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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.

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 Market Value Shares Shares
Change
Shares
Change %
BCM
1351
Boltwood Capital Management
California
$210K 1,975 -175 -8%
OIM
1352
Oder Investment Management
California
$208K 1,952 +5 +0.3%
RWM
1353
RKL Wealth Management
Pennsylvania
$206K 1,933 -28 -1%
TA
1354
TrueWealth Advisors
Alabama
$205K 1,923 -41 -2%
RRWA
1355
Rainey & Randall Wealth Advisors
Florida
$203K 1,910 +20 +1%
CM
1356
Columbus Macro
Pennsylvania
$202K 1,898 -6 -0.3%
RF
1357
Rossby Financial
Florida
$202K 1,896 +1,896 New
RBC
1358
Rye Brook Capital
Connecticut
$202K 1,900
OAM
1359
Occidental Asset Management
California
$202K 1,895
EF
1360
Exeter Financial
Arizona
$201K 1,890
TPW
1361
Talon Private Wealth
Florida
$201K 1,885
CAS
1362
Coppell Advisory Solutions
Texas
$200K 1,872 +1,585 +552%
TCG
1363
Transcendent Capital Group
Oklahoma
$199K 1,865 -1,677 -47%
SS
1364
Sunbelt Securities
Texas
$197K 1,846 -442 -19%
UB
1365
UMB Bank
Missouri
$182K 1,707
PFT
1366
Providence First Trust
Arizona
$180K 1,685 -252 -13%
MFT
1367
Moisand Fitzgerald Tamayo
Florida
$179K 1,683
BWL
1368
Bogart Wealth LLC
Virginia
$179K 1,677 +100 +6%
FIA
1369
FPC Investment Advisory
California
$178K 1,672 +1,672 New
CT
1370
Colonial Trust
South Carolina
$171K 1,605 +1,370 +583%
CT
1371
Clearstead Trust
Maine
$168K 1,574
EAM
1372
Empirical Asset Management
Massachusetts
$166K 90,345 -2,816 -3%
RJA
1373
Ross\Johnson & Associates
Minnesota
$164K 1,542 +1,542 New
FWM
1374
FSA Wealth Management
Massachusetts
$162K 1,519 -325 -18%
MFC
1375
Morris Financial Concepts
South Carolina
$162K 1,519 -32 -2%