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iShares National Muni Bond ETF

1,213 hedge funds and large institutions have $27.5B invested in iShares National Muni Bond ETF in 2023 Q2 according to their latest regulatory filings, with 92 funds opening new positions, 518 increasing their positions, 431 reducing their positions, and 69 closing their positions.

Holders
1,213
Holders Change
+12
Holders Change %
+1%
% of All Funds
19.13%
Holding in Top 10
101
Holding in Top 10 Change
-17
Holding in Top 10 Change %
-14.41%
% of All Funds
1.59%
New
92
Increased
518
Reduced
431
Closed
69
Calls
$1.35M
Puts
$3.17M
Net Calls
-$1.83M
Net Calls Change
-$1.33M
Name Market Value Shares Shares
Change
Shares
Change %
JAG
1026
Journey Advisory Group
Kentucky
$266K 2,489
FGA
1027
Fortis Group Advisors
New Jersey
$263K 2,469 -154 -6%
WSFS
1028
Wilmington Savings Fund Society
Delaware
$261K 2,450
EF
1029
Exeter Financial
Arizona
$260K 2,450
CPA
1030
Cardiff Park Advisors
California
$260K 2,435 -169 -6%
HCM
1031
HMS Capital Management
Tennessee
$253K 2,369
HIF
1032
Hill Island Financial
Michigan
$253K 2,366 -5,971 -72%
EP
1033
Essential Planning
New Hampshire
$251K 2,354 -230 -9%
NCM
1034
Northland Capital Management
Minnesota
$250K 2,340
LA
1035
Legacy Advisors
Pennsylvania
$249K 2,334 +2,334 New
WCFA
1036
Walkner Condon Financial Advisors
Wisconsin
$248K 2,321 -1,175 -34%
C
1037
Covestor
United Kingdom
$247K 2,310 +77 +3%
TFA
1038
Teamwork Financial Advisors
Texas
$246K 2,303 -2,595 -53%
BO
1039
Bank OZK
Arkansas
$244K 2,287 -108 -5%
MFG
1040
Merit Financial Group
Georgia
$243K 2,278 -2,958 -56%
VHAM
1041
Van Hulzen Asset Management
California
$243K 2,280
AWMS
1042
Advocacy Wealth Management Services
Georgia
$243K 2,276 +2,276 New
CCMG
1043
Clark Capital Management Group
Pennsylvania
$240K 2,244 -17,357 -89%
TDWM
1044
Topel & Distasi Wealth Management
California
$239K 2,241
VCM
1045
Verde Capital Management
Michigan
$238K 2,228 +72 +3%
DIP
1046
DT Investment Partners
Pennsylvania
$238K 2,239 +916 +69%
BHWA
1047
Beacon Harbor Wealth Advisors
Virginia
$237K 2,221 -200 -8%
GWANC
1048
Guardian Wealth Advisors (North Carolina)
North Carolina
$237K 2,217
SWM
1049
Sugarloaf Wealth Management
Georgia
$237K 2,217 -905 -29%
AWM
1050
Act Wealth Management
Texas
$237K 2,216 +50 +2%