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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 %
PWM
151
Perigon Wealth Management
California
$21M +$2.19M +20,321 +12%
BMC
152
Bear Mountain Capital
Washington
$20.9M +$174K +1,632 +0.8%
BL
153
Balentine LLC
Georgia
$20.6M -$1.38M -12,822 -6%
AC
154
Allstate Corporation
Illinois
$20.4M -$113M -1,045,751 -85%
MBFW
155
Morton Brown Family Wealth
Pennsylvania
$20.1M +$2.72M +25,305 +16%
Manulife (Manufacturers Life Insurance)
156
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$20M +$683K +6,347 +4%
QWP
157
Quotient Wealth Partners
Texas
$19.8M +$3.02M +28,091 +18%
AWM
158
Axxcess Wealth Management
California
$19.7M +$5.64M +52,419 +40%
AG
159
AlTi Global
New York
$19.7M -$4.16M -38,669 -17%
RFA
160
RTD Financial Advisors
Pennsylvania
$19.6M +$293K +2,725 +2%
CCA
161
Clearwater Capital Advisors
Illinois
$19.5M -$597K -5,547 -3%
CI
162
CX Institutional
Indiana
$19.5M +$2.31M +21,499 +13%
SPIA
163
Steward Partners Investment Advisory
New York
$19.4M +$1.1M +10,183 +6%
FFA
164
Farther Finance Advisors
California
$19.4M +$6.03M +56,382 +45%
LNC
165
Lincoln National Corp
Pennsylvania
$19.4M +$2.31M +21,511 +14%
AWM
166
Avior Wealth Management
Nebraska
$19.4M +$1.48M +13,801 +8%
DWM
167
Dynasty Wealth Management
Florida
$19.3M +$19.3M +179,771 New
SHF
168
Stage Harbor Financial
Massachusetts
$19.1M -$16.2K -151 -0.1%
VC
169
Vicus Capital
Pennsylvania
$19M +$1.46M +13,594 +8%
FCAM
170
First Citizens Asset Management
North Carolina
$18.9M -$3.16M -29,375 -14%
BSWM
171
Boston Standard Wealth Management
Massachusetts
$18.7M +$2.52M +23,434 +16%
AIA
172
Alera Investment Advisors
Illinois
$18.7M -$970K -9,017 -5%
RW
173
Regimen Wealth
Georgia
$18.5M +$1.68M +15,614 +10%
CAL
174
Capital Analysts LLC
Pennsylvania
$18.5M +$883K +8,203 +5%
AIA
175
Ally Invest Advisors
North Carolina
$18.4M +$610K +5,666 +3%