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iShares National Muni Bond ETF

1,364 hedge funds and large institutions have $32.7B invested in iShares National Muni Bond ETF in 2024 Q1 according to their latest regulatory filings, with 111 funds opening new positions, 599 increasing their positions, 458 reducing their positions, and 95 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,364
Holders Change
-6
Holders Change %
-0.44%
% of All Funds
19.77%
Holding in Top 10
118
Holding in Top 10 Change
-14
Holding in Top 10 Change %
-10.61%
% of All Funds
1.71%
New
111
Increased
599
Reduced
458
Closed
95
Calls
$186M
Puts
$237M
Net Calls
-$51M
Net Calls Change
-$132M
Name Holding Trade Value Shares
Change
Shares
Change %
MIM
951
Macroview Investment Management
Maryland
$523K
WCWM
952
Willow Creek Wealth Management
California
$519K +$285K +2,645 +121%
BWG
953
Beta Wealth Group
California
$518K -$135K -1,252 -21%
PFBT
954
Parkside Financial Bank & Trust
Missouri
$517K
TAM
955
Titleist Asset Management
Texas
$517K
SFP
956
Sandbox Financial Partners
Maryland
$515K -$282K -2,625 -35%
BWM
957
Boyd Wealth Management
California
$514K +$514K +4,776 New
BFG
958
Baron Financial Group
New Jersey
$513K -$58.6K -545 -10%
PPW
959
Parcion Private Wealth
Washington
$512K -$204K -1,895 -28%
EWM
960
Evercore Wealth Management
New York
$506K
NDSI
961
Newman Dignan & Sheerar Inc
Rhode Island
$503K +$503K +4,673 New
IWP
962
Innova Wealth Partners
Pennsylvania
$500K -$7.42K -69 -1%
EIG
963
Ellenbecker Investment Group
Wisconsin
$497K +$2.05K +19 +0.4%
PFT
964
Providence First Trust
Arizona
$490K
HCM
965
HMS Capital Management
Tennessee
$486K +$231K +2,146 +91%
PCM
966
Presidio Capital Management
California
$484K +$254K +2,365 +111%
FNB
967
Farmers National Bank
Kentucky
$483K +$262K +2,437 +119%
IIC
968
Integrated Investment Consultants
Michigan
$483K
WCF
969
West Coast Financial
California
$480K -$30.8K -286 -6%
AP
970
Adero Partners
California
$478K +$6.56K +61 +1%
RRA
971
Round Rock Advisors
Connecticut
$477K -$18.3K -170 -4%
LW
972
Linscomb Wealth
Texas
$468K -$121K -1,128 -21%
PCH
973
PGIM Custom Harvest
New Jersey
$467K -$44K -409 -9%
BFG
974
Beacon Financial Group
Texas
$465K +$171K +1,587 +58%
FWA
975
FOCUS Wealth Advisors
Texas
$464K