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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.

Holders
1,201
Holders Change
-1
Holders Change %
-0.08%
% of All Funds
19.23%
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 Market Value Shares Shares
Change
Shares
Change %
WPW
76
Waldron Private Wealth
Pennsylvania
$42.7M 396,082 -4,940 -1%
MNG
77
Manning & Napier Group
New York
AllianceBernstein
78
AllianceBernstein
Tennessee
$41.6M 385,782 -293 -0.1%
SP
79
Symmetry Partners
Connecticut
$40.8M 378,964 +30,505 +9%
PFO
80
Pathstone Family Office
New Jersey
$40.4M 374,566 +279,314 +293%
OIA
81
OneDigital Investment Advisors
Kansas
$40.2M 372,738 -7,901 -2%
SW
82
SoFi Wealth
California
$39.2M 364,112 +9,085 +3%
PI
83
PFS Investments
Georgia
$38.8M 358,423 +37,883 +12%
FMWA
84
Forvis Mazars Wealth Advisors
Missouri
$37.3M 346,371 +237,540 +218%
Thrivent Financial for Lutherans
85
Thrivent Financial for Lutherans
Minnesota
$37.1M 345,123 +47,107 +16%
Carson Wealth (CWM LLC)
86
Carson Wealth (CWM LLC)
Nebraska
$36.8M 341,326 +25,773 +8%
AF
87
Allworth Financial
California
$36.4M 337,752 +16,411 +5%
LSAG
88
Lake Street Advisors Group
New Hampshire
$36.4M 337,752 -9,589 -3%
RJA
89
Raymond James & Associates
Florida
$36.1M 334,912 -77,804 -19%
B
90
Bailard
California
$35.4M 328,965 +131,429 +67%
Franklin Resources
91
Franklin Resources
California
$33.5M 310,594 +205,869 +197%
MG
92
Mather Group
Illinois
$33.2M 308,273 +31,066 +11%
OWM
93
Orgel Wealth Management
Wisconsin
$33M 306,627 -21,836 -7%
Prudential Financial
94
Prudential Financial
New Jersey
$32.6M 305,679 +45,503 +17%
MWP
95
Meridian Wealth Partners
Pennsylvania
$31.9M 295,736 +1,110 +0.4%
CFM
96
Comprehensive Financial Management
California
$31.6M 12,012
CB
97
Commerce Bank
Missouri
$31.2M 290,012 -10,063 -3%
FFM
98
Forum Financial Management
Illinois
$31.1M 288,647 -100,794 -26%
APW
99
Austin Private Wealth
Texas
$31.1M 288,356 +1,963 +0.7%
FSC
100
Full Sail Capital
Oklahoma
$30.7M 285,105 -20,588 -7%