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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 %
HIC
1201
Holderness Investments Company
North Carolina
$217K +$217K +2,019 New
BOH
1202
Bank of Hawaii
Hawaii
$217K
SPA
1203
Sentinel Pension Advisors
Massachusetts
$217K +$1.08K +10 +0.5%
KSWA
1204
Kathleen S. Wright Associates
Pennsylvania
$217K +$108 +1 +0%
CICC
1205
Capital Investment Counsel (Colorado)
Colorado
$216K +$216K +2,011 New
S
1206
Sachetta
Massachusetts
$216K
AFM
1207
Armstrong Fleming & Moore
District of Columbia
$215K
OLA
1208
Oliver Luxxe Assets
New Jersey
$215K
RCG
1209
Regatta Capital Group
California
$215K
FCM
1210
Firestone Capital Management
Florida
$215K +$1.08K +10 +0.5%
CAP
1211
Columbia Advisory Partners
Washington
$215K +$215K +1,994 New
FOA
1212
Five Oceans Advisors
California
$214K +$214K +1,986 New
HA
1213
Hofer & Associates
California
$213K +$8.82K +82 +4%
TWP
1214
Tempus Wealth Planning
California
$213K
TNB
1215
Thomasville National Bank
Georgia
$211K
HIF
1216
Hill Island Financial
Michigan
$210K -$48.6K -452 -19%
GAA
1217
Global Assets Advisory
Florida
$210K +$210K +22,474 New
CCM
1218
Colorado Capital Management
Colorado
$209K
OIM
1219
Oder Investment Management
California
$209K +$209K +1,940 New
FF
1220
Financial Futures
New Jersey
$209K +$209K +1,939 New
RWM
1221
RKL Wealth Management
Pennsylvania
$208K -$14.6K -136 -7%
O3W
1222
Omni 360 Wealth
New Jersey
$205K -$23.7K -220 -10%
CSIA
1223
Conrad Siegel Investment Advisors
Pennsylvania
$205K -$413K -3,841 -67%
RBC
1224
Rye Brook Capital
Connecticut
$204K
RPGK
1225
Retirement Planning Group (Kansas)
Kansas
$204K +$204K +1,893 New