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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 %
IC
1151
IEQ Capital
California
$252K +$252K +2,346 New
NCM
1152
Northland Capital Management
Minnesota
$252K
GWANC
1153
Guardian Wealth Advisors (North Carolina)
North Carolina
$250K +$108 +1 +0%
CCMG
1154
Clark Capital Management Group
Pennsylvania
$250K -$6.7M -62,283 -96%
FFA
1155
Florida Financial Advisors
Florida
$250K +$29.2K +271 +13%
DWS
1156
Dynamic Wealth Strategies
California
$250K -$440K -4,083 -64%
VFA
1157
Valeo Financial Advisors
Indiana
$249K +$20.2K +190 +9%
CAI
1158
Capital Advisors Inc
Oklahoma
$249K +$249K +2,310 New
AC
1159
Anson Capital
Georgia
$246K +$246K +2,291 New
FWM
1160
Focused Wealth Management
New York
$246K +$246K +2,290 New
SIM
1161
Stratos Investment Management
Ohio
$246K -$176K -1,639 -42%
LA
1162
Legacy Advisors
Pennsylvania
$245K +$15.2K +141 +7%
FWM
1163
FSA Wealth Management
Massachusetts
$244K -$4.63K -43 -2%
HWP
1164
Highline Wealth Partners
California
$244K +$861 +8 +0.4%
BHWA
1165
Beacon Harbor Wealth Advisors
Virginia
$242K +$2.91K +27 +1%
LWM
1166
LongView Wealth Management
Georgia
$241K -$93.3K -867 -28%
AI
1167
Auour Investments
Massachusetts
$241K -$16.8K -156 -7%
TDWM
1168
Topel & Distasi Wealth Management
California
$241K
PBF
1169
Petix & Botte Financial
California
$241K +$241K +2,241 New
CFP
1170
Cypress Financial Planning
New Jersey
$238K +$238K +2,216 New
FAM
1171
Frontier Asset Management
Wyoming
$237K -$184K -1,708 -44%
FWM
1172
Fonville Wealth Management
Virginia
$236K +$25.4K +236 +12%
SP
1173
Successful Portfolios
Florida
$236K
XF
1174
XML Financial
Maryland
$235K +$10.8K +100 +5%
SAM
1175
Summit Asset Management
Tennessee
$235K