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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 %
TCA
1101
Transcend Capital Advisors
New Jersey
$455K +$7.99K +75 +2%
DAC
1102
Dividend Assets Capital
South Carolina
$455K
4WM
1103
49 Wealth Management
Texas
$453K +$453K +4,250 New
EIG
1104
Ellenbecker Investment Group
Wisconsin
$453K -$9.7K -91 -2%
SGI
1105
Summit Global Investments
Utah
$451K -$58.4K -548 -11%
HA
1106
Helium Advisors
Washington
$449K +$449K +4,216 New
CFS
1107
Commonwealth Financial Services
West Virginia
$448K -$32.1K -301 -7%
IIC
1108
Integrated Investment Consultants
Michigan
$443K
FPCG
1109
Forum Private Client Group
Indiana
$443K +$149K +1,400 +51%
FFB
1110
First Financial Bankshares
Texas
$443K +$443K +4,155 New
PWM
1111
Palumbo Wealth Management
New York
$443K -$9.59K -90 -2%
LW
1112
Linscomb Wealth
Texas
$442K
PP
1113
Patron Partners
Texas
$441K +$40K +375 +10%
SAW
1114
Signal Advisors Wealth
Michigan
$439K +$91.2K +856 +26%
FFM
1115
Flagstone Financial Management
Nebraska
$439K
WAG
1116
Wheelhouse Advisory Group
Missouri
$439K +$36.6K +343 +9%
HNB
1117
Hilltop National Bank
Wyoming
$437K
CWM
1118
Collaborative Wealth Management
Florida
$436K -$64.3K -603 -13%
PWG
1119
Private Wealth Group
Florida
$435K +$435K +4,085 New
NCM
1120
NCM Capital Management
New Jersey
$430K
RF
1121
RHS Financial
California
$429K -$20.9K -196 -5%
VFA
1122
Valeo Financial Advisors
Indiana
$428K +$61.1K +573 +17%
WWP
1123
Wise Wealth Partners
Arizona
$427K +$427K +4,011 New
CAM
1124
Covenant Asset Management
New Jersey
$423K +$144K +1,355 +52%
AA
1125
Addison Advisors
Vermont
$422K