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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 %
IWP
1101
IAG Wealth Partners
Wisconsin
$159K 1,477
TWP
1102
TFO Wealth Partners
Ohio
$154K 1,426 -9,686 -87%
MFG
1103
Monumental Financial Group
Maryland
$149K 1,385 +1,385 New
DIP
1104
DT Investment Partners
Pennsylvania
$141K 1,323 +91 +7%
AWM
1105
AllSquare Wealth Management
New York
$138K 1,285
CBT
1106
Central Bank & Trust
Kentucky
$138K 1,282 +104 +9%
OC
1107
Oakworth Capital
Alabama
$138K 1,282 +1,282 New
SVCP
1108
Silicon Valley Capital Partners
California
$138K 1,282 +5 +0.4%
CWC
1109
Carolinas Wealth Consulting
North Carolina
$131K 1,216 +149 +14%
PCM
1110
Pointe Capital Management
Michigan
$129K 1,195 +1,195 New
TSW
1111
Thompson Siegel & Walmsley
Virginia
$118K 1,095
NFSG
1112
Newbridge Financial Services Group
Florida
$115K 1,071 -470 -30%
HWP
1113
Highline Wealth Partners
California
$113K 1,050
GI
1114
Gradient Investments
Minnesota
$109K 1,008 +495 +96%
AA
1115
AlphaCentric Advisors
Puerto Rico
$98.5K 914 +914 New
WTA
1116
Washington Trust Advisors
Massachusetts
$97K 900
CWM
1117
CarsonAllaria Wealth Management
Illinois
$96.8K 898 +4 +0.4%
FFA
1118
Founders Financial Alliance
North Carolina
$96.7K 898 -53 -6%
HGERS
1119
Householder Group Estate & Retirement Specialist
Arizona
$96K 890 +890 New
PGAM
1120
Princeton Global Asset Management
New Jersey
$96K 891 +551 +162%
AWM
1121
Accel Wealth Management
Iowa
$94.3K 875 -203 -19%
FCG
1122
Financial Connections Group
California
$94K 877 +877 New
MAM
1123
Marquette Asset Management
Minnesota
$90.9K 844
UB
1124
UMB Bank
Missouri
$86.7K 805 +511 +174%
LC
1125
Lindbrook Capital
California
$86.2K 800