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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 %
PWA
1126
Pillar Wealth Advisors
Pennsylvania
$267K -$317K -2,972 -54%
T. Rowe Price Associates
1127
T. Rowe Price Associates
Maryland
$267K -$269K
FL
1128
FreeGulliver LLC
Louisiana
$266K +$266K +2,500 New
AWP
1129
Accretive Wealth Partners
New Jersey
$265K -$7.25K -68 -3%
OA
1130
Oceanside Advisors
South Carolina
$264K
CAM
1131
Covenant Asset Management
New Jersey
$264K
KWM
1132
KFG Wealth Management
Indiana
$262K
FCA
1133
FLC Capital Advisors
California
$262K -$69.8K -655 -21%
SWM
1134
Sugarloaf Wealth Management
Georgia
$261K +$261K +2,446 New
CFG
1135
Clayton Financial Group
Missouri
$258K
WWM
1136
Wolff Wiese Magana
California
$256K +$128K +1,203 +100%
OPPS
1137
Obsidian Personal Planning Solutions
Maryland
$256K
IPW
1138
Intergy Private Wealth
Colorado
$254K -$46.3K -435 -15%
SIA
1139
Soltis Investment Advisors
Utah
$254K -$28.1K -264 -10%
AP
1140
Appleton Partners
Massachusetts
$253K -$377K -3,538 -60%
MIM
1141
Macroview Investment Management
Maryland
$253K -$265K -2,484 -51%
TFM
1142
Trademark Financial Management
Minnesota
$253K -$17.6K -165 -7%
AP
1143
Americana Partners
Texas
$250K
LIM
1144
Leavell Investment Management
Alabama
$250K
AI
1145
Auour Investments
Massachusetts
$249K +$10.4K +98 +4%
SP
1146
Successful Portfolios
Florida
$249K +$14.9K +140 +6%
WPW
1147
Warther Private Wealth
Ohio
$249K +$249K +2,333 New
GWANC
1148
Guardian Wealth Advisors (North Carolina)
North Carolina
$248K
GWP
1149
Gateway Wealth Partners
Wisconsin
$247K -$25.7K -241 -9%
DWS
1150
Dynamic Wealth Strategies
California
$247K