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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 %
CFS
1001
CRA Financial Services
New Jersey
$299K -$14.2K -135 -5%
PWA
1002
Pillar Wealth Advisors
Pennsylvania
$296K +$296K +2,808 New
CWM
1003
Centurion Wealth Management
Virginia
$293K +$293K +2,775 New
FPCG
1004
Forum Private Client Group
Indiana
$293K +$14.9K +141 +5%
WIM
1005
WealthPlan Investment Management
Nebraska
$292K -$2.68K -25 -0.9%
TIM
1006
Total Investment Management
Arizona
$292K +$292K +2,770 New
WP
1007
WealthPLAN Partners
Nebraska
$292K +$292K +2,723 New
CCM
1008
Condor Capital Management
New Jersey
$292K -$33.9K -321 -10%
VWA
1009
V Wealth Advisors
Kansas
$291K
SAM
1010
Summit Asset Management
Tennessee
$290K
MA
1011
MBA Advisors
Pennsylvania
$289K -$193K -1,827 -40%
RFO
1012
RiverGlades Family Offices
Florida
$288K +$288K +2,725 New
PFM
1013
Peak Financial Management
Massachusetts
$288K +$288K +2,725 New
SIC
1014
Sigma Investment Counselors
Michigan
$286K +$20K +190 +8%
W
1015
WealthOne
New York
$282K -$318K -3,010 -53%
VVP
1016
Venture Visionary Partners
Ohio
$280K -$149K -1,414 -35%
C1AG
1017
Client 1st Advisory Group
Florida
$278K
IBOK
1018
Independence Bank of Kentucky
Kentucky
$278K -$30.6K -290 -10%
MAM
1019
Milestone Asset Management
Pennsylvania
$278K +$278K +2,576 New
FAAM
1020
First Ascent Asset Management
Colorado
$277K -$651K -6,166 -70%
PWW
1021
Pettyjohn Wood & White
Virginia
$277K -$15.8K -150 -5%
FM
1022
Family Management
New York
$277K +$30K +284 +12%
BHWA
1023
Beacon Harbor Wealth Advisors
Virginia
$276K +$276K +2,617 New
CST
1024
Charles Schwab Trust
Nevada
$275K +$275K +2,608 New
SIA
1025
Strategic Investment Advisors
Michigan
$275K +$275K +2,607 New