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iShares National Muni Bond ETF

1,216 hedge funds and large institutions have $30.2B invested in iShares National Muni Bond ETF in 2023 Q3 according to their latest regulatory filings, with 101 funds opening new positions, 518 increasing their positions, 430 reducing their positions, and 84 closing their positions.

Holders
1,216
Holders Change
+3
Holders Change %
+0.25%
% of All Funds
19.39%
Holding in Top 10
114
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+12.87%
% of All Funds
1.82%
New
101
Increased
518
Reduced
430
Closed
84
Calls
$21.8M
Puts
$3.09M
Net Calls
+$18.7M
Net Calls Change
+$20.5M
Name Market Value Shares Shares
Change
Shares
Change %
BA
1026
Bridge Advisory
California
$266K 2,593 +2,593 New
C1AG
1027
Client 1st Advisory Group
Florida
$263K 2,567
NCM
1028
Northwest Capital Management
Oregon
$261K 2,544 -2,506 -50%
OPWM
1029
Oxinas Partners Wealth Management
Indiana
$261K 2,542 +12 +0.5%
HCA
1030
Harbour Capital Advisors
Virginia
$260K 2,540 +2,540 New
PWM
1031
Palumbo Wealth Management
New York
$260K 2,534 +5 +0.2%
FA
1032
Fermata Advisors
California
$258K 2,517 +2,517 New
FF
1033
Francis Financial
$257K 2,505 +2,505 New
WH
1034
Whitcomb & Hess
Ohio
$257K 2,503 +3 +0.1%
HWA
1035
HCR Wealth Advisors
California
$256K 2,500
MOS
1036
MGO One Seven
Ohio
$256K 2,494 +2,494 New
SWP
1037
Strategic Wealth Partners
Ohio
$254K 2,477 -371 -13%
NL
1038
NEPC LLC
Massachusetts
$253K 2,472 +2,472 New
PWM
1039
PBMares Wealth Management
Virginia
$251K 2,448 -439 -15%
CPA
1040
Cardiff Park Advisors
California
$251K 2,445 +10 +0.4%
CFS
1041
Commonwealth Financial Services
West Virginia
$250K 2,442 +2,442 New
C
1042
Covestor
United Kingdom
$249K 2,429 +119 +5%
LA
1043
Legacy Advisors
Pennsylvania
$248K 2,418 +84 +4%
OPPS
1044
Obsidian Personal Planning Solutions
Maryland
$246K 2,403 +2,403 New
AWM
1045
Avaii Wealth Management
Wisconsin
$246K 2,395 +2,395 New
HIF
1046
Hill Island Financial
Michigan
$244K 2,382 +16 +0.7%
AFC
1047
AFT Forsyth & Company
Florida
$244K 2,380 -1,250 -34%
BWM
1048
Boyd Wealth Management
California
$244K 2,379 +2,379 New
HCM
1049
HMS Capital Management
Tennessee
$243K 2,369
PWS
1050
Paragon Wealth Strategies
Florida
$241K 2,354 -1,104 -32%