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iShares National Muni Bond ETF

1,202 hedge funds and large institutions have $28.1B invested in iShares National Muni Bond ETF in 2022 Q4 according to their latest regulatory filings, with 222 funds opening new positions, 472 increasing their positions, 408 reducing their positions, and 124 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,202
Holders Change
+76
Holders Change %
+6.75%
% of All Funds
19.39%
Holding in Top 10
124
Holding in Top 10 Change
+28
Holding in Top 10 Change %
+29.17%
% of All Funds
2%
New
222
Increased
472
Reduced
408
Closed
124
Calls
$8.71M
Puts
$11.7M
Net Calls
-$3.02M
Net Calls Change
+$20.8M
Name Holding Trade Value Shares
Change
Shares
Change %
CWM
951
Chemistry Wealth Management
New York
$368K +$1.06K +10 +0.3%
LWM
952
Lyell Wealth Management
California
$368K
BFA
953
Beacon Financial Advisory
Ohio
$367K
HAS
954
HBW Advisory Services
California
$366K -$408K -3,867 -53%
BS
955
Boenning & Scattergood
Pennsylvania
$366K -$110 -1 -0%
ACA
956
Aptus Capital Advisors
Alabama
$363K +$128K +1,215 +55%
LWA
957
LWS Wealth Advisors
New Jersey
$361K +$361K +3,425 New
SL
958
SWMG LLC
Texas
$361K +$35.8K +339 +11%
DWT
959
Dorsey & Whitney Trust
South Dakota
$354K -$2.19M -20,715 -86%
CAM
960
Cozad Asset Management
Illinois
$354K
Fiera Capital (Canada)
961
Fiera Capital (Canada)
Quebec, Canada
$352K +$352K +3,338 New
LMKC
962
L.M. Kohn & Company
Ohio
$351K
SWA
963
Sutton Wealth Advisors
Florida
$350K
KFS
964
Kelly Financial Services
Massachusetts
$349K -$31.9K -302 -8%
EHC
965
Everett Harris & Co
California
$349K
AFS
966
AFG Fiduciary Services
Massachusetts
$348K -$88.2K -836 -20%
VF
967
VitalStone Financial
Texas
$344K +$344K +3,286 New
SFP
968
Shepherd Financial Partners
Massachusetts
$343K -$7.31M -69,272 -96%
WAAG
969
Wealth Alliance Advisory Group
Kansas
$342K +$342K +3,243 New
QPWM
970
Quadrant Private Wealth Management
Pennsylvania
$341K +$341K +3,229 New
MHR
971
Matthew Hamilton Rosenberg
$339K +$155K +1,465 +84%
CTA
972
Colonial Trust Advisors
South Carolina
$336K +$27.8K +263 +9%
TPWA
973
TRUE Private Wealth Advisors
Oregon
$330K
SWP
974
Strategic Wealth Partners
Ohio
$330K -$343K -3,250 -51%
HTC
975
Haverford Trust Company
Pennsylvania
$330K +$7.91K +75 +2%