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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 %
SIM
1151
Stratos Investment Management
Ohio
$247K +$3.73K +35 +2%
RFP
1152
Root Financial Partners
California
$245K +$245K +2,300 New
TCG
1153
Transcendent Capital Group
Oklahoma
$244K +$80.8K +758 +49%
AC
1154
Anson Capital
Georgia
$244K +$107 +1 +0%
FWM
1155
Focused Wealth Management
New York
$244K
LA
1156
Legacy Advisors
Pennsylvania
$243K
HWP
1157
Highline Wealth Partners
California
$242K +$1.17K +11 +0.5%
WFS
1158
WealthGarden F.S.
California
$242K +$242K +2,273 New
RWM
1159
Rockwood Wealth Management
Pennsylvania
$242K +$242K +2,272 New
SS
1160
Sunbelt Securities
Texas
$242K -$64.3K -603 -21%
MFA
1161
Millington Financial Advisors
Illinois
$241K +$23K +216 +11%
BHWA
1162
Beacon Harbor Wealth Advisors
Virginia
$240K
CAP
1163
Columbia Advisory Partners
Washington
$239K +$26.4K +248 +12%
TDWM
1164
Topel & Distasi Wealth Management
California
$239K
HA
1165
Hofer & Associates
California
$231K +$20K +188 +9%
GC
1166
Grimes & Company
Massachusetts
$231K +$231K +2,170 New
OAM
1167
Occidental Asset Management
California
$229K +$3.2K +30 +1%
AFC
1168
AFT Forsyth & Company
Florida
$229K
FF
1169
Financial Futures
New Jersey
$229K +$22.1K +207 +11%
MA
1170
MONECO Advisors
Connecticut
$228K +$7.03K +66 +3%
IAIM
1171
International Assets Investment Management
Florida
$228K -$162K -1,519 -42%
ACM
1172
Advance Capital Management
Michigan
$227K +$6.07K +57 +3%
MCA
1173
MSH Capital Advisors
Arizona
$227K -$553K -5,193 -71%
LCWP
1174
Legacy Capital Wealth Partners
Arkansas
$225K +$225K +2,114 New
MWM
1175
Mattern Wealth Management
Kansas
$224K