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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.

New
Increased
Maintained
Reduced
Closed
Holders
1,364
Holders Change
-6
Holders Change %
-0.44%
% of All Funds
19.77%
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 %
AFO
976
Arrowroot Family Office
California
$464K -$10.4K -97 -2%
PFG
977
PAX Financial Group
Texas
$463K +$102K +945 +28%
TCA
978
Transcend Capital Advisors
New Jersey
$463K +$30.9K +287 +7%
SGI
979
Summit Global Investments
Utah
$463K +$463K +4,302 New
BCA
980
Bray Capital Advisors
Florida
$463K
ARC
981
Advisor Resource Council
Texas
$462K -$1.89M -17,417 -80%
EIP
982
Ellis Investment Partners
Pennsylvania
$461K +$2.15K +20 +0.5%
FA
983
Fountainhead AM
New Jersey
$461K -$2.31M -21,480 -83%
Nuveen Asset Management
984
Nuveen Asset Management
Illinois
$461K -$35.2M -327,191 -99%
NFA
985
Northwest Financial Advisors
Virginia
$460K +$1.61K +15 +0.4%
DAC
986
Dividend Assets Capital
South Carolina
$459K
EWS
987
Eagle Wealth Strategies
New Jersey
$459K -$524K -4,895 -53%
GF
988
Gries Financial
Ohio
$457K +$457K +4,247 New
SMC
989
Smith, Moore & Co
Missouri
$453K -$55.9K -520 -11%
PIA
990
Pinion Investment Advisors
Kansas
$452K +$452K +4,205 New
AA
991
Addison Advisors
Vermont
$452K +$25.3K +235 +6%
FFM
992
Flagstone Financial Management
Nebraska
$446K -$10.2K -95 -2%
PWM
993
Palumbo Wealth Management
New York
$445K +$171K +1,593 +63%
WAG
994
Wheelhouse Advisory Group
Missouri
$444K -$53.9K -501 -11%
SPI
995
Sutton Place Investors
New York
$444K +$137K +1,275 +45%
WAG
996
Winthrop Advisory Group
Massachusetts
$444K +$444K +4,123 New
SPWG
997
Sage Private Wealth Group
Illinois
$443K -$477K -4,433 -52%
HBT
998
Hills Bank & Trust
Iowa
$442K
EFG
999
Erickson Financial Group
Pennsylvania
$437K -$42.9K -399 -9%
FA
1000
FSA Advisors
Michigan
$434K +$12.4K +115 +3%