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iShares National Muni Bond ETF

1,388 hedge funds and large institutions have $34.6B invested in iShares National Muni Bond ETF in 2024 Q3 according to their latest regulatory filings, with 124 funds opening new positions, 645 increasing their positions, 427 reducing their positions, and 58 closing their positions.

Holders
1,388
Holders Change
+52
Holders Change %
+3.89%
% of All Funds
20.08%
Holding in Top 10
109
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-6.84%
% of All Funds
1.58%
New
124
Increased
645
Reduced
427
Closed
58
Calls
$55M
Puts
$46.3M
Net Calls
+$8.65M
Net Calls Change
+$189M
Name Market Value Shares Shares
Change
Shares
Change %
XWM
1251
Xcel Wealth Management
Florida
$206K 1,892
RRWA
1252
Rainey & Randall Wealth Advisors
Florida
$205K 1,890 +1,890 New
EF
1253
Exeter Financial
Arizona
$205K 1,890
CM
1254
Columbus Macro
Pennsylvania
$205K 1,904 +1,904 New
TPW
1255
Talon Private Wealth
Florida
$205K 1,885 +1,885 New
NIA
1256
NIA Impact Advisors
California
$203K 1,865 +1,865 New
LMKC
1257
L.M. Kohn & Company
Ohio
$201K 1,850 +1,850 New
FWM
1258
FSA Wealth Management
Massachusetts
$200K 1,844 +1,844 New
DWM
1259
Dopkins Wealth Management
New York
$199K 1,836 +1,836 New
UB
1260
UMB Bank
Missouri
$185K 1,707 +1,466 +608%
HWP
1261
Highline Wealth Partners
California
$185K 1,700 -575 -25%
MFT
1262
Moisand Fitzgerald Tamayo
Florida
$183K 1,683
CPG
1263
Cornerstone Planning Group
New Jersey
$176K 1,646 +11 +0.7%
BWL
1264
Bogart Wealth LLC
Virginia
$171K 1,577 +1,039 +193%
CT
1265
Clearstead Trust
Maine
$171K 1,574
MFC
1266
Morris Financial Concepts
South Carolina
$168K 1,551 +31 +2%
LC
1267
Lindbrook Capital
California
$152K 1,400 +600 +75%
BL
1268
BFSG LLC
California
$151K 1,389 +1,189 +595%
RFS
1269
Richardson Financial Services
Massachusetts
$147K 1,376 +388 +39%
SVCP
1270
Silicon Valley Capital Partners
California
$144K 1,328 -126 -9%
SR
1271
Syntax Research
Florida
$141K 1,300 +1,300 New
PG
1272
Proffitt & Goodson
Tennessee
$141K 1,300
ACA
1273
Atlas Capital Advisors
Wyoming
$141K 1,294 +194 +18%
CIA
1274
Cape Investment Advisory
Georgia
$136K 1,249 +72 +6%
WOSD
1275
WFA of San Diego
California
$132K 1,215