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iShares National Muni Bond ETF

1,507 hedge funds and large institutions have $37.2B invested in iShares National Muni Bond ETF in 2024 Q4 according to their latest regulatory filings, with 218 funds opening new positions, 649 increasing their positions, 465 reducing their positions, and 73 closing their positions.

Holders
1,507
Holders Change
+119
Holders Change %
+8.57%
% of All Funds
20.07%
Holding in Top 10
121
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+11.01%
% of All Funds
1.61%
New
218
Increased
649
Reduced
465
Closed
73
Calls
$74.3M
Puts
$144M
Net Calls
-$70.2M
Net Calls Change
-$78.8M
Name Market Value Shares Shares
Change
Shares
Change %
PMFA
101
Plante Moran Financial Advisors
Michigan
$36.1M 339,112 -37,468 -10%
Nisa Investment Advisors
102
Nisa Investment Advisors
Missouri
$36.1M 338,995 -35,945 -10%
EH
103
Equitable Holdings
New York
$34.7M 325,488 -17,535 -5%
M&T Bank
104
M&T Bank
New York
$34.6M 324,478 +42,578 +15%
FSC
105
Full Sail Capital
Oklahoma
$34.4M 322,810 +8,669 +3%
CWM
106
Cahaba Wealth Management
Georgia
$34.1M 319,873 +4,160 +1%
LFS
107
Lutz Financial Services
Nebraska
$33.8M 317,352 +16,652 +6%
CPCM
108
Cardinal Point Capital Management
Ontario, Canada
$33.4M 313,585 +28,114 +10%
APW
109
Austin Private Wealth
Texas
$33.3M 312,430 +309 +0.1%
Nuveen Asset Management
110
Nuveen Asset Management
Illinois
$33.2M 311,763 +285,841 +1,103%
DWM
111
Dynasty Wealth Management
Florida
$33.2M 311,510 +311,510 New
LSAG
112
Lake Street Advisors Group
New Hampshire
$33.1M 310,573 -5,892 -2%
APP
113
Avantax Planning Partners
Iowa
$32.1M 301,081 +5,722 +2%
AWS
114
Atria Wealth Solutions
New York
$32M 300,232 +38,778 +15%
RIA
115
Retirement Investment Advisors
Oklahoma
$31.4M 295,163 +39,322 +15%
SFG
116
SNS Financial Group
Minnesota
$31.3M 293,959 -7,181 -2%
WPC
117
Wedmont Private Capital
Pennsylvania
$31M 293,396 +79,073 +37%
GVAG
118
Great Valley Advisor Group
Delaware
$31M 290,679 +14,557 +5%
GCM
119
G2 Capital Management
Ohio
$30.9M 289,729 -1,496 -0.5%
IWC
120
Integrated Wealth Concepts
Massachusetts
$30.3M 284,427 +25,480 +10%
DL
121
DOHJ LLC
Washington
$30M 281,633 -4,831 -2%
SAG
122
SageView Advisory Group
California
$29.6M 277,962 +96,807 +53%
Cambridge Investment Research Advisors
123
Cambridge Investment Research Advisors
Iowa
$29.4M 275,995 +17,000 +7%
TC
124
TownSquare Capital
Utah
$28.9M 271,113 +3,565 +1%
BCP
125
Blue Chip Partners
Michigan
$28.7M 269,302 +29,508 +12%