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iShares National Muni Bond ETF

1,388 hedge funds and large institutions have $34.6B invested in iShares National Muni Bond ETF in 2024 Q3 according to their latest regulatory filings, with 124 funds opening new positions, 645 increasing their positions, 427 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,388
Holders Change
+52
Holders Change %
+3.89%
% of All Funds
20.08%
Holding in Top 10
109
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-6.84%
% of All Funds
1.58%
New
124
Increased
645
Reduced
427
Closed
58
Calls
$55M
Puts
$46.3M
Net Calls
+$8.65M
Net Calls Change
+$189M
Name Holding Trade Value Shares
Change
Shares
Change %
FPCG
1151
Forum Private Client Group
Indiana
$299K +$80.8K +744 +37%
CCFM
1152
Clear Creek Financial Management
Washington
$299K +$86.8K +799 +41%
MFA
1153
Millington Financial Advisors
Illinois
$296K +$50.6K +466 +21%
HFW
1154
Horizon Family Wealth
Illinois
$295K
PHWM
1155
Pine Harbor Wealth Management
Maryland
$293K +$293K +2,700 New
VAS
1156
Vestmark Advisory Solutions
Massachusetts
$293K -$53K -488 -15%
EWA
1157
ERTS Wealth Advisors
Michigan
$292K -$12.1K -111 -4%
LFP
1158
Lakeshore Financial Planning
Michigan
$289K -$10.9K -100 -4%
FA
1159
Fermata Advisors
California
$287K +$3.91K +36 +1%
PCH
1160
PGIM Custom Harvest
New Jersey
$287K -$336K -3,095 -54%
RRA
1161
Round Rock Advisors
Connecticut
$286K
CAM
1162
Covenant Asset Management
New Jersey
$285K +$15.8K +145 +6%
MOS
1163
MGO One Seven
Ohio
$284K +$68K +626 +31%
WAM
1164
WNY Asset Management
New York
$284K
EK
1165
Evensky & Katz
Florida
$283K -$14.5K -133 -5%
DWS
1166
Dynamic Wealth Strategies
California
$280K +$27.6K +254 +11%
MA
1167
MBA Advisors
Pennsylvania
$280K
PP
1168
Pacifica Partners
Canada
$279K -$2.17K -20 -0.8%
C1AG
1169
Client 1st Advisory Group
Florida
$279K
BBNB
1170
Baker Boyer National Bank
Washington
$278K
PCM
1171
Presidio Capital Management
California
$278K -$210K -1,937 -43%
GWM
1172
Gray Wealth Management
Maine
$278K -$7.6K -70 -3%
GI
1173
GLOBALT Investments
Georgia
$277K -$54.2K -499 -16%
CCG
1174
Ceeto Capital Group
Florida
$276K +$54.2K +500 +24%
TW
1175
TrinityPoint Wealth
Connecticut
$275K +$217 +2 +0.1%