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iShares National Muni Bond ETF

1,370 hedge funds and large institutions have $34.8B invested in iShares National Muni Bond ETF in 2023 Q4 according to their latest regulatory filings, with 272 funds opening new positions, 484 increasing their positions, 493 reducing their positions, and 102 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,370
Holders Change
+154
Holders Change %
+12.66%
% of All Funds
20.09%
Holding in Top 10
132
Holding in Top 10 Change
+18
Holding in Top 10 Change %
+15.79%
% of All Funds
1.94%
New
272
Increased
484
Reduced
493
Closed
102
Calls
$179M
Puts
$97.9M
Net Calls
+$80.7M
Net Calls Change
+$62M
Name Holding Trade Value Shares
Change
Shares
Change %
CA
1201
Claro Advisors
Massachusetts
$228K -$22.1K -204 -9%
MWM
1202
Mattern Wealth Management
Kansas
$228K
WJWM
1203
Williams Jones Wealth Management
New York
$228K
IP
1204
Intellectus Partners
California
$228K +$759 +7 +0.3%
AM
1205
Atwater Malick
Pennsylvania
$227K
XF
1206
XML Financial
Maryland
$226K -$433K -3,992 -66%
SFG
1207
Sunburst Financial Group
Alabama
$225K +$225K +2,075 New
RWM
1208
RKL Wealth Management
Pennsylvania
$224K -$240K -2,217 -52%
JAG
1209
Journey Advisory Group
Kentucky
$224K
RHP
1210
Royal Harbor Partners
Texas
$223K -$989K -9,123 -82%
BCA
1211
Bay Colony Advisors
Massachusetts
$223K +$6.94K +64 +3%
FNC
1212
First National Corp
Massachusetts
$223K +$223K +2,058 New
Fiera Capital (Canada)
1213
Fiera Capital (Canada)
Quebec, Canada
$223K +$223K +2,056 New
FNB
1214
Farmers National Bank
Kentucky
$223K +$223K +2,056 New
FFA
1215
Florida Financial Advisors
Florida
$223K +$223K +2,054 New
AWA
1216
Arete Wealth Advisors
Illinois
$222K +$222K +2,052 New
ACA
1217
Atlas Capital Advisors
Wyoming
$222K -$4.45K -41 -2%
TWM
1218
TSA Wealth Management
Texas
$221K +$221K +2,037 New
PA
1219
Perennial Advisors
New York
$219K
BOH
1220
Bank of Hawaii
Hawaii
$219K
M
1221
MOTCO
Texas
$218K
KSWA
1222
Kathleen S. Wright Associates
Pennsylvania
$218K +$59.1K +545 +37%
SPA
1223
Sentinel Pension Advisors
Massachusetts
$218K -$258K -2,375 -54%
AFM
1224
Armstrong Fleming & Moore
District of Columbia
$217K +$217K +2,001 New
OLA
1225
Oliver Luxxe Assets
New Jersey
$217K