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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.

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 Market Value Shares Shares
Change
Shares
Change %
MWP
126
Meridian Wealth Partners
Pennsylvania
$27.3M 251,796 -30,468 -11%
B
127
Bailard
California
$26.9M 248,340 -118,482 -32%
IWA
128
Icon Wealth Advisors
Texas
$26.8M 246,862 +246,862 New
APP
129
Avantax Planning Partners
Iowa
$26.7M 245,924 -62,410 -20%
SFM
130
Soros Fund Management
New York
$26.2M 241,400
BCP
131
Blue Chip Partners
Michigan
$25.6M 236,522 +232,793 +6,243%
SC
132
Slow Capital
California
$25.4M 233,968 -14,093 -6%
CIP
133
Capital Insight Partners
Arizona
$25.3M 233,740 +6,310 +3%
MG
134
Mather Group
Illinois
$25.1M 231,778 -134,759 -37%
APM
135
a16z Perennial Management
California
$25M 228,554 +228,554 New
GVAG
136
Great Valley Advisor Group
Delaware
$25M 230,450 +17,058 +8%
NRA
137
NSI Retail Advisors
Pennsylvania
$24.9M 229,500 +229,500 New
CA
138
CSM Advisors
Pennsylvania
$24.9M 229,500 +229,500 New
RFC
139
Regions Financial Corp
Alabama
$24.5M 225,711 +57,439 +34%
AF
140
Allworth Financial
California
$24.4M 225,287 -98,566 -30%
AG
141
AlTi Global
New York
$24M 221,442 +221,442 New
RIA
142
Retirement Investment Advisors
Oklahoma
$24M 221,409 -157,507 -42%
FCAM
143
First Citizens Asset Management
North Carolina
$23.6M 204,592 +79,842 +64%
ANTB
144
AMG National Trust Bank
Colorado
$23.1M 213,065 +95,482 +81%
DL
145
DOHJ LLC
Washington
$22.5M 207,640 +79,249 +62%
KI
146
Kapitalo Investimentos
Brazil
$22.4M 206,515 +206,515 New
WPC
147
Wedmont Private Capital
Pennsylvania
$22.3M 205,744 +27,771 +16%
FWI
148
Facet Wealth Inc
Maryland
$22.1M 205,310 +77,414 +61%
AC
149
Apella Capital
Connecticut
$22.1M 204,396 -34,519 -14%
BL
150
Balentine LLC
Georgia
$22.1M 203,984 +64,550 +46%