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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 %
CPCM
126
Cardinal Point Capital Management
Ontario, Canada
$24.6M +$24.6M +228,946 New
CA
127
Cetera Advisors
Colorado
$24.5M +$9.05M +84,065 +58%
APM
128
a16z Perennial Management
California
$23.9M -$741K -6,887 -3%
AC
129
Apella Capital
Connecticut
$23.8M +$1.9M +17,805 +9%
MG
130
Mather Group
Illinois
$23.7M -$1.46M -13,503 -6%
TC
131
Trust Company
Kansas
$23.4M -$18.8M -174,458 -44%
RFC
132
Regions Financial Corp
Alabama
$22.7M -$1.62M -15,049 -7%
CWM
133
Cahaba Wealth Management
Georgia
$22.6M +$3.02M +28,111 +15%
IWC
134
Integrated Wealth Concepts
Massachusetts
$22.5M +$1.36M +12,677 +6%
ANTB
135
AMG National Trust Bank
Colorado
$22.4M -$550K -5,113 -2%
CAM
136
Cresset Asset Management
Illinois
$22.3M -$10.2M -94,830 -31%
LGA
137
Lebenthal Global Advisors
New York
$22.2M +$4.56M +42,333 +26%
AC
138
Asio Capital
Kentucky
$22.1M +$4.36M +40,478 +25%
CL
139
Choreo LLC
Illinois
$21.9M +$1.46M +13,592 +7%
SDWMA
140
Schneider Downs Wealth Management Advisors
Pennsylvania
$21.9M +$2.65M +24,593 +14%
MFS
141
McNamara Financial Services
Massachusetts
$21.8M +$1.49M +13,861 +7%
Renaissance Technologies
142
Renaissance Technologies
New York
$21.7M -$51.3M -476,700 -70%
TC
143
TownSquare Capital
Utah
$21.7M +$2.24M +20,853 +12%
WPC
144
Wedmont Private Capital
Pennsylvania
$21.6M -$352K -3,297 -2%
LNB
145
Ledyard National Bank
$21.6M +$2.08M +19,363 +11%
AWS
146
Atria Wealth Solutions
New York
$21.6M +$1.93M +17,896 +10%
LS
147
Liquid Strategies
Georgia
$21.4M +$8.25M +76,696 +63%
SWP
148
Stratos Wealth Partners
Ohio
$21.3M -$17.4K -162 -0.1%
CSWG
149
Cardinal Strategic Wealth Guidance
Kentucky
$21.3M +$621K +5,771 +3%
AL
150
Aspiriant LLC
California
$21.1M -$751K -6,979 -3%