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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.

Holders
1,364
Holders Change
-6
Holders Change %
-0.44%
% of All Funds
19.78%
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 %
Carson Wealth (CWM LLC)
76
Carson Wealth (CWM LLC)
Nebraska
$49M +$13.6M +126,223 +38%
MNG
77
Manning & Napier Group
New York
$47.4M -$47.6M
RJA
78
Raymond James & Associates
Florida
$47.3M -$2.05M -19,089 -4%
FFM
79
Forum Financial Management
Illinois
$47.2M +$5.19M +48,260 +12%
JWA
80
JFS Wealth Advisors
Pennsylvania
$46.7M +$571K +5,310 +1%
PMFA
81
Plante Moran Financial Advisors
Michigan
$45.7M -$6.47M -60,158 -12%
FG
82
Foster Group
Iowa
$44.3M -$53.1M -493,859 -55%
SW
83
SoFi Wealth
California
$43.3M +$2.77M +25,703 +7%
AllianceBernstein
84
AllianceBernstein
Tennessee
$42.7M -$533K -4,950 -1%
WAP
85
Wealthcare Advisory Partners
Pennsylvania
$42.4M +$4.98M +46,264 +13%
Rockefeller Capital Management
86
Rockefeller Capital Management
New York
$41.2M +$1.42M +13,178 +4%
HSBC Holdings
87
HSBC Holdings
United Kingdom
$40.8M +$1.09M +10,099 +3%
Comerica Bank
88
Comerica Bank
Texas
$38.1M -$500K -4,649 -1%
Focus Partners Wealth
89
Focus Partners Wealth
Massachusetts
$37.6M -$2.94M -27,313 -7%
WPW
90
Waldron Private Wealth
Pennsylvania
$36.5M +$5.92K +55 +0%
JFGIW
91
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$36.4M -$922K -8,572 -2%
CC
92
Centiva Capital
New York
$35.8M -$145M -1,344,600 -80%
APW
93
Austin Private Wealth
Texas
$34.5M -$942K -8,830 -3%
MA
94
Mosaic Advisors
Texas
$34.4M +$109K +1,011 +0.3%
FSC
95
Full Sail Capital
Oklahoma
$33.7M +$29.2K +271 +0.1%
APP
96
Avantax Planning Partners
Iowa
$33.7M +$7.26M +67,462 +27%
LSAG
97
Lake Street Advisors Group
New Hampshire
$33.7M +$13.3K +124 +0%
Thrivent Financial for Lutherans
98
Thrivent Financial for Lutherans
Minnesota
$33.5M +$531K +4,936 +2%
M&T Bank
99
M&T Bank
New York
$32.7M -$24.5M -228,033 -43%
BlackRock
100
BlackRock
New York
$32.4M -$241M -2,235,473 -88%