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iShares National Muni Bond ETF

1,201 hedge funds and large institutions have $26.7B invested in iShares National Muni Bond ETF in 2023 Q1 according to their latest regulatory filings, with 111 funds opening new positions, 519 increasing their positions, 424 reducing their positions, and 82 closing their positions.

Holders
1,201
Holders Change
-1
Holders Change %
-0.08%
% of All Funds
19.23%
Holding in Top 10
118
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-4.84%
% of All Funds
1.89%
New
111
Increased
519
Reduced
424
Closed
82
Calls
$1.94M
Puts
$2.44M
Net Calls
-$497K
Net Calls Change
+$2.52M
Name Market Value Shares Shares
Change
Shares
Change %
PPWM
1226
PFG Private Wealth Management
Florida
-13,009 Closed
IWA
1227
IBEX Wealth Advisors
New Jersey
-11,411 Closed
WWA
1228
WCG Wealth Advisors
Nevada
-10,784 Closed
NL
1229
Navalign LLC
California
-10,154 Closed
MW
1230
MBL Wealth
North Carolina
-6,946 Closed
R
1231
Rebalance
California
-6,613 Closed
FMP
1232
Financial Management Professionals
Texas
-6,286 Closed
SCA
1233
Snowden Capital Advisors
New York
-6,154 Closed
RPSA
1234
Richard P. Slaughter Associates
Texas
-4,944 Closed
SRC
1235
Shufro Rose & Co
New York
-4,678 Closed
CA
1236
Calton & Associates
Florida
-4,477 Closed
CAM
1237
Covenant Asset Management
New Jersey
-4,174 Closed
OWA
1238
Opal Wealth Advisors
New York
-4,139 Closed
ECG
1239
Edge Capital Group
Georgia
-3,876 Closed
BC
1240
Bowman & Company
Wisconsin
-3,725 Closed
HC
1241
Hamilton Capital
Ohio
-3,652 Closed
HAS
1242
HBW Advisory Services
California
-3,471 Closed
Fiera Capital (Canada)
1243
Fiera Capital (Canada)
Quebec, Canada
-3,338 Closed
EHC
1244
Everett Harris & Co
California
-3,303 Closed
AFS
1245
AFG Fiduciary Services
Massachusetts
-3,300 Closed
SFP
1246
Shepherd Financial Partners
Massachusetts
-3,248 Closed
DWM
1247
Defined Wealth Management
Oregon
-3,076 Closed
CFO
1248
Collective Family Office
Pennsylvania
-3,000 Closed
LWP
1249
Laurel Wealth Planning
Minnesota
-2,940 Closed
Koshinski Asset Management
1250
Koshinski Asset Management
Illinois
-2,888 Closed