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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 %
WW
951
Westshore Wealth
California
$727K +$79.4K +745 +12%
NAM
952
NTV Asset Management
West Virginia
$726K -$266K -2,500 -27%
EB
953
Eastern Bank
Massachusetts
$721K
WFA
954
West Financial Advisors
Iowa
$716K +$426 +4 +0.1%
AFG
955
Altiora Financial Group
Ohio
$712K
IFPL
956
Investments & Financial Planning LLC
Kentucky
$711K +$1.71K +16 +0.2%
WAG
957
Winthrop Advisory Group
Massachusetts
$710K +$179K +1,679 +34%
FAM
958
Flaharty Asset Management
Florida
$710K
PWPS
959
Pinnacle Wealth Planning Services
Ohio
$709K
HCM
960
HMS Capital Management
Tennessee
$702K +$171K +1,606 +32%
CFP
961
Cypress Financial Planning
New Jersey
$697K +$301K +2,827 +76%
IA
962
IFC Advisors
California
$692K +$692K +6,499 New
MWA
963
Merkkuri Wealth Advisors
New York
$690K +$54.2K +509 +9%
SMC
964
Smith, Moore & Co
Missouri
$687K +$235K +2,207 +52%
CRFG
965
Columbia River Financial Group
Washington
$679K +$679K +6,381 New
CG
966
CFO4Life Group
Texas
$678K -$75.3K -707 -10%
HFO
967
Heritage Family Offices
Arizona
$678K -$38.9K -365 -5%
GD
968
Grandfield & Dodd
New York
$673K
T. Rowe Price Associates
969
T. Rowe Price Associates
Maryland
$672K -$207K
WFAG
970
Wescott Financial Advisory Group
Pennsylvania
$664K +$4.58K +43 +0.7%
BA
971
Ballast Advisors
Minnesota
$661K +$36.7K +344 +6%
NFG
972
Nations Financial Group
Iowa
$655K -$64.1K -602 -9%
BWMG
973
Barnes Wealth Management Group
California
$653K +$653K +6,130 New
MCM
974
Maple Capital Management
Vermont
$653K +$153K +1,438 +31%
KNFPWM
975
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$651K +$36.5K +343 +6%