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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 %
AWM
1051
Act Wealth Management
Texas
$233K +$4.42K +41 +2%
WP
1052
WealthPLAN Partners
Nebraska
$233K -$60.8K -564 -21%
VCM
1053
Verde Capital Management
Michigan
$232K +$13.3K +123 +6%
AFA
1054
Arlington Financial Advisors
California
$232K +$232K +2,155 New
OLA
1055
Oliver Luxxe Assets
New Jersey
$232K
SFP
1056
Strategic Financial Planning
Texas
$228K
IWN
1057
Independent Wealth Network
Iowa
$227K +$227K +2,109 New
GBWM
1058
Granite Bay Wealth Management
New Hampshire
$226K
AM
1059
Atwater Malick
Pennsylvania
$226K
DCM
1060
DGS Capital Management
New Jersey
$225K
IP
1061
Intellectus Partners
California
$224K +$323 +3 +0.1%
BWP
1062
Balboa Wealth Partners
Arizona
$224K
RHP
1063
Royal Harbor Partners
Texas
$222K
TBC
1064
Ted Buchan & Co
California
$222K -$29.5K -274 -12%
LCGC
1065
Legacy Capital Group California
California
$221K +$221K +2,049 New
AI
1066
Arrien Investments
Idaho
$220K +$220K +2,044 New
FWM
1067
FFT Wealth Management
Pennsylvania
$219K +$108 +1 +0%
IAG
1068
Investment Advisory Group
Massachusetts
$219K -$59.3K -550 -21%
VCM
1069
Vivaldi Capital Management
Illinois
$218K -$42K -390 -16%
BOH
1070
Bank of Hawaii
Hawaii
$217K
TF
1071
TimeScale Financial
Massachusetts
$217K +$217K +2,014 New
MFT
1072
Moisand Fitzgerald Tamayo
Florida
$216K -$15.8K -147 -7%
CB
1073
Cadence Bank
Mississippi
$215K
HWA
1074
HCR Wealth Advisors
California
$215K
MPCL
1075
My Personal CFO LLC
Washington
$215K