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iShares National Muni Bond ETF

1,336 hedge funds and large institutions have $32.5B invested in iShares National Muni Bond ETF in 2024 Q2 according to their latest regulatory filings, with 106 funds opening new positions, 633 increasing their positions, 427 reducing their positions, and 116 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,336
Holders Change
-28
Holders Change %
-2.05%
% of All Funds
19.43%
Holding in Top 10
117
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-0.85%
% of All Funds
1.7%
New
106
Increased
633
Reduced
427
Closed
116
Calls
$6.12M
Puts
$187M
Net Calls
-$181M
Net Calls Change
-$130M
Name Holding Trade Value Shares
Change
Shares
Change %
EWA
1101
ERTS Wealth Advisors
Michigan
$298K -$62K -582 -17%
HNB
1102
Hilltop National Bank
Wyoming
$296K
LFP
1103
Lakeshore Financial Planning
Michigan
$295K -$55K -516 -16%
EK
1104
Evensky & Katz
Florida
$292K -$69.7K -653 -19%
GG
1105
Greenwood Gearhart
Arkansas
$291K +$291K +2,731 New
HFW
1106
Horizon Family Wealth
Illinois
$290K -$2.1M -19,702 -88%
CFS
1107
CRA Financial Services
New Jersey
$287K
FFA
1108
Florida Financial Advisors
Florida
$286K +$38.5K +361 +16%
GA
1109
Gateway Advisory
New Jersey
$286K -$107 -1 -0%
RRA
1110
Round Rock Advisors
Connecticut
$280K -$192K -1,800 -41%
GWA
1111
GGM Wealth Advisors
Maryland
$280K -$8.31K -78 -3%
GWM
1112
Gray Wealth Management
Maine
$280K
LL
1113
LWMG LLC
Minnesota
$280K -$21.7K -204 -7%
CPA
1114
Cardiff Park Advisors
California
$280K +$16.9K +159 +6%
WAM
1115
WNY Asset Management
New York
$278K
FA
1116
Fermata Advisors
California
$278K -$5.97K -56 -2%
HCM
1117
Harvey Capital Management
Florida
$277K
PP
1118
Pacifica Partners
Canada
$276K +$112K +1,049 +68%
Simplex Trading
1119
Simplex Trading
Illinois
$275K +$275K +2,583 New
MA
1120
MBA Advisors
Pennsylvania
$275K -$45.8K -430 -14%
FA
1121
Flagstar Advisors
New York
$274K +$19.3K +181 +8%
C1AG
1122
Client 1st Advisory Group
Florida
$274K
BBNB
1123
Baker Boyer National Bank
Washington
$273K
D
1124
Dentgroup
Louisiana
$272K +$272K +2,550 New
TW
1125
TrinityPoint Wealth
Connecticut
$269K -$62.7K -588 -19%