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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 %
CAM
1051
Concorde Asset Management
Michigan
$365K +$365K +3,425 New
CAM
1052
Cozad Asset Management
Illinois
$357K
HWM
1053
HB Wealth Management
Georgia
$357K +$131K +1,227 +58%
CFP
1054
Cypress Financial Planning
New Jersey
$356K +$120K +1,125 +51%
NCM
1055
Northland Capital Management
Minnesota
$356K +$107K +1,000 +43%
WG
1056
Wealth Group
North Carolina
$355K +$25.8K +242 +8%
SWP
1057
Strategic Wealth Partners
Ohio
$354K -$21.3K -200 -6%
ACP
1058
Aviance Capital Partners
Florida
$352K +$352K +3,304 New
TC
1059
Tenret Company
Florida
$348K
HTC
1060
Haverford Trust Company
Pennsylvania
$347K +$69.6K +653 +25%
IC
1061
IEQ Capital
California
$345K +$95.3K +894 +38%
ZIM
1062
Zacks Investment Management
Illinois
$345K -$19.4K -182 -5%
BO
1063
Bank OZK
Arkansas
$345K +$12.1K +114 +4%
EPP
1064
ETF Portfolio Partners
Kansas
$343K
WT
1065
Washington Trust
Rhode Island
$342K +$13.9K +130 +4%
VAS
1066
Vestmark Advisory Solutions
Massachusetts
$340K +$11.7K +110 +4%
EBT
1067
Enterprise Bank & Trust
Massachusetts
$339K
VP
1068
Verum Partners
North Carolina
$339K +$339K +3,184 New
WSWA
1069
Warren Street Wealth Advisors
California
$337K -$5.22K -49 -2%
SFG
1070
Sage Financial Group
Pennsylvania
$335K +$335K +3,140 New
BFA
1071
Bright Financial Advisors
Michigan
$333K -$17.7K -166 -5%
BWP
1072
BSW Wealth Partners
Colorado
$333K -$10K -94 -3%
ODA
1073
One Degree Advisors
California
$332K -$7.76K -73 -2%
BTI
1074
Blue Trust Inc
Georgia
$332K -$215K -2,001 -39%
CWP
1075
Concord Wealth Partners
Virginia
$330K -$352K -3,308 -52%