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iShares National Muni Bond ETF

1,336 hedge funds and large institutions have $32.5B invested in iShares National Muni Bond ETF in 2024 Q2 according to their latest regulatory filings, with 106 funds opening new positions, 633 increasing their positions, 427 reducing their positions, and 116 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,336
Holders Change
-28
Holders Change %
-2.05%
% of All Funds
19.44%
Holding in Top 10
117
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-0.85%
% of All Funds
1.7%
New
106
Increased
633
Reduced
427
Closed
116
Calls
$6.12M
Puts
$187M
Net Calls
-$181M
Net Calls Change
-$130M
Name Holding Trade Value Shares
Change
Shares
Change %
AWM
1226
AllSquare Wealth Management
New York
$126K
CIA
1227
Cape Investment Advisory
Georgia
$125K +$25.6K +240 +26%
HFM
1228
Hartford Financial Management
Connecticut
$124K
NRC
1229
New Republic Capital
North Carolina
$120K -$213 -2 -0.2%
CFS
1230
CGC Financial Services
Oregon
$119K
TCOV
1231
Trust Company of Vermont
Vermont
$118K -$49.1K -461 -29%
PCMC
1232
Private Capital Management (Colorado)
Colorado
$118K -$533K -5,006 -82%
ACA
1233
Atlas Capital Advisors
Wyoming
$117K
DIP
1234
DT Investment Partners
Pennsylvania
$108K +$3.09K +29 +3%
RFS
1235
Richardson Financial Services
Massachusetts
$105K -$15K -141 -12%
LFA
1236
LGT Financial Advisors
Texas
$105K -$18.7K -175 -15%
GJIA
1237
Glass Jacobson Investment Advisors
Maryland
$101K +$50.6K +475 +101%
AA
1238
AlphaCentric Advisors
Puerto Rico
$98.9K +$1.17K +11 +1%
WTA
1239
Washington Trust Advisors
Massachusetts
$95.9K
FFA
1240
Founders Financial Alliance
North Carolina
$95.7K -$17.8K -167 -16%
MSG
1241
Main Street Group
Virginia
$91.4K
OLVIG
1242
Oliver Lagore Vanvalin Investment Group
Michigan
$89.3K +$6.93K +65 +8%
LC
1243
Lindbrook Capital
California
$85.2K
AFWM
1244
Abich Financial Wealth Management
Virginia
$84K +$84K +788 New
CB
1245
Chris Bulman
California
$83.6K +$83.6K +785 New
M
1246
MOTCO
Texas
$82.5K
KFI
1247
Key Financial Inc
Pennsylvania
$78.3K +$53.3K +500 +213%
HIA
1248
Harbor Investment Advisory
Maryland
$77.2K +$13.6K +128 +21%
CSWM
1249
Cassady Schiller Wealth Management
Ohio
$77K -$86.3K -810 -53%
ME
1250
McIlrath & Eck
Washington
$76.3K +$533 +5 +0.7%