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iShares National Muni Bond ETF

991 hedge funds and large institutions have $15.5B invested in iShares National Muni Bond ETF in 2020 Q4 according to their latest regulatory filings, with 166 funds opening new positions, 487 increasing their positions, 194 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
991
Holders Change
+119
Holders Change %
+13.65%
% of All Funds
17.58%
Holding in Top 10
100
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+11.11%
% of All Funds
1.77%
New
166
Increased
487
Reduced
194
Closed
32
Calls
$5.36M
Puts
$9.35M
Net Calls
-$4M
Net Calls Change
+$33M
Name Holding Trade Value Shares
Change
Shares
Change %
JIP
226
Jaffetilchin Investment Partners
Florida
$6.13M -$129K -1,097 -2%
BFO
227
Biltmore Family Office
North Carolina
$6.12M +$565K +4,817 +10%
William Blair & Company
228
William Blair & Company
Illinois
$5.98M +$303K +2,584 +5%
WP
229
WealthSource Partners
California
$5.94M +$1.43M +12,231 +32%
EPM
230
Elm Partners Management
Pennsylvania
$5.88M -$100K -855 -2%
EWA
231
EP Wealth Advisors
California
$5.87M +$986K +8,413 +20%
GBT
232
Grove Bank & Trust
Florida
$5.78M +$354K +3,018 +7%
HW
233
Hancock Whitney
Mississippi
$5.78M -$49.2K -420 -0.8%
RWI
234
Red Wave Investments
Pennsylvania
$5.75M +$5.75M +49,042 New
BFG
235
Bouchey Financial Group
New York
$5.7M +$195K +1,664 +4%
PPP
236
Private Portfolio Partners
New Jersey
$5.62M +$417K +3,558 +8%
CWS
237
Cypress Wealth Services
California
$5.59M +$5.59M +47,660 New
Citigroup
238
Citigroup
New York
$5.55M +$445K +3,795 +9%
CAN
239
Cetera Advisor Networks
California
$5.54M +$295K +2,517 +6%
FBB
240
Fulton Breakefield Broenniman
Maryland
$5.52M -$972K -8,292 -15%
BFA
241
Beaumont Financial Advisors
Massachusetts
$5.51M +$22.6K +193 +0.4%
GAB
242
German American Bancorp
Indiana
$5.45M +$384K +3,278 +8%
TIM
243
Tortoise Investment Management
New York
$5.39M -$155K -1,325 -3%
SIM
244
Sadoff Investment Management
Wisconsin
$5.32M -$29.3K -250 -0.5%
CFS
245
Cannon Financial Strategists
Georgia
$5.29M -$247K -2,106 -4%
BC
246
Burleson & Co
California
$5.27M -$1.06K -9 -0%
Kayne Anderson Rudnick Investment Management
247
Kayne Anderson Rudnick Investment Management
California
$5.23M +$92.9K +795 +2%
IWP
248
Insight Wealth Partners
Texas
$5.13M +$941K +8,029 +22%
CTB
249
Country Trust Bank
Illinois
$5.06M
AHC
250
Anderson Hoagland & Co
Missouri
$5.06M +$5.06M +43,152 New