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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 %
MFIM
1126
Mesirow Financial Investment Management
Illinois
$279K +$279K +2,594 New
C
1127
Covestor
United Kingdom
$279K +$33.4K +311 +14%
HWA
1128
HCR Wealth Advisors
California
$276K
C1AG
1129
Client 1st Advisory Group
Florida
$276K
GWP
1130
Gateway Wealth Partners
Wisconsin
$276K +$276K +2,563 New
BBNB
1131
Baker Boyer National Bank
Washington
$275K -$59.5K -553 -18%
NCM
1132
Northwest Capital Management
Oregon
$274K
TFM
1133
Trademark Financial Management
Minnesota
$273K -$29.9K -278 -10%
AWP
1134
Accretive Wealth Partners
New Jersey
$273K -$8K -75 -3%
PCS
1135
Personal CFO Solutions
New Jersey
$269K +$62.9K +585 +31%
T. Rowe Price Associates
1136
T. Rowe Price Associates
Maryland
$269K -$293K
OA
1137
Oceanside Advisors
South Carolina
$266K -$22.9K -213 -8%
CAM
1138
Covenant Asset Management
New Jersey
$266K +$18.5K +172 +7%
BAM
1139
BTS Asset Management
Massachusetts
$266K +$37.8K +351 +17%
CPA
1140
Cardiff Park Advisors
California
$265K +$753 +7 +0.3%
CFS
1141
Commonwealth Financial Services
West Virginia
$265K
KWM
1142
KFG Wealth Management
Indiana
$264K
KCM
1143
Kanawha Capital Management
Virginia
$264K +$264K +2,457 New
WIA
1144
World Investment Advisors
California
$264K -$1.93M -17,951 -88%
KFGK
1145
Keystone Financial Group (Kentucky)
Kentucky
$260K +$260K +2,418 New
CFG
1146
Clayton Financial Group
Missouri
$258K +$258K +2,399 New
FA
1147
Flagstar Advisors
New York
$257K +$49.2K +457 +24%
OPPS
1148
Obsidian Personal Planning Solutions
Maryland
$256K
LIM
1149
Leavell Investment Management
Alabama
$253K -$34.1K -317 -12%
AP
1150
Americana Partners
Texas
$253K