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iShares National Muni Bond ETF

1,507 hedge funds and large institutions have $37.2B invested in iShares National Muni Bond ETF in 2024 Q4 according to their latest regulatory filings, with 218 funds opening new positions, 649 increasing their positions, 465 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,507
Holders Change
+119
Holders Change %
+8.57%
% of All Funds
20.06%
Holding in Top 10
121
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+11.01%
% of All Funds
1.61%
New
218
Increased
649
Reduced
465
Closed
73
Calls
$74.3M
Puts
$144M
Net Calls
-$70.2M
Net Calls Change
-$78.8M
Name Holding Trade Value Shares
Change
Shares
Change %
GIA
1076
Gladstone Institutional Advisory
Florida
$485K +$67.8K +636 +16%
ALA
1077
Atlas Legacy Advisors
California
$484K +$484K +4,541 New
NCM
1078
Noesis Capital Mangement
Florida
$484K -$28.3K -266 -6%
FTC
1079
Farmers Trust Company
Ohio
$483K +$483K +4,532 New
COI
1080
Connable Office Inc
Michigan
$482K +$482K +4,523 New
BFG
1081
Baron Financial Group
New Jersey
$479K -$1.07K -10 -0.2%
HWM
1082
HB Wealth Management
Georgia
$479K +$65.4K +614 +16%
QP
1083
Quartz Partners
New York
$477K
OA
1084
Operose Advisors
Wisconsin
$477K -$55.7K -523 -10%
NL
1085
Navalign LLC
California
$475K -$198K -1,855 -29%
KFGK
1086
Keystone Financial Group (Kentucky)
Kentucky
$475K +$58.5K +549 +14%
PCH
1087
PGIM Custom Harvest
New Jersey
$473K +$192K +1,805 +68%
PP
1088
Patten & Patten
Tennessee
$473K -$16K -150 -3%
CWM
1089
Centurion Wealth Management
Virginia
$469K +$6.39K +60 +1%
EWS
1090
Eagle Wealth Strategies
New Jersey
$468K +$4.69K +44 +1%
FAFN
1091
First Affirmative Financial Network
Colorado
$468K +$23K +216 +5%
WC
1092
Whitney & Co
New York
$467K +$31.9K +299 +7%
FA
1093
Fiducient Advisors
Illinois
$462K +$4.26K +40 +0.9%
APWM
1094
Argonautica Private Wealth Management
Massachusetts
$462K -$90.2K -847 -16%
EWM
1095
Evercore Wealth Management
New York
$462K -$39.2K -368 -8%
AP
1096
Adero Partners
California
$461K -$19.4K -182 -4%
FWA
1097
FOCUS Wealth Advisors
Texas
$460K
XF
1098
XML Financial
Maryland
$459K -$429K -4,030 -48%
EL
1099
EWA LLC
Pennsylvania
$455K +$8.84K +83 +2%
SA
1100
Stewardship Advisors
Pennsylvania
$455K -$140K -1,311 -23%