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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 %
BHWM
1076
Bar Harbor Wealth Management
New Hampshire
$356K +$356K +3,288 New
TCPWM
1077
Traverso Chambers Private Wealth Management
California
$356K
TC
1078
Tenret Company
Florida
$354K +$354K +3,267 New
WSWA
1079
Warren Street Wealth Advisors
California
$352K -$29.6K -273 -8%
WAAG
1080
Wealth Alliance Advisory Group
Kansas
$352K
EPP
1081
ETF Portfolio Partners
Kansas
$349K +$349K +3,221 New
SW
1082
SMART Wealth
Nebraska
$347K +$58.5K +540 +20%
RMC
1083
Regis Management Company
California
$347K -$249K -2,296 -42%
LIWM
1084
Long Island Wealth Management
New York
$346K +$346K +3,193 New
EBT
1085
Enterprise Bank & Trust
Massachusetts
$345K -$3.46M -31,890 -91%
BFS
1086
Bare Financial Services
Pennsylvania
$345K +$345K +3,184 New
TW
1087
TrinityPoint Wealth
Connecticut
$344K -$23.1K -213 -6%
CFC
1088
Client First Capital
California
$344K -$142K -1,309 -29%
EWM
1089
Executive Wealth Management
Michigan
$340K -$409K -3,770 -55%
FF
1090
Francis Financial
$339K +$67K +618 +25%
FPCG
1091
Forum Private Client Group
Indiana
$338K +$338K +3,121 New
BBNB
1092
Baker Boyer National Bank
Washington
$337K
FCA
1093
FLC Capital Advisors
California
$337K -$76.2K -703 -18%
LWM
1094
LongView Wealth Management
Georgia
$337K +$337K +3,111 New
FIC
1095
Family Investment Center
Missouri
$336K
GI
1096
Gradient Investments
Minnesota
$332K +$34.3K +316 +11%
JPG
1097
Jordan Park Group
California
$329K -$54.5K -503 -14%
VIM
1098
Vista Investment Management
Pennsylvania
$328K +$106K +975 +48%
VAS
1099
Vestmark Advisory Solutions
Massachusetts
$327K +$327K +3,020 New
CPG
1100
Cornerstone Planning Group
New Jersey
$326K -$142K -1,308 -30%