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iShares National Muni Bond ETF

1,370 hedge funds and large institutions have $34.8B invested in iShares National Muni Bond ETF in 2023 Q4 according to their latest regulatory filings, with 272 funds opening new positions, 484 increasing their positions, 493 reducing their positions, and 102 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,370
Holders Change
+154
Holders Change %
+12.66%
% of All Funds
20.09%
Holding in Top 10
132
Holding in Top 10 Change
+18
Holding in Top 10 Change %
+15.79%
% of All Funds
1.94%
New
272
Increased
484
Reduced
493
Closed
102
Calls
$179M
Puts
$97.9M
Net Calls
+$80.7M
Net Calls Change
+$62M
Name Holding Trade Value Shares
Change
Shares
Change %
PJSIMP
1126
P.J. Schmidt Investment Management (PJS)
Wisconsin
$303K +$303K +2,817 New
EFG
1127
Ehrlich Financial Group
California
$302K +$302K +2,783 New
DI
1128
Disciplined Investments
Oklahoma
$302K +$302K +2,783 New
P
1129
&Partners
Tennessee
$300K +$300K +2,767 New
WCG
1130
Wall Capital Group
Arizona
$297K +$1.84K +17 +0.6%
NYLIM
1131
New York Life Investment Management
New York
$297K +$297K +2,742 New
BFG
1132
Beacon Financial Group
Texas
$297K +$297K +2,736 New
GWA
1133
GGM Wealth Advisors
Maryland
$294K -$41.4K -385 -12%
T. Rowe Price Associates
1134
T. Rowe Price Associates
Maryland
$293K -$277K
CFS
1135
CRA Financial Services
New Jersey
$292K
OA
1136
Oceanside Advisors
South Carolina
$291K +$291K +2,688 New
IFA
1137
Interactive Financial Advisors
Illinois
$291K +$195K +8,044 +202%
GA
1138
Gateway Advisory
New Jersey
$291K -$8.88M -81,902 -97%
AWMS
1139
Advocacy Wealth Management Services
Georgia
$290K +$43.6K +402 +18%
GWM
1140
Gray Wealth Management
Maine
$290K
LIM
1141
Leavell Investment Management
Alabama
$289K
FA
1142
Fermata Advisors
California
$289K +$15.7K +145 +6%
WEG
1143
World Equity Group
Illinois
$287K -$4.31K -40 -1%
SWM
1144
Sterling Wealth Management
Illinois
$287K +$287K +2,650 New
AWP
1145
Accretive Wealth Partners
New Jersey
$285K +$285K +2,631 New
FGA
1146
Fortis Group Advisors
New Jersey
$282K
HCM
1147
Harvey Capital Management
Florida
$282K -$249K -2,300 -47%
VFG
1148
Valley Financial Group
Pennsylvania
$282K +$282K +2,598 New
HH
1149
Hilltop Holdings
Texas
$281K +$281K +2,594 New
KFS
1150
Kelly Financial Services
Massachusetts
$281K +$84K +775 +43%