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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 %
SFS
1026
Sharp Financial Services
Pennsylvania
$398K -$53.8K -500 -12%
SWP
1027
Summit Wealth Partners
Florida
$397K +$1.08K +10 +0.3%
HWA
1028
Hilltop Wealth Advisors
North Carolina
$393K
VNIM
1029
Vaughan Nelson Investment Management
Texas
$393K
VFG
1030
Valley Financial Group
Pennsylvania
$392K +$113K +1,046 +40%
IAIM
1031
International Assets Investment Management
Florida
$391K -$595K -5,562 -60%
NWM
1032
Northwest Wealth Management
Iowa
$385K -$16K -149 -4%
BHWM
1033
Bar Harbor Wealth Management
New Hampshire
$384K +$30K +279 +8%
EIA
1034
Edgemoor Investment Advisors
Maryland
$383K
SW
1035
SMART Wealth
Nebraska
$382K +$37.7K +350 +11%
RZH
1036
Relyea Zuckerberg Hanson
Connecticut
$382K -$99.9K -928 -21%
SAG
1037
Spotlight Asset Group
Illinois
$381K
AFAS
1038
Acorn Financial Advisory Services
Virginia
$381K +$381K +3,539 New
LHC
1039
Little House Capital
Massachusetts
$381K -$41K -381 -10%
TWP
1040
Tyche Wealth Partners
Texas
$380K
AB
1041
Atlas Brown
Kentucky
$380K +$380K +3,530 New
SWP
1042
Strategic Wealth Partners
Ohio
$379K +$146K +1,359 +63%
FPAS
1043
Focus Partners Advisor Solutions
Missouri
$378K -$1.85M -17,167 -83%
HH
1044
Hilltop Holdings
Texas
$376K +$96.8K +900 +35%
CWM
1045
Chemistry Wealth Management
New York
$376K
WH
1046
Whitcomb & Hess
Ohio
$374K -$215 -2 -0.1%
GFA
1047
Gallagher Fiduciary Advisors
Illinois
$373K -$53.5K -497 -13%
CAMV
1048
Concord Asset Management (Virginia)
Virginia
$370K -$172K -1,594 -32%
ZIM
1049
Zacks Investment Management
Illinois
$368K -$60.1K -559 -14%
CCG
1050
Catalina Capital Group
California
$368K +$101K +935 +38%