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iShares National Muni Bond ETF

1,202 hedge funds and large institutions have $28.1B invested in iShares National Muni Bond ETF in 2022 Q4 according to their latest regulatory filings, with 222 funds opening new positions, 472 increasing their positions, 408 reducing their positions, and 124 closing their positions.

Holders
1,202
Holders Change
+76
Holders Change %
+6.75%
% of All Funds
19.4%
Holding in Top 10
124
Holding in Top 10 Change
+28
Holding in Top 10 Change %
+29.17%
% of All Funds
2%
New
222
Increased
472
Reduced
408
Closed
124
Calls
$8.71M
Puts
$11.7M
Net Calls
-$3.02M
Net Calls Change
+$20.8M
Name Market Value Shares Shares
Change
Shares
Change %
CAM
201
Caprin Asset Management
Virginia
$11.4M 108,111 -44,064 -29%
RIA
202
Retirement Investment Advisors
Oklahoma
$11.3M 107,290 +107,290 New
Neuberger Berman Group
203
Neuberger Berman Group
New York
$11.3M 106,665 +101,473 +1,954%
CCA
204
Clearwater Capital Advisors
Illinois
$11.1M 105,191 +35,265 +50%
Franklin Resources
205
Franklin Resources
California
$11.1M 104,725 -347,115 -77%
DL
206
DOHJ LLC
Washington
$11M 103,897 -23,814 -19%
SHGA
207
Sand Hill Global Advisors
California
$10.9M 103,699 +42,439 +69%
RSWM
208
Robertson Stephens Wealth Management
California
$10.7M 101,620 +62,707 +161%
WCM
209
Wealthcare Capital Management
Virginia
$10.7M 101,565 +28,452 +39%
TCM
210
Towercrest Capital Management
Pennsylvania
$10.7M 101,344 +3,139 +3%
RFA
211
RTD Financial Advisors
Pennsylvania
$10.7M 101,232 +101,232 New
SWP
212
Stratos Wealth Partners
Ohio
$10.6M 100,588 +76,471 +317%
KWM
213
Keebeck Wealth Management
Illinois
$10.5M 99,932 +7,354 +8%
WA
214
Waverly Advisors
Alabama
$10.5M 99,212 +84,216 +562%
WWM
215
Windsor Wealth Management
Indiana
$10.5M 98,140 -19,060 -16%
MCWS
216
McKinley Carter Wealth Services
West Virginia
$10.4M 98,916 -7,263 -7%
BSW
217
Buckingham Strategic Wealth
Missouri
$10.4M 98,832 -8,620 -8%
ZCA
218
Zeke Capital Advisors
Pennsylvania
$10.4M 98,799 -53,438 -35%
G
219
GenTrust
Florida
$10.4M 98,530 -11,982 -11%
AIA
220
Alera Investment Advisors
Illinois
$10.3M 97,957 -97,298 -50%
LRIA
221
Leonard Rickey Investment Advisors
Washington
$10.3M 97,487 +39,522 +68%
MIM
222
MetLife Investment Management
New Jersey
$10.3M 97,165 +85,694 +747%
OCG
223
Opus Capital Group
Ohio
$10.2M 96,415 -5,360 -5%
Citadel Advisors
224
Citadel Advisors
Florida
$10.1M 95,366 +95,366 New
BCM
225
BlueCrest Capital Management
Jersey
$10M 94,869 +94,869 New