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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 %
AL
151
Aspiriant LLC
California
$22M 203,204 +56,347 +38%
SAG
152
SageView Advisory Group
California
-146,372 Closed
SWP
153
Stratos Wealth Partners
Ohio
$21.5M 198,256 +80,707 +69%
IWC
154
Integrated Wealth Concepts
Massachusetts
$21.3M 196,671 -7,445 -4%
CW
155
Connectus Wealth
Ohio
$21.3M 195,467 -13,439 -6%
BMC
156
Bear Mountain Capital
Washington
$21.1M 195,238 +195,238 New
CSWG
157
Cardinal Strategic Wealth Guidance
Kentucky
$20.8M 192,187 +40,616 +27%
CL
158
Choreo LLC
Illinois
$20.6M 189,964 +52,007 +38%
CFG
159
Citizens Financial Group
Rhode Island
$20.6M 189,583 -2,740 -1%
MFS
160
McNamara Financial Services
Massachusetts
$20.5M 188,761 -5,455 -3%
CCA
161
Clearwater Capital Advisors
Illinois
$20.2M 186,555 -6,900 -4%
AIA
162
Alera Investment Advisors
Illinois
$19.8M 182,796 +166,471 +1,020%
AWS
163
Atria Wealth Solutions
New York
$19.8M 182,766 +808 +0.4%
CWM
164
Cahaba Wealth Management
Georgia
$19.7M 182,101 -5,811 -3%
LNB
165
Ledyard National Bank
$19.7M 181,677 +14,878 +9%
TC
166
TownSquare Capital
Utah
$19.6M 180,963 +3,023 +2%
RFA
167
RTD Financial Advisors
Pennsylvania
$19.5M 179,591 +73,232 +69%
Manulife (Manufacturers Life Insurance)
168
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$19.4M 179,228 -13,634 -7%
SDWMA
169
Schneider Downs Wealth Management Advisors
Pennsylvania
$19.4M 178,679 +2,800 +2%
SHF
170
Stage Harbor Financial
Massachusetts
$19.3M 178,081 +178,081 New
FFA
171
Fragasso Financial Advisors
Pennsylvania
$19.2M 176,962 +70,476 +66%
PWM
172
Perigon Wealth Management
California
$18.9M 174,573 +43,773 +33%
OPAM
173
Ocean Park Asset Management
California
$18.7M 172,900 +172,900 New
WF
174
Williams Financial
Vermont
$18.5M 170,834 -16,471 -9%
SPIA
175
Steward Partners Investment Advisory
New York
$18.5M 170,563 -9,580 -5%