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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 %
Lido Advisors
201
Lido Advisors
California
$15.3M -$43.9K -408 -0.3%
KFG
202
Kingdom Financial Group
Arizona
$15.1M +$2.78M +25,796 +22%
SPC
203
Sigma Planning Corp
Michigan
$14.7M +$7.35M +68,309 +101%
AWM
204
Apollon Wealth Management
South Carolina
$14.6M +$834K +7,752 +6%
CIBC Private Wealth Group
205
CIBC Private Wealth Group
Georgia
$14.5M +$12.9M +120,436 +800%
EPM
206
Elm Partners Management
Pennsylvania
$14.3M -$1.72M -15,990 -11%
Natixis Advisors
207
Natixis Advisors
Massachusetts
$14.2M -$54.2M -504,166 -79%
RWB
208
RMR Wealth Builders
New Jersey
$14M -$42K -390 -0.3%
HFS
209
HBC Financial Services
Washington
$14M -$679K -6,394 -5%
ASN
210
Advisory Services Network
Georgia
$13.9M +$1.23M +11,433 +10%
SPP
211
Single Point Partners
Massachusetts
$13.8M +$776K +7,214 +6%
TCM
212
Towercrest Capital Management
Pennsylvania
$13M +$313K +2,912 +2%
MCWS
213
McKinley Carter Wealth Services
West Virginia
$13M +$1.45M +13,469 +13%
NAS
214
Nicolet Advisory Services
Wisconsin
$12.9M +$455K +4,261 +4%
PAG
215
Private Advisor Group
New Jersey
$12.8M -$315K -2,931 -2%
BSW
216
Buckingham Strategic Wealth
Missouri
$12.6M +$758K +7,048 +6%
UW
217
Unique Wealth
Florida
$12.6M +$153K +1,424 +1%
BCM
218
BTC Capital Management
Iowa
$12.5M +$12.5M +116,481 New
Franklin Resources
219
Franklin Resources
California
$12.5M -$1.72M -15,965 -12%
RWP
220
Revolve Wealth Partners
New Jersey
$12.4M +$323K +3,002 +3%
Janney Montgomery Scott
221
Janney Montgomery Scott
Pennsylvania
$12.4M +$2.29M +21,303 +23%
RI
222
Rinkey Investments
California
$12.4M +$448K +4,168 +4%
SWM
223
SigFig Wealth Management
California
$12.3M -$2.98M -27,724 -20%
AIMC
224
Alley Investment Management Company
Illinois
$12.3M +$343K +3,191 +3%
WA
225
Waverly Advisors
Alabama
$11.8M +$2.1M +19,502 +22%