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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.

New
Increased
Maintained
Reduced
Closed
Holders
1,202
Holders Change
+76
Holders Change %
+6.75%
% of All Funds
19.39%
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 Holding Trade Value Shares
Change
Shares
Change %
BBNB
976
Baker Boyer National Bank
Washington
$328K
FIC
977
Family Investment Center
Missouri
$327K +$327K +3,102 New
AIC
978
Archer Investment Corporation
Indiana
$327K
WH
979
Whitcomb & Hess
Ohio
$327K +$327K +3,095 New
DWM
980
Defined Wealth Management
Oregon
$325K +$325K +3,076 New
BA
981
Bristlecone Advisors
Washington
$324K +$324K +3,074 New
CIC
982
Carnegie Investment Counsel
Ohio
$323K -$13.6K -129 -4%
MPW
983
Melone Private Wealth
Michigan
$323K -$83.1K -788 -20%
WF
984
Welch & Forbes
Massachusetts
$323K -$213K -2,023 -40%
BA
985
Ballast Advisors
Minnesota
$322K +$95.7K +907 +42%
GJIC
986
Gamble Jones Investment Counsel
California
$317K +$633 +6 +0.2%
CFO
987
Collective Family Office
Pennsylvania
$317K +$95.4K +904 +43%
MSFS
988
Main Street Financial Solutions
Pennsylvania
$312K -$62.7K -595 -17%
LWP
989
Laurel Wealth Planning
Minnesota
$310K
IA
990
Insight Advisors
Pennsylvania
$309K +$309K +2,918 New
Koshinski Asset Management
991
Koshinski Asset Management
Illinois
$305K +$305K +2,888 New
PWM
992
PBMares Wealth Management
Virginia
$305K -$82.6K -783 -21%
PCA
993
Prosperity Capital Advisors
Ohio
$304K +$304K +2,880 New
CSWG
994
Cardinal Strategic Wealth Guidance
Kentucky
$303K -$20.3M -191,969 -99%
BP
995
BBR Partners
New York
$303K +$303K +2,870 New
CT
996
Colonial Trust
South Carolina
$302K -$68.9K -652 -19%
TNBTD
997
Trustmark National Bank Trust Department
Mississippi
$302K +$302K +2,859 New
PWMAG
998
Pinnacle Wealth Management Advisory Group
New Jersey
$301K -$72.3K -685 -19%
WC
999
Whitney & Co
New York
$300K -$131K -1,237 -30%
FWIA
1000
Fort Washington Investment Advisors
Ohio
$299K -$20K -190 -6%