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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 %
TW
1276
TrinityPoint Wealth
Connecticut
$270K +$213 +2 +0.1%
HCM
1277
Harvey Capital Management
Florida
$267K
CPA
1278
Cardiff Park Advisors
California
$267K +$1.6K +15 +0.6%
MFA
1279
Millington Financial Advisors
Illinois
$264K -$26K -244 -9%
TI
1280
Truepoint Inc
Ohio
$263K -$210K -1,974 -44%
VFG
1281
Victory Financial Group
Texas
$263K +$263K +2,464 New
KWM
1282
KFG Wealth Management
Indiana
$258K -$4.26K -40 -2%
MA
1283
MBA Advisors
Pennsylvania
$257K -$17.3K -162 -6%
IPW
1284
Intergy Private Wealth
Colorado
$256K +$852 +8 +0.3%
LBC
1285
Leigh Baldwin & Co
New York
$255K +$255K +2,396 New
CFS
1286
CRA Financial Services
New Jersey
$255K
NRI
1287
NFP Retirement Inc
California
$255K +$255K +2,389 New
Millennium Management
1288
Millennium Management
New York
$254K -$2.85M -26,743 -92%
PDL
1289
Portfolio Design Labs
California
$254K +$254K +2,382 New
CA
1290
Crane Advisory
California
$254K +$254K +2,380 New
AI
1291
Auour Investments
Massachusetts
$253K +$253K +2,378 New
CCG
1292
Catalina Capital Group
California
$252K -$5.33K -50 -2%
SP
1293
Sequent Planning
Nebraska
$252K +$252K +2,365 New
FFG
1294
First Financial Group
North Carolina
$251K +$251K +2,355 New
IAS
1295
Insigneo Advisory Services
Florida
$250K -$220K -2,068 -47%
SIM
1296
Stratos Investment Management
Ohio
$250K +$250K +2,349 New
WSWA
1297
Warren Street Wealth Advisors
California
$250K +$37.1K +348 +17%
WPW
1298
Warther Private Wealth
Ohio
$249K
KCM
1299
Kanawha Capital Management
Virginia
$248K +$10.8K +101 +5%
IAIM
1300
International Assets Investment Management
Florida
$248K +$248K +2,323 New