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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 %
VWM
1301
Valley Wealth Managers
New Jersey
$52.3K +$10.3K +95 +25%
RAM
1302
Riggs Asset Management
Pennsylvania
$51K
GC
1303
Gould Capital
Washington
$50.7K +$2.6K +24 +5%
VAMG
1304
Voisard Asset Management Group
Michigan
$50K +$50K +461 New
PA
1305
Pineridge Advisors
Missouri
$47.8K +$47.8K +441 New
AGWCA
1306
Annis Gardner Whiting Capital Advisors
Florida
$46.1K +$46.1K +425 New
RA
1307
Rise Advisors
New York
$45.2K -$5.75K -53 -11%
NRG
1308
Nemes Rush Group
Michigan
$43.2K +$108 +1 +0.3%
BWAM
1309
Boyd Watterson Asset Management
Ohio
$40.7K -$21.7K -200 -35%
HIA
1310
Harbor Investment Advisory
Maryland
$39.2K -$10.3K -95 -21%
CHA
1311
Carmichael Hill & Associates
Maryland
$36.8K
RFA
1312
Register Financial Advisors
Georgia
$36.4K
CSB
1313
City State Bank
Iowa
$36K
CB
1314
CNB Bank
Pennsylvania
$32.5K
RFG
1315
REAP Financial Group
Texas
$32.4K +$32.4K +299 New
BL
1316
BFSG LLC
California
$29.8K +$29.8K +275 New
EBA
1317
Eagle Bay Advisors
New York
$28.4K +$28.4K +262 New
RTL
1318
Red Tortoise LLC
Georgia
$27.9K -$105K -971 -79%
HR
1319
Howe & Rusling
New York
$27.6K +$27.6K +255 New
RWM
1320
Ruedi Wealth Management
Illinois
$27.4K +$10.9K +101 +66%
SWM
1321
Sugarloaf Wealth Management
Georgia
$27.1K -$149K -1,374 -85%
National Bank of Canada
1322
National Bank of Canada
Quebec, Canada
$27K
RBA
1323
Richard Bernstein Advisors
New York
$26.8K +$26.8K +247 New
PA
1324
PSI Advisors
Florida
$26.6K +$324 +3 +1%
UB
1325
UMB Bank
Missouri
$26.1K