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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.

Holders
1,202
Holders Change
+76
Holders Change %
+6.75%
% of All Funds
19.4%
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 Market Value Shares Shares
Change
Shares
Change %
FCBT
76
First Citizens Bank & Trust
North Carolina
$42.3M 401,195 +36,121 +10%
Stifel Financial
77
Stifel Financial
Missouri
$42.1M 399,245 -302,724 -43%
WPW
78
Waldron Private Wealth
Pennsylvania
$41.1M 401,022
FFM
79
Forum Financial Management
Illinois
$41.1M 389,441 +195,528 +101%
AllianceBernstein
80
AllianceBernstein
Tennessee
$40.7M 386,075 +130,801 +51%
OIA
81
OneDigital Investment Advisors
Kansas
$40.2M 380,639 +220,499 +138%
WAP
82
Wealthcare Advisory Partners
Pennsylvania
$39.4M 373,007 -90,640 -20%
IWC
83
Integrated Wealth Concepts
Massachusetts
$37.5M 355,526 +311,826 +714%
SW
84
SoFi Wealth
California
$37.5M 355,027 +12,691 +4%
SP
85
Symmetry Partners
Connecticut
$36.8M 348,459 +32,302 +10%
LSAG
86
Lake Street Advisors Group
New Hampshire
$36.7M 347,341 +25,479 +8%
OWM
87
Orgel Wealth Management
Wisconsin
$34.7M 328,463 +276,200 +528%
CAG
88
Crestwood Advisors Group
Massachusetts
$34.5M 326,572 +12,692 +4%
OCM
89
One Capital Management
California
$34M 322,034 +15,466 +5%
AF
90
Allworth Financial
California
$33.9M 321,341 +22,966 +8%
PI
91
PFS Investments
Georgia
$33.8M 320,540 +45,862 +17%
Carson Wealth (CWM LLC)
92
Carson Wealth (CWM LLC)
Nebraska
$33.3M 315,553 +4,593 +1%
Baird Financial Group
93
Baird Financial Group
Wisconsin
$32.3M 305,850 -39,761 -12%
FSC
94
Full Sail Capital
Oklahoma
$32.3M 305,693 +106,633 +54%
Cerity Partners
95
Cerity Partners
New York
$31.8M 301,524 +70,793 +31%
CB
96
Commerce Bank
Missouri
$31.7M 300,075 +106,450 +55%
Thrivent Financial for Lutherans
97
Thrivent Financial for Lutherans
Minnesota
$31.5M 298,016 -15,314 -5%
AGA
98
Arkos Global Advisors
Texas
$31.4M 297,572 +156,336 +111%
LNWTC
99
Laird Norton Wetherby Trust Company
Washington
$31.4M 297,404 +63,087 +27%
MWP
100
Meridian Wealth Partners
Pennsylvania
$31.1M 294,626 +122 +0%