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iShares National Muni Bond ETF

1,364 hedge funds and large institutions have $32.7B invested in iShares National Muni Bond ETF in 2024 Q1 according to their latest regulatory filings, with 111 funds opening new positions, 599 increasing their positions, 458 reducing their positions, and 95 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,364
Holders Change
-6
Holders Change %
-0.44%
% of All Funds
19.77%
Holding in Top 10
118
Holding in Top 10 Change
-14
Holding in Top 10 Change %
-10.61%
% of All Funds
1.71%
New
111
Increased
599
Reduced
458
Closed
95
Calls
$186M
Puts
$237M
Net Calls
-$51M
Net Calls Change
-$132M
Name Holding Trade Value Shares
Change
Shares
Change %
WG
1076
Wealth Group
North Carolina
$333K +$333K +3,093 New
CCFM
1077
Clear Creek Financial Management
Washington
$333K -$53.5K -497 -14%
TNA
1078
True North Advisors
Texas
$332K +$332K +3,090 New
AWMS
1079
Advocacy Wealth Management Services
Georgia
$332K +$43.9K +408 +15%
WT
1080
Washington Trust
Rhode Island
$332K -$147K -1,370 -31%
VAS
1081
Vestmark Advisory Solutions
Massachusetts
$331K +$6.13K +57 +2%
UBV
1082
United Bank (Virginia)
Virginia
$329K -$738K -6,855 -69%
PJSIMP
1083
P.J. Schmidt Investment Management (PJS)
Wisconsin
$328K +$24.9K +231 +8%
JPG
1084
Jordan Park Group
California
$327K
VIM
1085
Vista Investment Management
Pennsylvania
$325K
CCA
1086
Conservest Capital Advisors
Pennsylvania
$324K -$7.52M -69,847 -96%
MA
1087
MBA Advisors
Pennsylvania
$324K -$49.2K -457 -13%
OIA
1088
Optimum Investment Advisors
Illinois
$323K
CGA
1089
Crescent Grove Advisors
Illinois
$323K
EW
1090
Evoke Wealth
California
$323K +$323K +3,000 New
EP
1091
Eudaimonia Partners
Tennessee
$323K +$323K +3,000 New
SFFS
1092
Stonehage Fleming Financial Services
Jersey
$322K -$767K -7,123 -70%
IA
1093
Insight Advisors
Pennsylvania
$318K +$4.52K +42 +1%
HGWM
1094
Horst & Graben Wealth Management
Oregon
$317K +$9.04K +84 +3%
RF
1095
RHS Financial
California
$311K +$311K +2,888 New
SS
1096
Sunbelt Securities
Texas
$309K -$8.61K -80 -3%
BP
1097
BBR Partners
New York
$309K
FIC
1098
Family Investment Center
Missouri
$309K -$25.1K -233 -8%
UAG
1099
United Advisor Group
Ohio
$308K -$238K -2,212 -44%
TIM
1100
Total Investment Management
Arizona
$307K +$1.4K +13 +0.5%