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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 %
SEIA
1101
Signature Estate & Investment Advisors
California
$307K -$268K -2,493 -47%
BG
1102
Benedetti & Gucer
Georgia
$306K +$37.9K +352 +14%
RW
1103
Rockport Wealth
Ohio
$306K +$306K +2,859 New
LL
1104
LWMG LLC
Minnesota
$304K -$6.67K -62 -2%
BPWM
1105
Badgley Phelps Wealth Managers
Washington
$304K +$3.12K +29 +1%
TAM
1106
Todd Asset Management
Kentucky
$304K
IPW
1107
Intergy Private Wealth
Colorado
$303K +$430 +4 +0.1%
DI
1108
Disciplined Investments
Oklahoma
$300K +$323 +3 +0.1%
HNB
1109
Hilltop National Bank
Wyoming
$299K +$299K +2,781 New
RWI
1110
Red Wave Investments
Pennsylvania
$299K -$212K -1,967 -41%
CA
1111
Cumberland Advisors
Florida
$296K -$216K -2,010 -42%
Vanguard Group
1112
Vanguard Group
Pennsylvania
$290K -$91.8K -853 -24%
CFS
1113
CRA Financial Services
New Jersey
$289K
GWA
1114
GGM Wealth Advisors
Maryland
$289K -$2.89K -27 -1%
GA
1115
Gateway Advisory
New Jersey
$289K
FA
1116
Fermata Advisors
California
$286K
AWG
1117
Altus Wealth Group
Colorado
$285K +$285K +2,650 New
SIA
1118
Soltis Investment Advisors
Utah
$285K +$285K +2,646 New
GWM
1119
Gray Wealth Management
Maine
$283K -$4.63K -43 -2%
TNBTD
1120
Trustmark National Bank Trust Department
Mississippi
$283K -$20.7K -192 -7%
NAMNJ
1121
NorthStar Asset Management (New Jersey)
New Jersey
$282K -$19.4K -180 -6%
WE
1122
Wealth Effects
Massachusetts
$282K -$105K -975 -27%
WAM
1123
WNY Asset Management
New York
$281K +$281K +2,613 New
HTC
1124
Haverford Trust Company
Pennsylvania
$280K +$280K +2,602 New
HCM
1125
Harvey Capital Management
Florida
$280K