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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 %
EL
1001
EWA LLC
Pennsylvania
$434K +$179K +1,674 +70%
CWM
1002
Collaborative Wealth Management
Florida
$434K +$53.3K +495 +14%
AWM
1003
Act Wealth Management
Texas
$433K -$215K -2,000 -33%
SP
1004
Stablepoint Partners
Massachusetts
$433K -$73.7K -685 -15%
WF
1005
Welch & Forbes
Massachusetts
$432K +$432K +4,018 New
AAS
1006
Ameritas Advisory Services
Nebraska
$431K -$657K -6,151 -60%
HCA
1007
Horan Capital Advisors
Ohio
$431K -$212K -1,966 -33%
WJA
1008
Willis Johnson & Associates
Texas
$430K -$12.8K -119 -3%
FCFC
1009
First Citizens Financial Corp
Iowa
$429K +$53.2K +494 +14%
CWP
1010
Cyndeo Wealth Partners
Florida
$427K +$39.9K +371 +10%
WCM
1011
Windham Capital Management
Massachusetts
$425K
AWM
1012
Avaii Wealth Management
Wisconsin
$425K +$31.7K +295 +8%
MPPLM
1013
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$423K -$538 -5 -0.1%
CKAIS
1014
Christensen King & Associates Investment Services
Washington
$423K -$14.4K -134 -3%
GCM
1015
Gallacher Capital Management
Colorado
$422K -$73.3K -681 -15%
IFA
1016
Interactive Financial Advisors
Illinois
$421K -$873K -8,114 -67%
NCM
1017
NCM Capital Management
New Jersey
$420K
AWM
1018
Altus Wealth Management
Kentucky
$418K
HCP
1019
Hexagon Capital Partners
Arkansas
$416K +$101K +936 +32%
EFG
1020
Ethos Financial Group
Pennsylvania
$414K
RP
1021
Riverwater Partners
Wisconsin
$414K +$2.04K +19 +0.5%
BIA
1022
Bell Investment Advisors
California
$413K +$1.18K +11 +0.3%
SWM
1023
Sterling Wealth Management
Illinois
$411K +$126K +1,173 +44%
RMC
1024
Regis Management Company
California
$409K +$64.6K +600 +19%
RIA
1025
Realta Investment Advisors
Delaware
$407K +$4.63K +43 +1%