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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 %
BAM
951
Belpointe Asset Management
Nevada
$514K -$269K -2,521 -34%
MCM
952
Maple Capital Management
Vermont
$513K -$178K -1,675 -26%
SP
953
Stablepoint Partners
Massachusetts
$512K +$79.7K +743 +18%
BFG
954
Baron Financial Group
New Jersey
$507K -$533 -5 -0.1%
EL
955
EWA LLC
Pennsylvania
$506K +$70.4K +656 +16%
SGI
956
Summit Global Investments
Utah
$505K +$46.6K +437 +10%
EIP
957
Ellis Investment Partners
Pennsylvania
$504K +$47.6K +447 +10%
BAWC
958
Boyce & Associates Wealth Consulting
Texas
$501K -$38.7K -363 -7%
EWM
959
Evercore Wealth Management
New York
$501K
PFBT
960
Parkside Financial Bank & Trust
Missouri
$500K -$12.3K -115 -2%
AP
961
Adero Partners
California
$500K +$27K +253 +6%
NDSI
962
Newman Dignan & Sheerar Inc
Rhode Island
$499K +$1.39K +13 +0.3%
DI
963
Diligent Investors
California
$497K -$266K -2,492 -35%
PFT
964
Providence First Trust
Arizona
$495K +$10.7K +100 +2%
SWM
965
Sterling Wealth Management
Illinois
$493K +$85.6K +803 +21%
SCM
966
Steele Capital Management
Iowa
$489K +$489K +4,592 New
PP
967
Patten & Patten
Tennessee
$489K -$709K -6,650 -59%
IIC
968
Integrated Investment Consultants
Michigan
$483K
HCM
969
HMS Capital Management
Tennessee
$481K +$320 +3 +0.1%
PCM
970
Presidio Capital Management
California
$479K
FNB
971
Farmers National Bank
Kentucky
$479K
IAS
972
Insigneo Advisory Services
Florida
$478K +$478K +4,414 New
FAFN
973
First Affirmative Financial Network
Colorado
$477K -$138K -1,297 -22%
LW
974
Linscomb Wealth
Texas
$477K +$13.4K +126 +3%
FA
975
FSA Advisors
Michigan
$474K +$43.6K +408 +10%