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iShares National Muni Bond ETF

1,336 hedge funds and large institutions have $32.5B invested in iShares National Muni Bond ETF in 2024 Q2 according to their latest regulatory filings, with 106 funds opening new positions, 633 increasing their positions, 427 reducing their positions, and 116 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,336
Holders Change
-28
Holders Change %
-2.05%
% of All Funds
19.43%
Holding in Top 10
117
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-0.85%
% of All Funds
1.7%
New
106
Increased
633
Reduced
427
Closed
116
Calls
$6.12M
Puts
$187M
Net Calls
-$181M
Net Calls Change
-$130M
Name Holding Trade Value Shares
Change
Shares
Change %
SWP
1026
Summit Wealth Partners
Florida
$395K +$1.6K +15 +0.4%
BFG
1027
Beacon Financial Group
Texas
$394K -$66.3K -622 -14%
NWM
1028
Northwest Wealth Management
Iowa
$394K +$12.7K +119 +3%
GFA
1029
Gallagher Fiduciary Advisors
Illinois
$392K +$22.5K +211 +6%
IWM
1030
Integris Wealth Management
California
$392K -$231K -2,169 -37%
VFG
1031
Valley Financial Group
Pennsylvania
$390K +$1.92K +18 +0.5%
FGA
1032
Fortis Group Advisors
New Jersey
$390K +$390K +3,659 New
HWA
1033
Hilltop Wealth Advisors
North Carolina
$390K
VNIM
1034
Vaughan Nelson Investment Management
Texas
$389K
VC
1035
Veracity Capital
Georgia
$388K -$393K -3,688 -50%
VFA
1036
Valeo Financial Advisors
Indiana
$388K +$138K +1,295 +55%
LHC
1037
Little House Capital
Massachusetts
$388K +$10.8K +101 +3%
GCM
1038
Gallacher Capital Management
Colorado
$382K -$35.4K -332 -8%
IFA
1039
Interactive Financial Advisors
Illinois
$382K -$35.3K -331 -8%
RZH
1040
Relyea Zuckerberg Hanson
Connecticut
$378K
SAG
1041
Spotlight Asset Group
Illinois
$378K
AFAS
1042
Acorn Financial Advisory Services
Virginia
$377K
TWP
1043
Tyche Wealth Partners
Texas
$376K
GIA
1044
Gladstone Institutional Advisory
Florida
$375K +$26.3K +247 +8%
SFP
1045
Shepherd Financial Partners
Massachusetts
$375K +$11.5K +108 +3%
BJL
1046
Brighton Jones LLC
Washington
$373K +$173K +1,624 +87%
CCG
1047
Catalina Capital Group
California
$373K +$8.42K +79 +2%
AAS
1048
Ameritas Advisory Services
Nebraska
$372K -$57.5K -540 -13%
CWM
1049
Chemistry Wealth Management
New York
$372K
WCM
1050
Weaver Capital Management
Georgia
$370K -$326K -3,055 -47%