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iShares National Muni Bond ETF

1,364 hedge funds and large institutions have $32.7B invested in iShares National Muni Bond ETF in 2024 Q1 according to their latest regulatory filings, with 111 funds opening new positions, 599 increasing their positions, 458 reducing their positions, and 95 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,364
Holders Change
-6
Holders Change %
-0.44%
% of All Funds
19.77%
Holding in Top 10
118
Holding in Top 10 Change
-14
Holding in Top 10 Change %
-10.61%
% of All Funds
1.71%
New
111
Increased
599
Reduced
458
Closed
95
Calls
$186M
Puts
$237M
Net Calls
-$51M
Net Calls Change
-$132M
Name Holding Trade Value Shares
Change
Shares
Change %
XWM
1226
Xcel Wealth Management
Florida
$204K +$204K +1,892 New
LA
1227
Latitude Advisors
Florida
$204K +$204K +1,891 New
DWM
1228
Dopkins Wealth Management
New York
$203K +$203K +1,890 New
S
1229
Sunpointe
Missouri
$203K -$39.9K -371 -16%
EF
1230
Exeter Financial
Arizona
$202K
BJL
1231
Brighton Jones LLC
Washington
$202K -$3.55K -33 -2%
RRWA
1232
Rainey & Randall Wealth Advisors
Florida
$200K +$968 +9 +0.5%
MFT
1233
Moisand Fitzgerald Tamayo
Florida
$186K
MFC
1234
Morris Financial Concepts
South Carolina
$186K +$12.4K +115 +7%
CT
1235
Clearstead Trust
Maine
$169K
TCOV
1236
Trust Company of Vermont
Vermont
$169K +$169K +1,573 New
GWSG
1237
GPS Wealth Strategies Group
Colorado
$168K +$146K +1,353 +663%
CWC
1238
Carolinas Wealth Consulting
North Carolina
$167K +$5.38K +50 +3%
PP
1239
Pacifica Partners
Canada
$165K -$16.1K -150 -9%
TCG
1240
Transcendent Capital Group
Oklahoma
$165K +$2.15K +20 +1%
CSWM
1241
Cassady Schiller Wealth Management
Ohio
$165K
PAM
1242
Palisade Asset Management
Minnesota
$163K +$163K +1,511 New
KFS
1243
Kelly Financial Services
Massachusetts
$160K -$119K -1,104 -43%
SVCP
1244
Silicon Valley Capital Partners
California
$156K +$15K +139 +11%
DAM
1245
Delta Asset Management
Tennessee
$155K
FW
1246
Fairway Wealth
Ohio
$152K +$26.4K +245 +21%
PG
1247
Proffitt & Goodson
Tennessee
$140K +$140K +1,300 New
FF
1248
Friedenthal Financial
New Jersey
$138K +$39.8K +370 +40%
KFP
1249
Keener Financial Planning
Texas
$138K
CTA
1250
Colonial Trust Advisors
South Carolina
$137K -$185K -1,721 -58%