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iShares National Muni Bond ETF

1,370 hedge funds and large institutions have $34.8B invested in iShares National Muni Bond ETF in 2023 Q4 according to their latest regulatory filings, with 272 funds opening new positions, 484 increasing their positions, 493 reducing their positions, and 102 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,370
Holders Change
+154
Holders Change %
+12.66%
% of All Funds
20.08%
Holding in Top 10
132
Holding in Top 10 Change
+18
Holding in Top 10 Change %
+15.79%
% of All Funds
1.93%
New
272
Increased
484
Reduced
493
Closed
102
Calls
$179M
Puts
$97.9M
Net Calls
+$80.7M
Net Calls Change
+$62M
Name Holding Trade Value Shares
Change
Shares
Change %
CWP
1051
Cyndeo Wealth Partners
Florida
$390K +$390K +3,595 New
CCFM
1052
Clear Creek Financial Management
Washington
$389K -$202K -1,859 -34%
AHIA
1053
Andrew Hill Investment Advisors
Florida
$388K +$388K +3,583 New
EIA
1054
Edgemoor Investment Advisors
Maryland
$386K +$386K +3,560 New
Vanguard Group
1055
Vanguard Group
Pennsylvania
$384K +$384K +3,546 New
SIC
1056
Salem Investment Counselors
North Carolina
$384K
CWM
1057
Collaborative Wealth Management
Florida
$383K -$193K -1,782 -34%
TWP
1058
Tyche Wealth Partners
Texas
$383K +$383K +3,530 New
ODA
1059
One Degree Advisors
California
$382K +$382K +3,561 New
FCFC
1060
First Citizens Financial Corp
Iowa
$379K -$31.9K -294 -8%
CWM
1061
Chemistry Wealth Management
New York
$378K
LWM
1062
Lyell Wealth Management
California
$378K
WH
1063
Whitcomb & Hess
Ohio
$377K +$106K +974 +39%
MA
1064
MBA Advisors
Pennsylvania
$376K -$79.1K -730 -17%
SFP
1065
Shepherd Financial Partners
Massachusetts
$369K +$369K +3,408 New
TCOT
1066
Trust Company of Toledo
Ohio
$368K -$42.9K -396 -10%
WP
1067
WealthPLAN Partners
Nebraska
$366K -$169K -1,555 -32%
GIA
1068
Gladstone Institutional Advisory
Florida
$364K +$5.2K +48 +1%
BWP
1069
BSW Wealth Partners
Colorado
$364K -$933K -8,604 -72%
SAG
1070
Spotlight Asset Group
Illinois
$364K
OCM
1071
Objective Capital Management
Ohio
$363K +$363K +3,350 New
OFS
1072
OneAscent Financial Services
Alabama
$362K +$362K +3,335 New
TI
1073
Trexquant Investment
Connecticut
$362K -$810K -7,476 -69%
FA
1074
FF Advisors
California
$362K +$362K +3,336 New
PFG
1075
PAX Financial Group
Texas
$362K -$276K -2,566 -43%