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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 %
BCM
1051
Boltwood Capital Management
California
$235K 2,200 -100 -4%
SRC
1052
Shufro Rose & Co
New York
$234K 2,194 +2,194 New
IWN
1053
Independent Wealth Network
Iowa
$233K 2,184 +75 +4%
EWM
1054
EPG Wealth Management
Georgia
$233K 2,181 +2 +0.1%
FCT
1055
First Community Trust
Iowa
$232K 2,178 +2,178 New
WCWM
1056
Willow Creek Wealth Management
California
$232K 2,177
AFA
1057
Arlington Financial Advisors
California
$230K 2,155
AT
1058
American Trust
Kentucky
$227K 2,126
APWM
1059
Atlas Private Wealth Management
New York
$226K 2,114 +2,114 New
AM
1060
Atwater Malick
Pennsylvania
$223K 2,094
IP
1061
Intellectus Partners
California
$223K 2,088 +5 +0.2%
BCA
1062
Bay Colony Advisors
Massachusetts
$222K 2,077 -338 -14%
TBWA
1063
Three Bridge Wealth Advisors
California
$221K 2,073 +2,073 New
SFG
1064
Sovereign Financial Group
Connecticut
$220K 2,064 -351 -15%
WDG
1065
Wealth Dimensions Group
Ohio
$220K 2,064 +2,064 New
TBC
1066
Ted Buchan & Co
California
$220K 2,060 +2 +0.1%
RHP
1067
Royal Harbor Partners
Texas
$220K 2,060
FVWA
1068
Foster Victor Wealth Advisors
South Carolina
$219K 2,065 -1,394 -40%
SFP
1069
Strategic Financial Planning
Texas
$219K 2,056 -64 -3%
CAM
1070
Concorde Asset Management
Michigan
$219K 2,053 +2,053 New
FWM
1071
FFT Wealth Management
Pennsylvania
$217K 2,035
CW
1072
Channel Wealth
California
$217K 2,035 -846 -29%
IAG
1073
Investment Advisory Group
Massachusetts
$217K 2,033
PA
1074
Perennial Advisors
New York
$215K 2,019 +2,019 New
BOH
1075
Bank of Hawaii
Hawaii
$215K 2,017