780K +$20.4K +191 +3%
PCA
929
Pallas Capital Advisors
Massachusetts
$780K -$111K -1,038 -12%
APC
930
Aspire Private Capital
North Carolina
$778K -$520K -4,884 -40%
TAM
931
TCP Asset Management
Ohio
$775K +$2.34K +22 +0.3%
WAAG
932
Wealth Alliance Advisory Group
Kansas
$772K
IBOK
933
Independence Bank of Kentucky
Kentucky
$770K -$86.8K -815 -10%
CWM
934
Calamos Wealth Management
Illinois
$767K +$228K +2,142 +42%
HNWAG
935
High Net Worth Advisory Group
Florida
$763K +$2.34K +22 +0.3%
FSA
936
Financial Sense Advisors
California
$763K +$12.6K +118 +2%
PWMAG
937
Pinnacle Wealth Management Advisory Group
New Jersey
$762K +$110K +1,035 +17%
BCA
938
Ballentine Capital Advisors
South Carolina
$759K -$130K -1,217 -15%
SIA
939
Soltis Investment Advisors
Utah
$759K +$297K +2,790 +64%
PJWM
940
Philip James Wealth Mangement
Georgia
$757K -$18K -169 -2%
MLM
941
Mount Lucas Management
Pennsylvania
$756K +$21.8K +205 +3%
WA
942
WBH Advisory
Maryland
$752K -$99.5K -934 -12%
RCM
943
Radnor Capital Management
Pennsylvania
$746K -$126K -1,185 -14%
ATC
944
Argent Trust Co
Tennessee
$744K -$35.2K -330 -5%
SFWA
945
Summit Financial Wealth Advisors
Louisiana
$743K
RTC
946
Real Talk Capital
Tennessee
$737K +$737K +6,920 New
JWCA
947
J.W. Cole Advisors
Florida
$733K -$314K -2,949 -30%
SWM
948
SeaCrest Wealth Management
New York
$730K +$2.24K +21 +0.3%
CWM
949
Chesapeake Wealth Management
Virginia
$730K +$125K +1,175 +21%
HPC
950
Hobart Private Capital
North Carolina
$728K +$728K +6,830 New