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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 %
TCM
1026
True Capital Management
California
$263K +$1.08K +10 +0.4%
OWM
1027
OneAscent Wealth Management
Alabama
$262K
BHWA
1028
Beacon Harbor Wealth Advisors
Virginia
$261K -$21.1K -196 -7%
SFG
1029
Sovereign Financial Group
Connecticut
$260K +$4.2K +39 +2%
BCA
1030
Bay Colony Advisors
Massachusetts
$260K -$4.09K -38 -2%
BF
1031
Brooklyn FI
New York
$259K -$92.7K -802 -26%
VFPW
1032
Vantage Financial Partners (Wisconsin)
Wisconsin
$258K +$258K +2,399 New
BO
1033
Bank OZK
Arkansas
$258K +$27.4K +254 +12%
AC
1034
Anson Capital
Georgia
$257K -$188K -1,745 -42%
HCM
1035
HMS Capital Management
Tennessee
$255K -$190K -1,764 -43%
LA
1036
Latitude Advisors
Florida
$254K +$254K +2,356 New
RF
1037
RHS Financial
California
$253K -$5.17K -48 -2%
NCM
1038
Northland Capital Management
Minnesota
$252K +$14K +130 +6%
BCM
1039
Boltwood Capital Management
California
$248K +$3.77K +35 +2%
FAAM
1040
First Ascent Asset Management
Colorado
$247K -$35.5K -329 -13%
HT
1041
Headlands Technologies
Illinois
$246K +$246K +2,286 New
VHAM
1042
Van Hulzen Asset Management
California
$246K -$673K -6,236 -73%
Commonwealth Equity Services
1043
Commonwealth Equity Services
Massachusetts
$242K +$15.1K +140,200 +7%
TDWM
1044
Topel & Distasi Wealth Management
California
$241K
C
1045
Covestor
United Kingdom
$241K +$19.6K +182 +9%
PCH
1046
PGIM Custom Harvest
New Jersey
$240K +$240K +2,229 New
GWANC
1047
Guardian Wealth Advisors (North Carolina)
North Carolina
$239K
DT
1048
Diversified Trust
Tennessee
$235K +$235K +2,181 New
EWM
1049
EPG Wealth Management
Georgia
$235K +$202K +1,877 +622%
WCWM
1050
Willow Creek Wealth Management
California
$235K