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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 %
Bank of America
1
Bank of America
North Carolina
$3.29B 30,881,189 +5,297,542 +21%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$2.17B 20,358,585 +1,138,987 +6%
Betterment LLC
3
Betterment LLC
New York
$1.95B 18,258,259 +1,371,663 +8%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$1.46B 13,682,372 -530,753 -4%
Creative Planning
5
Creative Planning
Kansas
$1.41B 13,224,764 +597,184 +5%
Wells Fargo
6
Wells Fargo
California
$1.13B 10,606,146 +1,608,092 +18%
JPMorgan Chase & Co
7
JPMorgan Chase & Co
New York
$1.08B 10,105,962 +407,750 +4%
LPL Financial
8
LPL Financial
California
$1.03B 9,636,610 +2,053,687 +27%
Koshinski Asset Management
9
Koshinski Asset Management
Illinois
$1.02B 9,608 -145 -1%
Morgan Stanley
10
Morgan Stanley
New York
$965M 9,061,368 +1,238,783 +16%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$961M 9,020,029 -293,544 -3%
Charles Schwab
12
Charles Schwab
California
$895M 8,397,818 +140,255 +2%
Wealthfront Advisers
13
Wealthfront Advisers
California
$807M 7,576,579 -2,163,852 -22%
PNC Financial Services Group
14
PNC Financial Services Group
Pennsylvania
$782M 7,338,394 -28,368 -0.4%
Northwestern Mutual Wealth Management
15
Northwestern Mutual Wealth Management
Wisconsin
$750M 7,037,519 +725,232 +11%
Mercer Global Advisors
16
Mercer Global Advisors
Colorado
$686M 6,435,481 -6,555 -0.1%
Fisher Asset Management
17
Fisher Asset Management
Washington
$612M 5,745,654 +470,739 +9%
US Bancorp
18
US Bancorp
Minnesota
$594M 5,573,438 -1,282,076 -19%
SEI Investments
19
SEI Investments
Pennsylvania
$588M 5,523,128 +692,406 +14%
TIAA Trust, National Association
20
TIAA Trust, National Association
North Carolina
$520M 4,882,675 -86,744 -2%
Envestnet Portfolio Solutions
21
Envestnet Portfolio Solutions
Illinois
$515M 4,832,344 -470,156 -9%
OWM
22
Orgel Wealth Management
Wisconsin
$359M 3,366,629 -306,126 -8%
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$312M 2,931,626 +70,585 +2%
RWP
24
RWA Wealth Partners
Massachusetts
$296M 2,780,596 -13,279 -0.5%
FCBT
25
First Citizens Bank & Trust
North Carolina
$281M 2,639,378 -25,878 -1%