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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 %
WWM
1251
Wolff Wiese Magana
California
$130K
TWP
1252
TFO Wealth Partners
Ohio
$129K +$3.87K +36 +3%
AWM
1253
AllSquare Wealth Management
New York
$128K -$10.8K -100 -8%
HFM
1254
Hartford Financial Management
Connecticut
$125K -$50.1K -466 -29%
LFA
1255
LGT Financial Advisors
Texas
$125K +$58.2K +541 +88%
NRC
1256
New Republic Capital
North Carolina
$122K
RFS
1257
Richardson Financial Services
Massachusetts
$121K +$1.83K +17 +2%
CFS
1258
CGC Financial Services
Oregon
$120K -$8.69M -80,761 -99%
ACA
1259
Atlas Capital Advisors
Wyoming
$118K -$102K -949 -46%
BWL
1260
Bogart Wealth LLC
Virginia
$115K +$57.2K +532 +99%
FFA
1261
Founders Financial Alliance
North Carolina
$115K +$18K +167 +19%
GI
1262
Gradient Investments
Minnesota
$111K -$219K -2,035 -66%
MFA
1263
Morling Financial Advisors
California
$108K +$108K +1,006 New
DIP
1264
DT Investment Partners
Pennsylvania
$106K -$5.92K -55 -5%
CIA
1265
Cape Investment Advisory
Georgia
$101K -$1.83K -17 -2%
CFO
1266
CVA Family Office
Colorado
$100K +$15.7K +146 +19%
AA
1267
AlphaCentric Advisors
Puerto Rico
$98.7K +$23.2K +216 +31%
WTA
1268
Washington Trust Advisors
Massachusetts
$96.8K
MSG
1269
Main Street Group
Virginia
$92.1K
BCV
1270
Banque Cantonale Vaudoise
Switzerland
$90K +$1.07K +10 +1%
LC
1271
Lindbrook Capital
California
$86.1K
M
1272
MOTCO
Texas
$83.3K -$134K -1,241 -62%
OLVIG
1273
Oliver Lagore Vanvalin Investment Group
Michigan
$83.2K +$430 +4 +0.5%
TFA
1274
Toth Financial Advisory
Virginia
$83K
CFB
1275
Cullen/Frost Bankers
Texas
$78.4K -$14.5M -135,002 -99%