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iShares National Muni Bond ETF

1,202 hedge funds and large institutions have $28.1B invested in iShares National Muni Bond ETF in 2022 Q4 according to their latest regulatory filings, with 222 funds opening new positions, 472 increasing their positions, 408 reducing their positions, and 124 closing their positions.

Holders
1,202
Holders Change
+76
Holders Change %
+6.75%
% of All Funds
19.39%
Holding in Top 10
124
Holding in Top 10 Change
+28
Holding in Top 10 Change %
+29.17%
% of All Funds
2%
New
222
Increased
472
Reduced
408
Closed
124
Calls
$8.71M
Puts
$11.7M
Net Calls
-$3.02M
Net Calls Change
+$20.8M
Name Market Value Shares Shares
Change
Shares
Change %
GW
126
GW & Wade
Massachusetts
$21.5M 203,330 +125,693 +162%
CDIA
127
Capital Directions Investment Advisors
Georgia
$20.9M 198,130 +198,130 New
RW
128
Reframe Wealth
Virginia
$20.9M 198,130 +198,130 New
AL
129
Aspiriant LLC
California
$20.9M 197,991 -106,301 -35%
B
130
Bailard
California
$20.8M 197,536 -445,055 -69%
RFC
131
Regions Financial Corp
Alabama
$20M 189,893 +45,465 +31%
AC
132
Apella Capital
Connecticut
$19.7M 186,397 +58,646 +46%
SHWM
133
Smith & Howard Wealth Management
Georgia
$19.5M 184,593 +49,603 +37%
MFS
134
McNamara Financial Services
Massachusetts
$19.2M 182,134 +7,156 +4%
APP
135
Avantax Planning Partners
Iowa
$19.1M 181,263 -141,727 -44%
IWA
136
Icon Wealth Advisors
Texas
$19.1M 180,650 -26,456 -13%
CWM
137
Cahaba Wealth Management
Georgia
$18.6M 176,401 -28,132 -14%
FFBTD
138
First Financial Bank - Trust Division
Ohio
$18.5M 175,703 +97,633 +125%
BL
139
Balentine LLC
Georgia
$18.1M 171,794 -1,341 -0.8%
CWM
140
Calamos Wealth Management
Illinois
$18.1M 171,690 +117,486 +217%
PI
141
Parkside Investments
Illinois
$18.1M 171,150 +7,400 +5%
CA
142
Cetera Advisors
Colorado
$17.8M 168,928 +28,851 +21%
PCM
143
Passive Capital Management
Maryland
$17.7M 167,666 +111,079 +196%
CAAS
144
Capital Asset Advisory Services
Michigan
$17.6M 167,415 +167,415 New
SFG
145
SNS Financial Group
Minnesota
$17.6M 166,696 -16,877 -9%
AIA
146
Ally Invest Advisors
North Carolina
$17.4M 165,023 -5,316 -3%
EH
147
Equitable Holdings
New York
$17.4M 164,732 +48,102 +41%
KAS
148
Kestra Advisory Services
Texas
$17.2M 162,736 +15,003 +10%
LGA
149
Lebenthal Global Advisors
New York
$17.1M 162,433 +76,026 +88%
AAS
150
Annex Advisory Services
Wisconsin
$16.9M 160,621 +9,680 +6%