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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.

New
Increased
Maintained
Reduced
Closed
Holders
1,507
Holders Change
+119
Holders Change %
+8.57%
% of All Funds
20.06%
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 Holding Trade Value Shares
Change
Shares
Change %
FL
1226
FreeGulliver LLC
Louisiana
$309K +$42.4K +398 +16%
CGA
1227
Crescent Grove Advisors
Illinois
$307K -$12.3K -115 -4%
MAV
1228
Mason & Associates (Virginia)
Virginia
$306K +$306K +2,875 New
BP
1229
BBR Partners
New York
$306K
CWP
1230
Concord Wealth Partners
Virginia
$305K -$10.8K -101 -3%
EF
1231
Envision Financial
Wisconsin
$304K +$304K +2,857 New
EW
1232
Evoke Wealth
California
$304K +$37.9K +356 +14%
EK
1233
Evensky & Katz
Florida
$304K +$26.3K +247 +9%
UIM
1234
Unified Investment Management
Georgia
$304K +$304K +2,850 New
FWM
1235
Fonville Wealth Management
Virginia
$303K +$90.4K +849 +42%
ITB
1236
Idaho Trust Bank
Idaho
$300K -$506K -4,745 -63%
BPWM
1237
Badgley Phelps Wealth Managers
Washington
$298K
RWM
1238
Riverbend Wealth Management
South Carolina
$297K +$297K +2,787 New
PCM
1239
Parsons Capital Management
Rhode Island
$295K +$295K +2,772 New
SW
1240
StrongBox Wealth
Missouri
$294K +$294K +2,759 New
PAS
1241
PKS Advisory Services
New York
$293K +$293K +2,752 New
FMII
1242
Farmers & Merchants Investments Inc
Nebraska
$293K +$292K +2,738 +24,891%
Empower Advisory Group
1243
Empower Advisory Group
Colorado
$292K -$177K -1,658 -38%
OFS
1244
Orrstown Financial Services
Pennsylvania
$291K +$291K +2,735 New
CFG
1245
Cooper Financial Group
California
$291K -$73.5K -690 -20%
DWS
1246
Dynamic Wealth Strategies
California
$290K +$15.7K +147 +6%
HFW
1247
Horizon Family Wealth
Illinois
$290K
PPC
1248
Pennington Partners & Co
Maryland
$287K +$287K +2,693 New
TPI
1249
Trust Point Inc
Wisconsin
$286K +$286K +2,687 New
EFG
1250
Erickson Financial Group
Pennsylvania
$286K -$102K -958 -26%