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iShares National Muni Bond ETF

1,201 hedge funds and large institutions have $26.7B invested in iShares National Muni Bond ETF in 2023 Q1 according to their latest regulatory filings, with 111 funds opening new positions, 519 increasing their positions, 424 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,201
Holders Change
-1
Holders Change %
-0.08%
% of All Funds
19.22%
Holding in Top 10
118
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-4.84%
% of All Funds
1.89%
New
111
Increased
519
Reduced
424
Closed
82
Calls
$1.94M
Puts
$2.44M
Net Calls
-$497K
Net Calls Change
+$2.52M
Name Holding Trade Value Shares
Change
Shares
Change %
CWM
951
Chemistry Wealth Management
New York
$376K
LWM
952
Lyell Wealth Management
California
$375K
SS
953
Sunbelt Securities
Texas
$373K -$15.9K -148 -4%
FVWA
954
Foster Victor Wealth Advisors
South Carolina
$373K +$540 +5 +0.1%
PFWA
955
Paces Ferry Wealth Advisors
Georgia
$373K -$1.02M -9,425 -73%
FIB
956
First Interstate Bank
Montana
$367K -$2.5M -23,172 -87%
ZIM
957
Zacks Investment Management
Illinois
$363K +$363K +3,372 New
CAM
958
Cozad Asset Management
Illinois
$361K
SWA
959
Sutton Wealth Advisors
Florida
$358K
CA
960
Cumberland Advisors
Florida
$353K -$78.7K -730 -18%
WAAG
961
Wealth Alliance Advisory Group
Kansas
$349K
ST
962
Sabal Trust
Florida
$346K -$32.3K -300 -9%
DADC
963
D.A. Davidson & Co
Montana
$342K -$1.09M -10,137 -76%
MHR
964
Matthew Hamilton Rosenberg
$342K -$4.09K -38 -1%
JPG
965
Jordan Park Group
California
$340K +$340K +3,159 New
SIC
966
Sterling Investment Counsel
New York
$337K -$676K -6,271 -67%
SWM
967
Sugarloaf Wealth Management
Georgia
$336K -$114K -1,056 -25%
BBNB
968
Baker Boyer National Bank
Washington
$335K
VWA
969
V Wealth Advisors
Kansas
$333K +$36.5K +339 +12%
MPW
970
Melone Private Wealth
Michigan
$332K
BA
971
Bristlecone Advisors
Washington
$331K
SIA
972
Strategic Investment Advisors
Michigan
$330K +$49.6K +460 +18%
WF
973
Welch & Forbes
Massachusetts
$329K
FCA
974
FLC Capital Advisors
California
$329K -$250K -2,317 -43%
HTC
975
Haverford Trust Company
Pennsylvania
$329K -$8.08K -75 -2%