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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.

New
Increased
Maintained
Reduced
Closed
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 Holding Trade Value Shares
Change
Shares
Change %
RCG
1226
Regatta Capital Group
California
$217K
FVWA
1227
Foster Victor Wealth Advisors
South Carolina
$216K -$3.25K -30 -1%
S
1228
Sachetta
Massachusetts
$216K +$216K +1,990 New
FCM
1229
Firestone Capital Management
Florida
$216K +$2.06K +19 +1%
MWA
1230
Midland Wealth Advisors
Illinois
$216K +$216K +1,988 New
TWP
1231
Tempus Wealth Planning
California
$215K
VCM
1232
Vivaldi Capital Management
Illinois
$214K -$12K -112 -5%
TNB
1233
Thomasville National Bank
Georgia
$213K
FWM
1234
Fonville Wealth Management
Virginia
$213K +$213K +1,961 New
DCM
1235
Donaldson Capital Management
Indiana
$211K +$211K +1,947 New
CCM
1236
Colorado Capital Management
Colorado
$210K -$87.5K -809 -29%
FA
1237
Flagstar Advisors
New York
$210K -$10.8K -100 -5%
APC
1238
Aspire Private Capital
North Carolina
$209K +$24.9K +230 +14%
PCS
1239
Personal CFO Solutions
New Jersey
$208K +$208K +1,915 New
BJL
1240
Brighton Jones LLC
Washington
$207K +$207K +1,909 New
HA
1241
Hofer & Associates
California
$206K +$206K +1,902 New
RBC
1242
Rye Brook Capital
Connecticut
$206K
EF
1243
Exeter Financial
Arizona
$205K +$205K +1,890 New
MA
1244
MONECO Advisors
Connecticut
$204K +$204K +1,883 New
ASFA
1245
All Season Financial Advisors
Colorado
$202K +$202K +1,859 New
ACM
1246
Advisors Capital Management
New Jersey
$201K +$201K +1,851 New
RRWA
1247
Rainey & Randall Wealth Advisors
Florida
$201K +$201K +1,854 New
LMKC
1248
L.M. Kohn & Company
Ohio
$201K -$108K -1,000 -35%
OCPWS
1249
One Charles Private Wealth Services
Massachusetts
$201K +$201K +1,850 New
TFG
1250
Team Financial Group
California
$188K -$10.6K -98 -5%