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iShares National Muni Bond ETF

1,201 hedge funds and large institutions have $26.7B invested in iShares National Muni Bond ETF in 2023 Q1 according to their latest regulatory filings, with 111 funds opening new positions, 519 increasing their positions, 424 reducing their positions, and 82 closing their positions.

Holders
1,201
Holders Change
-1
Holders Change %
-0.08%
% of All Funds
19.23%
Holding in Top 10
118
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-4.84%
% of All Funds
1.89%
New
111
Increased
519
Reduced
424
Closed
82
Calls
$1.94M
Puts
$2.44M
Net Calls
-$497K
Net Calls Change
+$2.52M
Name Market Value Shares Shares
Change
Shares
Change %
TI
126
Truepoint Inc
Ohio
$20.9M 194,293 -17,406 -8%
BNP Paribas Financial Markets
127
BNP Paribas Financial Markets
France
$20.7M 192,260 +192,260 New
Wealth Enhancement Advisory Services
128
Wealth Enhancement Advisory Services
Minnesota
$20.5M 190,723 +52,717 +38%
KI
129
Kapitalo Investimentos
Brazil
$20.4M 189,081 +189,081 New
IWC
130
Integrated Wealth Concepts
Massachusetts
$20.3M 188,169 -167,357 -47%
MFS
131
McNamara Financial Services
Massachusetts
$20.2M 187,170 +5,036 +3%
Manulife (Manufacturers Life Insurance)
132
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$19.8M 183,318 +64,521 +54%
WF
133
Williams Financial
Vermont
$19.3M 178,713 +178,713 New
CWM
134
Cahaba Wealth Management
Georgia
$19.2M 178,384 +1,983 +1%
M&T Bank
135
M&T Bank
New York
$19M 176,065 -81,774 -32%
SPIA
136
Steward Partners Investment Advisory
New York
$18.5M 171,329 -33,922 -17%
CIP
137
Capital Insight Partners
Arizona
$18.4M 170,471 +11,394 +7%
SP
138
Stairway Partners
Illinois
$18.2M 168,544 +168,544 New
PCM
139
Passive Capital Management
Maryland
$18.1M 167,687 +21 +0%
CAAS
140
Capital Asset Advisory Services
Michigan
$18M 167,415
JFGIW
141
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$17.9M 166,186 -78,054 -32%
EH
142
Equitable Holdings
New York
$17.8M 165,388 +656 +0.4%
AIA
143
Ally Invest Advisors
North Carolina
$17.8M 165,148 +125 +0.1%
PI
144
Parkside Investments
Illinois
$17.6M 163,600 -7,550 -4%
1WM
145
1900 Wealth Management
Texas
$17.5M 164,814 -56,073 -25%
RFC
146
Regions Financial Corp
Alabama
$17.2M 159,894 -29,999 -16%
AAS
147
Annex Advisory Services
Wisconsin
$17.1M 159,009 -1,612 -1%
PPW
148
Parcion Private Wealth
Washington
$17M 158,146 +10,335 +7%
Lido Advisors
149
Lido Advisors
California
$17M 158,053 +126,099 +395%
BL
150
Balentine LLC
Georgia
$16.8M 155,931 -15,863 -9%