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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 %
NP
1001
Nilsine Partners
Colorado
$300K +$300K +2,788 New
TIM
1002
Total Investment Management
Arizona
$300K +$1.19K +11 +0.4%
FPCG
1003
Forum Private Client Group
Indiana
$299K
AT
1004
American Trust
Kentucky
$298K +$298K +2,126 New
SIC
1005
Sigma Investment Counselors
Michigan
$297K +$4.85K +45 +2%
SAM
1006
Summit Asset Management
Tennessee
$296K
MA
1007
MBA Advisors
Pennsylvania
$295K
OPWM
1008
Oxinas Partners Wealth Management
Indiana
$291K +$291K +2,697 New
W
1009
WealthOne
New York
$288K +$323 +3 +0.1%
LL
1010
LWMG LLC
Minnesota
$285K +$45.2K +420 +19%
IBOK
1011
Independence Bank of Kentucky
Kentucky
$283K
FGA
1012
Fortis Group Advisors
New Jersey
$281K +$281K +2,623 New
CPA
1013
Cardiff Park Advisors
California
$281K +$19.8K +184 +8%
PWW
1014
Pettyjohn Wood & White
Virginia
$280K -$3.56K -33 -1%
AF
1015
Affiance Financial
Minnesota
$279K -$1.07M -9,904 -79%
MAG
1016
MRA Advisory Group
New Jersey
$277K
C1AG
1017
Client 1st Advisory Group
Florida
$277K -$7.65K -71 -3%
PWM
1018
Palumbo Wealth Management
New York
$272K +$272K +2,523 New
T. Rowe Price Associates
1019
T. Rowe Price Associates
Maryland
$270K -$264K
MA
1020
MAS Advisors
Florida
$268K
JAG
1021
Journey Advisory Group
Kentucky
$268K -$5.71K -53 -2%
FIM
1022
Freedom Investment Management
Connecticut
$267K +$267K +2,479 New
WH
1023
Whitcomb & Hess
Ohio
$266K -$67.4K -626 -20%
EF
1024
Exeter Financial
Arizona
$265K
WSFS
1025
Wilmington Savings Fund Society
Delaware
$264K -$5.71K -53 -2%