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iShares National Muni Bond ETF

1,388 hedge funds and large institutions have $34.6B invested in iShares National Muni Bond ETF in 2024 Q3 according to their latest regulatory filings, with 124 funds opening new positions, 645 increasing their positions, 427 reducing their positions, and 58 closing their positions.

Holders
1,388
Holders Change
+52
Holders Change %
+3.89%
% of All Funds
20.08%
Holding in Top 10
109
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-6.84%
% of All Funds
1.58%
New
124
Increased
645
Reduced
427
Closed
58
Calls
$55M
Puts
$46.3M
Net Calls
+$8.65M
Net Calls Change
+$189M
Name Market Value Shares Shares
Change
Shares
Change %
SI
201
Seeds Investor
New York
$15.4M 141,504 +62,734 +80%
Natixis Advisors
202
Natixis Advisors
Massachusetts
$15.3M 141,189 -47,934 -25%
CA
203
Crewe Advisors
Utah
$15.3M 140,520 +22,910 +19%
Lido Advisors
204
Lido Advisors
California
$15.1M 138,778 -9,075 -6%
Janney Montgomery Scott
205
Janney Montgomery Scott
Pennsylvania
$14.8M 136,619 +10,344 +8%
AWM
206
Apollon Wealth Management
South Carolina
$14.8M 136,388 -1,319 -1%
FFA
207
Fragasso Financial Advisors
Pennsylvania
$14.7M 135,113 -5,281 -4%
ASN
208
Advisory Services Network
Georgia
$14.4M 135,612
EPM
209
Elm Partners Management
Pennsylvania
$14.3M 131,417 +47,589 +57%
HFS
210
HBC Financial Services
Washington
$14.2M 133,111 +772 +0.6%
AG
211
AlTi Global
New York
$13.8M 126,700 -7,072 -5%
AIMC
212
Alley Investment Management Company
Illinois
$13.7M 126,515 +5,323 +4%
PI
213
Parkside Investments
Illinois
$13.6M 125,300 -24,600 -16%
OSAM
214
O'Shaughnessy Asset Management
Connecticut
$13.5M 125,121 +6,085 +5%
CA
215
Clearstead Advisors
Ohio
$13.4M 123,268 -1,837 -1%
SHGA
216
Sand Hill Global Advisors
California
$13.3M 122,849 -7,724 -6%
OWA
217
One Wealth Advisors
California
$13.1M 120,349 +120,349 New
RI
218
Rinkey Investments
California
$12.9M 118,925 -3,066 -3%
SF
219
Summit Financial
New Jersey
$12.9M 118,819 +26,550 +29%
OGF
220
Orin Green Financial
California
$12.8M 117,590 +3,561 +3%
NA
221
NewEdge Advisors
Louisiana
$12.6M 116,177 +700 +0.6%
WA
222
Waverly Advisors
Alabama
$12.5M 115,183 -13,088 -10%
FCH
223
Freestone Capital Holdings
Washington
$12.5M 114,932 +19,149 +20%
RCA
224
Resonant Capital Advisors
Wisconsin
$12.5M 114,866 +3,675 +3%
TCM
225
Towercrest Capital Management
Pennsylvania
$12.4M 114,529 -8,799 -7%