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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 %
EPM
151
Elm Partners Management
Pennsylvania
$16.7M 155,254 +30,640 +25%
Rockefeller Capital Management
152
Rockefeller Capital Management
New York
$16.5M 153,445 +3,126 +2%
FMLI
153
Fukoku Mutual Life Insurance
Japan
$16.5M 153,000
CSWG
154
Cardinal Strategic Wealth Guidance
Kentucky
$16.4M 152,292 +149,423 +5,208%
AWS
155
Atria Wealth Solutions
New York
$16.3M 150,861 +13,912 +10%
WPC
156
Wedmont Private Capital
Pennsylvania
$16.2M 150,071 -219 -0.1%
Nisa Investment Advisors
157
Nisa Investment Advisors
Missouri
$16M 148,747
FFBTD
158
First Financial Bank - Trust Division
Ohio
$16M 148,129 -27,574 -16%
CTA
159
Chesley Taft & Associates
Illinois
$15.9M 147,776 +3,390 +2%
LNB
160
Ledyard National Bank
$15.8M 146,994 +5,766 +4%
AL
161
Aspiriant LLC
California
$15.8M 146,709 -51,282 -26%
SAG
162
SageView Advisory Group
California
$15.8M 146,294 +71,110 +95%
CAL
163
Capital Analysts LLC
Pennsylvania
$15.7M 146,152 +7,724 +6%
MA
164
Mosaic Advisors
Texas
$15.7M 145,729 +639 +0.4%
SPP
165
Single Point Partners
Massachusetts
$15.6M 144,614 +11,291 +8%
RW
166
Regimen Wealth
Georgia
$15.6M 144,032 +144,032 New
LPT
167
Legacy Private Trust
Wisconsin
$15.5M 144,126 +14,720 +11%
LFA
168
Legacy Financial Advisors
Kentucky
$15.2M 141,046 +7,495 +6%
SDWMA
169
Schneider Downs Wealth Management Advisors
Pennsylvania
$15.2M 140,920 -13,509 -9%
TC
170
Trust Company
Kansas
$15M 139,273 +75,359 +118%
SFG
171
SNS Financial Group
Minnesota
$14.8M 137,421 -29,275 -18%
FPCP
172
Fort Point Capital Partners
California
$14.6M 135,207 +10,686 +9%
PO
173
Private Ocean
California
$14.5M 134,581 -7,576 -5%
VC
174
Vicus Capital
Pennsylvania
$14.5M 134,372 +22,768 +20%
CAMG
175
CWA Asset Management Group
Florida
$14.4M 134,051 +99,052 +283%