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iShares National Muni Bond ETF

1,507 hedge funds and large institutions have $37.2B invested in iShares National Muni Bond ETF in 2024 Q4 according to their latest regulatory filings, with 218 funds opening new positions, 649 increasing their positions, 465 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,507
Holders Change
+119
Holders Change %
+8.57%
% of All Funds
20.06%
Holding in Top 10
121
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+11.01%
% of All Funds
1.61%
New
218
Increased
649
Reduced
465
Closed
73
Calls
$74.3M
Puts
$144M
Net Calls
-$70.2M
Net Calls Change
-$78.8M
Name Holding Trade Value Shares
Change
Shares
Change %
CAM
1001
Clark Asset Management
New Hampshire
$597K +$597K +5,604 New
LF
1002
Lee Financial
Texas
$595K +$31.3K +294 +6%
AWM
1003
Accel Wealth Management
Iowa
$593K -$746 -7 -0.1%
USB
1004
Union Savings Bank
Connecticut
$593K +$173K +1,624 +41%
SAM
1005
Smartleaf Asset Management
Massachusetts
$591K -$254K -2,382 -30%
FW
1006
Fairway Wealth
Ohio
$590K +$161K +1,512 +38%
SFWC
1007
Strategic Family Wealth Counselors
New Jersey
$589K +$3.84K +36 +0.7%
UFA
1008
Uptown Financial Advisors
Texas
$588K +$588K +5,518 New
MGIA
1009
Moneta Group Investment Advisors
Missouri
$584K +$114K +1,069 +24%
KCAM
1010
Kagan Cocozza Asset Management
New Jersey
$580K +$580K +5,448 New
EWA
1011
Evolution Wealth Advisors
Florida
$579K +$51.8K +486 +10%
FYW
1012
Future You Wealth
New York
$579K +$579K +5,431 New
FNA
1013
First National Advisers
Nebraska
$577K +$577K +5,416 New
NB
1014
NBT Bank
New York
$576K
IWM
1015
Integris Wealth Management
California
$574K +$182K +1,708 +46%
CCA
1016
Cadent Capital Advisors
Oklahoma
$573K +$5.54K +52 +1%
RPA
1017
Rock Point Advisors
Vermont
$573K +$573K +5,375 New
PWA
1018
Provenance Wealth Advisors
Florida
$571K
WAOI
1019
Wealth Advisors of Iowa
Iowa
$570K -$394K -3,693 -41%
FCP
1020
Fidelis Capital Partners
Florida
$568K +$124K +1,166 +28%
AAS
1021
Ameritas Advisory Services
Nebraska
$567K +$347K +3,261 +158%
TWM
1022
Tradition Wealth Management
Minnesota
$564K -$32K -300 -5%
HCP
1023
Hexagon Capital Partners
Arkansas
$560K -$2.56K -24 -0.5%
PFGIA
1024
Patriot Financial Group Insurance Agency
Massachusetts
$559K -$93.9K -881 -14%
WG
1025
Wealth Group
North Carolina
$559K +$104K +977 +23%