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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.

New
Increased
Maintained
Reduced
Closed
Holders
1,201
Holders Change
-1
Holders Change %
-0.08%
% of All Funds
19.22%
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 Holding Trade Value Shares
Change
Shares
Change %
SIG
976
Spinnaker Investment Group
California
$328K -$47.6K -442 -13%
CCA
977
Conservest Capital Advisors
Pennsylvania
$324K +$324K +3,010 New
GWCM
978
Godshalk Welsh Capital Management
Pennsylvania
$323K +$323K +3,000 New
GKIM
979
GW&K Investment Management
Massachusetts
$323K -$2.56M -23,750 -89%
CIC
980
Carnegie Investment Counsel
Ohio
$322K -$7.65K -71 -2%
IIC
981
Ironwood Investment Counsel
Arizona
$322K -$63.9K -593 -17%
SFFS
982
Stonehage Fleming Financial Services
Jersey
$322K +$152K +1,410 +89%
PWLP
983
Prio Wealth Limited Partnership
Massachusetts
$320K +$320K +2,969 New
VVP
984
Venture Visionary Partners
Ohio
$315K +$29K +269 +10%
IA
985
Insight Advisors
Pennsylvania
$314K
PWM
986
PBMares Wealth Management
Virginia
$311K
CW
987
Channel Wealth
California
$310K +$310K +2,881 New
QPWM
988
Quadrant Private Wealth Management
Pennsylvania
$309K -$38.6K -358 -11%
GWM
989
Gray Wealth Management
Maine
$309K -$69K -640 -18%
BP
990
BBR Partners
New York
$309K
TNBTD
991
Trustmark National Bank Trust Department
Mississippi
$308K
LMKC
992
L.M. Kohn & Company
Ohio
$307K -$51.2K -475 -14%
APC
993
Aspire Private Capital
North Carolina
$306K +$42.8K +397 +16%
FWIA
994
Fort Washington Investment Advisors
Ohio
$306K
PFM
995
Peak Financial Management
Massachusetts
$303K +$9.48K +88 +3%
PWA
996
Pillar Wealth Advisors
Pennsylvania
$303K
TPWA
997
TRUE Private Wealth Advisors
Oregon
$302K -$35.1K -326 -10%
BPWM
998
Badgley Phelps Wealth Managers
Washington
$302K -$80.8K -750 -21%
CAP
999
Columbia Advisory Partners
Washington
$301K +$39.7K +368 +15%
CFS
1000
CRA Financial Services
New Jersey
$301K -$4.31K -40 -1%