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iShares National Muni Bond ETF

1,364 hedge funds and large institutions have $32.7B invested in iShares National Muni Bond ETF in 2024 Q1 according to their latest regulatory filings, with 111 funds opening new positions, 599 increasing their positions, 458 reducing their positions, and 95 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,364
Holders Change
-6
Holders Change %
-0.44%
% of All Funds
19.77%
Holding in Top 10
118
Holding in Top 10 Change
-14
Holding in Top 10 Change %
-10.61%
% of All Funds
1.71%
New
111
Increased
599
Reduced
458
Closed
95
Calls
$186M
Puts
$237M
Net Calls
-$51M
Net Calls Change
-$132M
Name Holding Trade Value Shares
Change
Shares
Change %
GC
1426
Grimes & Company
Massachusetts
-$253K -2,338 Closed
SCM
1427
Sollinda Capital Management
Florida
-$253K -2,332 Closed
SRC
1428
Shufro Rose & Co
New York
-$236K -2,301 Closed
WJWM
1429
Williams Jones Wealth Management
New York
-$228K -2,101 Closed
IP
1430
Intellectus Partners
California
-$228K -2,100 Closed
BCA
1431
Bay Colony Advisors
Massachusetts
-$223K -2,058 Closed
Fiera Capital (Canada)
1432
Fiera Capital (Canada)
Quebec, Canada
-$223K -2,056 Closed
AWA
1433
Arete Wealth Advisors
Illinois
-$222K -2,052 Closed
FVWA
1434
Foster Victor Wealth Advisors
South Carolina
-$216K -1,992 Closed
VCM
1435
Vivaldi Capital Management
Illinois
-$214K -1,990 Closed
MWA
1436
Midland Wealth Advisors
Illinois
-$216K -1,988 Closed
DCM
1437
Donaldson Capital Management
Indiana
-$211K -1,947 Closed
ASFA
1438
All Season Financial Advisors
Colorado
-$202K -1,859 Closed
ACM
1439
Advisors Capital Management
New Jersey
-$201K -1,851 Closed
LMKC
1440
L.M. Kohn & Company
Ohio
-$201K -1,850 Closed
OCPWS
1441
One Charles Private Wealth Services
Massachusetts
-$201K -1,850 Closed
TFG
1442
Team Financial Group
California
-$188K -1,732 Closed
1832 Asset Management
1443
1832 Asset Management
Ontario, Canada
-$185K -1,708 Closed
VCM
1444
Versant Capital Management
Arizona
-$172K -1,586 Closed
FA
1445
Faithward Advisors
Pennsylvania
-$136K -1,269 Closed
TSW
1446
Thompson Siegel & Walmsley
Virginia
-$110K -1,016 Closed
NFSG
1447
Newbridge Financial Services Group
Florida
-$86.7K -800 Closed
First Manhattan
1448
First Manhattan
New York
-$85.8K -791 Closed
NB
1449
NBT Bank
New York
-$64.1K -591 Closed
ANBT
1450
American National Bank & Trust
Texas
-$53.4K -493 Closed