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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 %
TCM
1126
Traynor Capital Management
Pennsylvania
$420K -$334K -3,132 -44%
RP
1127
Riverwater Partners
Wisconsin
$420K +$4.26K +40 +1%
AFO
1128
Arrowroot Family Office
California
$419K -$31K -291 -7%
CWD
1129
Clarity Wealth Development
Oregon
$416K +$416K +3,902 New
EGM
1130
Engineers Gate Manager
New York
$415K +$415K +3,897 New
PFG
1131
PAX Financial Group
Texas
$414K +$2.98K +28 +0.7%
CAM
1132
Cozad Asset Management
Illinois
$414K +$56.8K +533 +16%
WCF
1133
West Coast Financial
California
$414K
UAG
1134
United Advisor Group
Ohio
$411K -$69.4K -651 -14%
VFG
1135
Valley Financial Group
Pennsylvania
$411K +$26.7K +251 +7%
BWM
1136
Boyd Wealth Management
California
$410K +$81.8K +768 +25%
WJA
1137
Willis Johnson & Associates
Texas
$410K +$2.13K +20 +0.5%
SPF
1138
South Plains Financial
Texas
$410K +$410K +3,845 New
HCA
1139
Horan Capital Advisors
Ohio
$409K -$17.3K -162 -4%
CKAIS
1140
Christensen King & Associates Investment Services
Washington
$408K -$19K -179 -4%
SWP
1141
Summit Wealth Partners
Florida
$407K -$44.2K -415 -10%
CFA
1142
Camarda Financial Advisors
Florida
$407K +$407K +3,817 New
CWMS
1143
Cannon Wealth Management Services
North Carolina
$404K -$6.07K -57 -1%
NL
1144
NVWM LLC
Pennsylvania
$403K +$3.73K +35 +0.9%
GFA
1145
Gallagher Fiduciary Advisors
Illinois
$402K +$10.1K +95 +3%
BFG
1146
Berger Financial Group
Minnesota
$401K +$60.8K +571 +18%
DWS
1147
Discipline Wealth Solutions
South Carolina
$401K +$401K +3,762 New
LIM
1148
Leavell Investment Management
Alabama
$401K -$24.8K -233 -6%
VAS
1149
Vestmark Advisory Solutions
Massachusetts
$400K +$112K +1,052 +39%
WSFS
1150
Wilmington Savings Fund Society
Delaware
$399K +$29.1K +273 +8%