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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 %
KAS
176
Kestra Advisory Services
Texas
$18.4M +$5.07M +47,082 +38%
FLPIM
177
F.L. Putnam Investment Management
Massachusetts
$18.2M +$2.07M +19,264 +13%
CTA
178
Chesley Taft & Associates
Illinois
$18.1M +$1.84M +17,110 +11%
CFG
179
Citizens Financial Group
Rhode Island
$18M -$2.41M -22,444 -12%
SL
180
Salomon & Ludwin
Virginia
$17.9M +$697K +6,473 +4%
FFA
181
Fragasso Financial Advisors
Pennsylvania
$17.8M -$1.26M -11,712 -7%
MIS
182
Morningstar Investment Services
Illinois
$17.5M -$17M -157,899 -49%
SP
183
Symmetry Partners
Connecticut
$17.4M -$27.3M -254,024 -61%
CAAS
184
Capital Asset Advisory Services
Michigan
$16.9M +$4.78M +44,919 +39%
FFBTD
185
First Financial Bank - Trust Division
Ohio
$16.9M -$812K -7,542 -5%
MWM
186
Modera Wealth Management
New Jersey
$16.9M +$553K +5,136 +3%
AA
187
Alesco Advisors
New York
$16.8M +$730K +6,788 +5%
WB
188
WesBanco Bank
West Virginia
$16.8M +$1.02M +9,519 +6%
SW
189
SVB Wealth
Massachusetts
$16.6M +$5.36M +49,853 +48%
LRIA
190
Leonard Rickey Investment Advisors
Washington
$16.5M +$1.18M +11,000 +8%
SHGA
191
Sand Hill Global Advisors
California
$16.5M -$14M -130,426 -46%
FMLI
192
Fukoku Mutual Life Insurance
Japan
$16.5M
NYLIM
193
New York Life Investment Management
New York
$16.2M +$15.9M +148,190 +5,404%
PI
194
Parkside Investments
Illinois
$16.1M -$151K -1,400 -0.9%
Deutsche Bank
195
Deutsche Bank
Germany
$16M -$464K -4,314 -3%
OPAM
196
Ocean Park Asset Management
California
$16M -$2.65M -24,600 -14%
SP
197
Stairway Partners
Illinois
$15.9M -$1.33M -12,370 -8%
FPCP
198
Fort Point Capital Partners
California
$15.7M +$2.63M +24,464 +20%
AWA
199
Alaska Wealth Advisors
Alaska
$15.5M +$7.16M +66,565 +86%
DPI
200
Diversified Portfolios Inc
Michigan
$15.4M +$4.84K +45 +0%