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iShares National Muni Bond ETF

1,201 hedge funds and large institutions have $26.7B invested in iShares National Muni Bond ETF in 2023 Q1 according to their latest regulatory filings, with 111 funds opening new positions, 519 increasing their positions, 424 reducing their positions, and 82 closing their positions.

Holders
1,201
Holders Change
-1
Holders Change %
-0.08%
% of All Funds
19.23%
Holding in Top 10
118
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-4.84%
% of All Funds
1.89%
New
111
Increased
519
Reduced
424
Closed
82
Calls
$1.94M
Puts
$2.44M
Net Calls
-$497K
Net Calls Change
+$2.52M
Name Market Value Shares Shares
Change
Shares
Change %
Deutsche Bank
201
Deutsche Bank
Germany
$12.2M 112,934 -32,726 -22%
RWP
202
Revolve Wealth Partners
New Jersey
$12.1M 112,362 +1,377 +1%
AA
203
Alesco Advisors
New York
$12M 111,431 +3,163 +3%
PCA
204
Pallas Capital Advisors
Massachusetts
$11.9M 110,610 +20,884 +23%
DL
205
DOHJ LLC
Washington
$11.8M 109,143 +5,246 +5%
PAG
206
Private Advisor Group
New Jersey
$11.7M 109,028 -13,016 -11%
FFA
207
Fragasso Financial Advisors
Pennsylvania
$11.7M 108,409 -35,796 -25%
RI
208
Rinkey Investments
California
$11.4M 105,947 +11,115 +12%
CCA
209
Clearwater Capital Advisors
Illinois
$11.3M 104,854 -337 -0.3%
AIMC
210
Alley Investment Management Company
Illinois
$11.2M 104,329 +9,856 +10%
RFA
211
RTD Financial Advisors
Pennsylvania
$11.2M 103,856 +2,624 +3%
RSWM
212
Robertson Stephens Wealth Management
California
$11.1M 103,404 +1,784 +2%
OWA
213
One Wealth Advisors
California
$11.1M 103,397 +22,814 +28%
WCM
214
Wavelength Capital Management
Connecticut
$10.9M 100,900 +11,700 +13%
CL
215
Choreo LLC
Illinois
$10.7M 98,954 -113,731 -53%
RVPG
216
Relative Value Partners Group
$10.6M 98,467 +12,968 +15%
TCM
217
Towercrest Capital Management
Pennsylvania
$10.6M 98,371 -2,973 -3%
WWM
218
Windsor Wealth Management
Indiana
$10.6M 97,961 -179 -0.2%
OPWM
219
Oakwell Private Wealth Management
Texas
$10.6M 98,026 -19,043 -16%
BSW
220
Buckingham Strategic Wealth
Missouri
$10.4M 98,832
OCG
221
Opus Capital Group
Ohio
$10.4M 96,710 +295 +0.3%
G
222
GenTrust
Florida
$10.1M 93,830 -4,700 -5%
LRIA
223
Leonard Rickey Investment Advisors
Washington
$10M 93,107 -4,380 -4%
OGF
224
Orin Green Financial
California
$9.97M 92,578 +3,429 +4%
HWA
225
Heartwood Wealth Advisors
Virginia
$9.92M 92,049 +6,077 +7%