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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.

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 Market Value Shares Shares
Change
Shares
Change %
HSBC Holdings
101
HSBC Holdings
United Kingdom
$40M 368,841 -7,512 -2%
Comerica Bank
102
Comerica Bank
Texas
$38.9M 358,740 +45,407 +14%
WAP
103
Wealthcare Advisory Partners
Pennsylvania
$37.7M 347,639 -56,148 -14%
JFGIW
104
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$37.6M 346,970 +198,525 +134%
WPW
105
Waldron Private Wealth
Pennsylvania
$36.8M 339,296 -7,234 -2%
APW
106
Austin Private Wealth
Texas
$36M 332,106 +3,172 +1%
Nuveen Asset Management
107
Nuveen Asset Management
Illinois
$35.9M 331,467 +331,467 New
FTUS
108
Flow Traders U.S.
New York
$35.7M 329,684 -130,945 -28%
Carson Wealth (CWM LLC)
109
Carson Wealth (CWM LLC)
Nebraska
$35.7M 329,339 -37,269 -10%
MIS
110
Morningstar Investment Services
Illinois
$34.8M 320,602 +183,772 +134%
MA
111
Mosaic Advisors
Texas
$34.5M 318,522 +171,004 +116%
FSC
112
Full Sail Capital
Oklahoma
$34M 313,184 -124,711 -28%
LSAG
113
Lake Street Advisors Group
New Hampshire
$33.9M 312,994 -16,360 -5%
Thrivent Financial for Lutherans
114
Thrivent Financial for Lutherans
Minnesota
$33.2M 306,005 -59,294 -16%
Nisa Investment Advisors
115
Nisa Investment Advisors
Missouri
$33.1M 305,760 +305,760 New
CAM
116
Cresset Asset Management
Illinois
$32.7M 301,825 +12,986 +4%
SFG
117
SNS Financial Group
Minnesota
$32.7M 301,701 +188,199 +166%
GCM
118
G2 Capital Management
Ohio
$31.8M 293,010 +293,010 New
SHGA
119
Sand Hill Global Advisors
California
$30.8M 283,715 +222,503 +363%
LFS
120
Lutz Financial Services
Nebraska
$29.4M 270,829 +212,734 +366%
CB
121
Commerce Bank
Missouri
$29.3M 270,611 -9,412 -3%
HNB
122
Huntington National Bank
Ohio
EH
123
Equitable Holdings
New York
$29M 267,332 +58,075 +28%
Cambridge Investment Research Advisors
124
Cambridge Investment Research Advisors
Iowa
$28.6M 263,815 +28,301 +12%
GSIS
125
Global Strategic Investment Solutions
Arizona
$27.8M 256,459 +256,459 New