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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.

Holders
1,507
Holders Change
+119
Holders Change %
+8.57%
% of All Funds
20.07%
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 Market Value Shares Shares
Change
Shares
Change %
WAP
76
Wealthcare Advisory Partners
Pennsylvania
$60.2M 565,380 +105,343 +23%
Bessemer Group
77
Bessemer Group
New Jersey
$59.5M 558,358 +105,720 +23%
SW
78
SoFi Wealth
California
$58.6M 549,510 +64,274 +13%
BPA
79
Beacon Pointe Advisors
California
$58.1M 545,336 -3,336 -0.6%
FG
80
Foster Group
Iowa
$56.8M 532,674 +47,988 +10%
Bank of Montreal
81
Bank of Montreal
Ontario, Canada
$53.3M 500,694 +44,937 +10%
JWA
82
JFS Wealth Advisors
Pennsylvania
$52.8M 495,989 +30,600 +7%
KIM
83
Kestra Investment Management
Texas
$52.5M 493,112 +90,378 +22%
MNA
84
Manning & Napier Advisors
New York
$52.3M 490,539 -9,913 -2%
CCM
85
Coldstream Capital Management
Washington
$51.7M 485,287 -13,197 -3%
AllianceBernstein
86
AllianceBernstein
Tennessee
$49.3M 463,155 +34,322 +8%
Comerica Bank
87
Comerica Bank
Texas
$46.3M 434,512 +67,438 +18%
AWM
88
Angeles Wealth Management
California
$45.2M 423,985 -160,138 -27%
FFA
89
Farther Finance Advisors
California
$45M 422,029 +121,681 +41%
Pathstone Holdings
90
Pathstone Holdings
New Jersey
$44.9M 421,747 -7,018 -2%
GSIS
91
Global Strategic Investment Solutions
Arizona
$43.4M 407,601 +129,827 +47%
Rockefeller Capital Management
92
Rockefeller Capital Management
New York
$42.2M 396,449 +3,260 +0.8%
Baird Financial Group
93
Baird Financial Group
Wisconsin
$41.2M 386,368 +77,715 +25%
Thrivent Financial for Lutherans
94
Thrivent Financial for Lutherans
Minnesota
$39.9M 371,899 +7,310 +2%
HSBC Holdings
95
HSBC Holdings
United Kingdom
$38.8M 364,236 -3,096 -0.8%
WPW
96
Waldron Private Wealth
Pennsylvania
$37.8M 355,064 +11,602 +3%
AF
97
Allworth Financial
California
$37.8M 355,638 +101,692 +40%
AWM
98
AE Wealth Management
Kansas
$37.7M 353,862 +17,815 +5%
SA
99
Sanctuary Advisors
Indiana
$36.9M 345,357 -22,023 -6%
CB
100
Commerce Bank
Missouri
$36.5M 342,393 +36,468 +12%