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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 %
MFT
1251
Moisand Fitzgerald Tamayo
Florida
$188K -$10.3K -95 -5%
1832 Asset Management
1252
1832 Asset Management
Ontario, Canada
$185K -$107K -990 -37%
Qube Research & Technologies (QRT)
1253
Qube Research & Technologies (QRT)
United Kingdom
$184K -$1.07M -9,908 -85%
PP
1254
Pacifica Partners
Canada
$181K
HFM
1255
Hartford Financial Management
Connecticut
$176K -$2.77M -25,594 -94%
MFC
1256
Morris Financial Concepts
South Carolina
$175K +$17.9K +165 +11%
RIL
1257
Rothschild Investment LLC
Illinois
$173K +$173K +1,600 New
VCM
1258
Versant Capital Management
Arizona
$172K
CT
1259
Clearstead Trust
Maine
$171K
CSWM
1260
Cassady Schiller Wealth Management
Ohio
$166K -$166K -1,532 -50%
TCG
1261
Transcendent Capital Group
Oklahoma
$164K +$164K +1,515 New
CWC
1262
Carolinas Wealth Consulting
North Carolina
$163K +$542 +5 +0.3%
DAM
1263
Delta Asset Management
Tennessee
$157K +$102K +945 +189%
SVCP
1264
Silicon Valley Capital Partners
California
$142K +$1.08K +10 +0.8%
AWM
1265
AllSquare Wealth Management
New York
$139K
KFP
1266
Keener Financial Planning
Texas
$139K +$139K +1,282 New
FA
1267
Faithward Advisors
Pennsylvania
$136K
WWM
1268
Wolff Wiese Magana
California
$131K -$21.7K -200 -14%
FW
1269
Fairway Wealth
Ohio
$127K +$127K +1,167 New
TWP
1270
TFO Wealth Partners
Ohio
$126K -$20.3K -187 -14%
NRC
1271
New Republic Capital
North Carolina
$123K -$60.8K -561 -33%
RFS
1272
Richardson Financial Services
Massachusetts
$121K +$121K +1,112 New
DIP
1273
DT Investment Partners
Pennsylvania
$113K -$130K -1,202 -54%
TSW
1274
Thompson Siegel & Walmsley
Virginia
$110K -$8.55K -79 -7%
NP
1275
NorthRock Partners
Minnesota
$106K +$106K +977 New