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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 %
AAS
176
Annex Advisory Services
Wisconsin
$18.3M 168,552 -19,971 -11%
AWM
177
Avior Wealth Management
Nebraska
$18M 166,133 +18,635 +13%
AIA
178
Ally Invest Advisors
North Carolina
$17.9M 165,000 -2,511 -1%
FFBTD
179
First Financial Bank - Trust Division
Ohio
$17.9M 164,905 +6,029 +4%
AC
180
Asio Capital
Kentucky
$17.9M 164,834 -67,736 -29%
LGA
181
Lebenthal Global Advisors
New York
$17.8M 164,400 -70,219 -30%
CAL
182
Capital Analysts LLC
Pennsylvania
$17.7M 163,670 +9,405 +6%
VC
183
Vicus Capital
Pennsylvania
$17.7M 163,004 -8,109 -5%
MBFW
184
Morton Brown Family Wealth
Pennsylvania
$17.5M 161,864 +30,854 +24%
SP
185
Stairway Partners
Illinois
$17.4M 160,179 -15,124 -9%
CI
186
CX Institutional
Indiana
$17.3M 159,512 -47,639 -23%
LNC
187
Lincoln National Corp
Pennsylvania
$17.2M 158,361 +68,510 +76%
RW
188
Regimen Wealth
Georgia
$17M 156,454 +5,018 +3%
QWP
189
Quotient Wealth Partners
Texas
$16.9M 155,486 +155,486 New
Deutsche Bank
190
Deutsche Bank
Germany
$16.6M 153,205 +49,048 +47%
FMLI
191
Fukoku Mutual Life Insurance
Japan
$16.6M 153,000
MWM
192
Modera Wealth Management
New Jersey
$16.4M 151,500 +14,253 +10%
PI
193
Parkside Investments
Illinois
$16.4M 151,300 -5,675 -4%
CTA
194
Chesley Taft & Associates
Illinois
$16.4M 151,276 -5,700 -4%
SL
195
Salomon & Ludwin
Virginia
$16.4M 159,800
FLPIM
196
F.L. Putnam Investment Management
Massachusetts
$16.3M 149,942 +4,679 +3%
AA
197
Alesco Advisors
New York
$16.2M 149,481 +16,381 +12%
EPM
198
Elm Partners Management
Pennsylvania
$16.1M 148,490 +48,656 +49%
AP
199
Arlington Partners
Alabama
$16.1M 148,348 +148,348 New
WB
200
WesBanco Bank
West Virginia
$15.9M 146,486 +5,075 +4%