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iShares National Muni Bond ETF

1,336 hedge funds and large institutions have $32.5B invested in iShares National Muni Bond ETF in 2024 Q2 according to their latest regulatory filings, with 106 funds opening new positions, 633 increasing their positions, 427 reducing their positions, and 116 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,336
Holders Change
-28
Holders Change %
-2.05%
% of All Funds
19.43%
Holding in Top 10
117
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-0.85%
% of All Funds
1.7%
New
106
Increased
633
Reduced
427
Closed
116
Calls
$6.12M
Puts
$187M
Net Calls
-$181M
Net Calls Change
-$130M
Name Holding Trade Value Shares
Change
Shares
Change %
GAA
976
Guardian Asset Advisors
Pennsylvania
$474K -$51.8K -486 -10%
BIM
977
Breakwater Investment Management
Washington
$466K +$434K +4,077 +1,377%
EAM
978
Empirical Asset Management
Massachusetts
$464K +$464K +93,146 New
ATS
979
Ashton Thomas Securities
New York
$463K +$463K +3,990 New
EWS
980
Eagle Wealth Strategies
New Jersey
$460K +$3.41K +32 +0.7%
FWA
981
FOCUS Wealth Advisors
Texas
$460K
WJA
982
Willis Johnson & Associates
Texas
$460K +$33.8K +317 +8%
EFG
983
Ethos Financial Group
Pennsylvania
$457K +$47.7K +448 +12%
DAC
984
Dividend Assets Capital
South Carolina
$455K
AFO
985
Arrowroot Family Office
California
$452K -$7.14K -67 -2%
SMC
986
Smith, Moore & Co
Missouri
$450K +$1.28K +12 +0.3%
9WM
987
9258 Wealth Management
Ohio
$446K -$101K -952 -19%
AA
988
Addison Advisors
Vermont
$446K -$1.49K -14 -0.3%
FFM
989
Flagstone Financial Management
Nebraska
$441K
WH
990
Whitcomb & Hess
Ohio
$440K +$69.5K +652 +19%
TPWA
991
TRUE Private Wealth Advisors
Oregon
$440K -$161K -1,507 -27%
CKAIS
992
Christensen King & Associates Investment Services
Washington
$439K +$20.9K +196 +5%
BIA
993
Bell Investment Advisors
California
$438K +$29K +272 +7%
HBT
994
Hills Bank & Trust
Iowa
$438K
IWP
995
Innova Wealth Partners
Pennsylvania
$437K -$58.6K -550 -12%
WC
996
Whitney & Co
New York
$435K +$97.3K +913 +29%
FPAS
997
Focus Partners Advisor Solutions
Missouri
$435K +$61K +572 +16%
AB
998
Atlas Brown
Kentucky
$434K +$58.4K +548 +16%
CWM
999
Collaborative Wealth Management
Florida
$434K +$4.26K +40 +1%
KNFPWM
1000
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$433K +$433K +4,060 New