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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
20.07%
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 %
AA
1251
ArborFi Advisors
Michigan
$286K +$286K +2,682 New
PWM
1252
Partners Wealth Management
California
$286K +$286K +2,682 New
T
1253
Transce3nd
Texas
$285K +$285K +2,679 New
FA
1254
Fermata Advisors
California
$283K +$1.07K +10 +0.4%
D
1255
Dentgroup
Louisiana
$282K -$54.5K -512 -16%
TLFA
1256
True Link Financial Advisors
California
$281K +$281K +2,638 New
ACM
1257
Advance Capital Management
Michigan
$281K +$24.1K +226 +9%
RIG
1258
RiverFront Investment Group
Virginia
$281K +$281K +2,636 New
RRA
1259
Round Rock Advisors
Connecticut
$280K
GWM
1260
Gray Wealth Management
Maine
$279K +$6.07K +57 +2%
HTIM
1261
Harbour Trust & Investment Management
Indiana
$277K +$277K +2,602 New
FF
1262
Friday Financial
Iowa
$276K +$276K +2,594 New
Principal Financial Group
1263
Principal Financial Group
Iowa
$275K +$16.6K +156 +6%
C1AG
1264
Client 1st Advisory Group
Florida
$274K
LFP
1265
Lakeshore Financial Planning
Michigan
$273K -$11.1K -104 -4%
BBNB
1266
Baker Boyer National Bank
Washington
$273K
PCM
1267
Presidio Capital Management
California
$273K
AWP
1268
Axis Wealth Partners
Rhode Island
$273K +$273K +2,558 New
PP
1269
Pacifica Partners
Canada
$272K -$1.6K -15 -0.6%
OCPWS
1270
One Charles Private Wealth Services
Massachusetts
$272K +$272K +2,550 New
GI
1271
GLOBALT Investments
Georgia
$271K
LA
1272
LexAurum Advisors
Kansas
$271K +$271K +2,545 New
AFO
1273
Allie Family Office
Florida
$271K +$271K +2,545 New
CCG
1274
Ceeto Capital Group
Florida
$271K
EWA
1275
ERTS Wealth Advisors
Michigan
$270K -$15.6K -146 -5%