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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 %
TWP
1201
Tempus Wealth Planning
California
$211K
LFG
1202
Larson Financial Group
Missouri
$210K +$196K +1,840 +1,426%
TA
1203
TrueWealth Advisors
Alabama
$208K +$208K +1,954 New
CCFM
1204
Clear Creek Financial Management
Washington
$208K -$122K -1,142 -37%
LA
1205
LexAurum Advisors
Kansas
$208K +$208K +1,947 New
RWM
1206
RKL Wealth Management
Pennsylvania
$207K +$1.49K +14 +0.7%
OIM
1207
Oder Investment Management
California
$207K +$426 +4 +0.2%
RBC
1208
Rye Brook Capital
Connecticut
$202K
XWM
1209
Xcel Wealth Management
Florida
$202K
EF
1210
Exeter Financial
Arizona
$201K
IW
1211
Instrumental Wealth
Florida
$201K +$201K +1,877 New
LIA
1212
Lynx Investment Advisory
District of Columbia
$196K +$196K +1,844 New
MFT
1213
Moisand Fitzgerald Tamayo
Florida
$179K -$5.11K -48 -3%
CPG
1214
Cornerstone Planning Group
New Jersey
$177K -$57.5K -532 -25%
FF
1215
Friedenthal Financial
New Jersey
$170K +$33.1K +311 +24%
CT
1216
Clearstead Trust
Maine
$168K
MFC
1217
Morris Financial Concepts
South Carolina
$162K -$22.4K -210 -12%
SVCP
1218
Silicon Valley Capital Partners
California
$155K +$959 +9 +0.6%
KFS
1219
Kelly Financial Services
Massachusetts
$141K -$17.6K -165 -11%
PG
1220
Proffitt & Goodson
Tennessee
$139K
CTA
1221
Colonial Trust Advisors
South Carolina
$134K -$1.49K -14 -1%
TCWA
1222
Turtle Creek Wealth Advisors
Texas
$134K +$134K +1,256 New
WOSD
1223
WFA of San Diego
California
$129K +$129K +1,215 New
DAM
1224
Delta Asset Management
Tennessee
$128K -$25.6K -240 -17%
FNWA
1225
Financial Network Wealth Advisors
Utah
$127K +$127K +1,190 New