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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.

Holders
1,201
Holders Change
-1
Holders Change %
-0.08%
% of All Funds
19.23%
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 Market Value Shares Shares
Change
Shares
Change %
TWP
1076
Tempus Wealth Planning
California
$213K 1,980
MA
1077
MONECO Advisors
Connecticut
$212K 1,971 +1,971 New
RRA
1078
Round Rock Advisors
Connecticut
$212K 1,970 -504 -20%
TNB
1079
Thomasville National Bank
Georgia
$212K 1,965
RCG
1080
Regatta Capital Group
California
$211K 2,000
RIS
1081
Retirement Income Solutions
Michigan
$210K 1,951 +1,951 New
FCM
1082
Firestone Capital Management
Florida
$210K 1,945 +9 +0.5%
EP
1083
Essential Planning
New Hampshire
$207K 2,584 +85 +3%
HCM
1084
Howard Capital Management
Georgia
$204K 1,895 +1,895 New
EFL
1085
ERn Financial LLC
Wisconsin
$204K 1,894 -405 -18%
AWM
1086
AAF Wealth Management
Massachusetts
$204K 1,894 +1,894 New
HA
1087
Hofer & Associates
California
$204K 1,930
RWA
1088
Rooted Wealth Advisors
Illinois
$201K 1,865 +1,865 New
DCBT
1089
Dakota Community Bank & Trust
North Dakota
$194K 1,805
RP
1090
Rice Partnership
Hawaii
$190K 1,759
VF
1091
VitalStone Financial
Texas
$188K 1,615 -1,671 -51%
PP
1092
Pacifica Partners
Canada
$185K 1,718 -100 -6%
RI
1093
Ridgewood Investments
New Jersey
$177K 1,642 +1,642 New
UCB
1094
United Community Bank
South Carolina
$177K 1,640
KSWA
1095
Kathleen S. Wright Associates
Pennsylvania
$176K 1,630 -80 -5%
LB
1096
Legacy Bridge
Iowa
$173K 1,605
NRC
1097
New Republic Capital
North Carolina
$172K 1,593 +42 +3%
VCM
1098
Versant Capital Management
Arizona
$171K 1,586 +1,586 New
WWM
1099
Wolff Wiese Magana
California
$162K 1,504
GM
1100
GeoWealth Management
Illinois
$160K 1,481 +299 +25%