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iShares National Muni Bond ETF

1,507 hedge funds and large institutions have $37.2B invested in iShares National Muni Bond ETF in 2024 Q4 according to their latest regulatory filings, with 218 funds opening new positions, 649 increasing their positions, 465 reducing their positions, and 73 closing their positions.

Holders
1,507
Holders Change
+119
Holders Change %
+8.57%
% of All Funds
20.07%
Holding in Top 10
121
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+11.01%
% of All Funds
1.61%
New
218
Increased
649
Reduced
465
Closed
73
Calls
$74.3M
Puts
$144M
Net Calls
-$70.2M
Net Calls Change
-$78.8M
Name Market Value Shares Shares
Change
Shares
Change %
Lido Advisors
176
Lido Advisors
California
$20M 187,387 +48,609 +35%
AAP
177
Arax Advisory Partners
Colorado
$19.9M 187,125 +4,879 +3%
TC
178
Trust Company
Kansas
$19.5M 182,585 -30,458 -14%
LGA
179
Lebenthal Global Advisors
New York
$19.3M 180,879 +7,406 +4%
UW
180
Unique Wealth
Florida
$19.3M 180,724 +23,827 +15%
AWA
181
Alaska Wealth Advisors
Alaska
$19.2M 180,479 -4,498 -2%
OSAM
182
O'Shaughnessy Asset Management
Connecticut
$19.2M 180,428 +55,307 +44%
AA
183
Alesco Advisors
New York
$19.2M 179,842 +7,222 +4%
CAAS
184
Capital Asset Advisory Services
Michigan
$19M 178,738 +5,218 +3%
CTA
185
Chesley Taft & Associates
Illinois
$19M 178,591 -23,345 -12%
SW
186
SVB Wealth
Massachusetts
$18.9M 177,094 +136,837 +340%
SPP
187
Single Point Partners
Massachusetts
$18.7M 175,873 +175,873 New
WIA
188
World Investment Advisors
California
$18.7M 175,687 -75,178 -30%
SHF
189
Stage Harbor Financial
Massachusetts
$18.6M 174,600 -492 -0.3%
MCWS
190
McKinley Carter Wealth Services
West Virginia
$18.6M 174,379 +29,977 +21%
OWA
191
One Wealth Advisors
California
$18.6M 174,298 +53,949 +45%
MFS
192
McNamara Financial Services
Massachusetts
$17.9M 168,332 -50,029 -23%
CCA
193
Clearwater Capital Advisors
Illinois
$17.9M 167,944 -6,766 -4%
FCAM
194
First Citizens Asset Management
North Carolina
$17.9M 167,725 +8,957 +6%
FFM
195
Forum Financial Management
Illinois
$17.8M 167,217 -92,883 -36%
AL
196
Aspiriant LLC
California
$17.8M 166,621 -21,203 -11%
CFG
197
Citizens Financial Group
Rhode Island
$17.3M 162,404 -446 -0.3%
SWP
198
Sagespring Wealth Partners
Tennessee
$17M 159,602 +159,602 New
DPI
199
Diversified Portfolios Inc
Michigan
$16.8M 157,627 +4,369 +3%
SP
200
Stairway Partners
Illinois
$16.7M 156,479 -4,969 -3%