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iShares National Muni Bond ETF

1,015 hedge funds and large institutions have $17.9B invested in iShares National Muni Bond ETF in 2021 Q3 according to their latest regulatory filings, with 62 funds opening new positions, 498 increasing their positions, 289 reducing their positions, and 51 closing their positions.

Holders
1,015
Holders Change
-2
Holders Change %
-0.2%
% of All Funds
17.83%
Holding in Top 10
71
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-5.33%
% of All Funds
1.25%
New
62
Increased
498
Reduced
289
Closed
51
Calls
$5.25M
Puts
$6.04M
Net Calls
-$789K
Net Calls Change
+$3.25M
Name Holding Trade Value Shares
Change
Shares
Change %
NW
226
NewEdge Wealth
Pennsylvania
$5.87M +$1.94M +16,718 +49%
CCA
227
Clearwater Capital Advisors
Illinois
$5.85M -$58.7K -505 -1%
SWM
228
Spire Wealth Management
Virginia
$5.85M +$12K +103 +0.2%
WFPG
229
Waller Financial Planning Group
Ohio
$5.82M +$212K +1,827 +4%
EC
230
Estate Counselors
Wisconsin
$5.77M -$939K -8,080 -14%
T
231
TNF
Montana
$5.74M +$5.74M +49,377 New
IWC
232
Integrated Wealth Concepts
Massachusetts
$5.72M +$2.9M +24,970 +103%
BFA
233
Beaumont Financial Advisors
Massachusetts
$5.7M -$57.7K -497 -1%
AWA
234
Arete Wealth Advisors
Illinois
$5.58M +$331K +2,853 +6%
RCA
235
Resonant Capital Advisors
Wisconsin
$5.55M +$1.46M +12,528 +36%
CWA
236
Canvas Wealth Advisors
Kansas
$5.54M +$1.88M +16,219 +52%
Kayne Anderson Rudnick Investment Management
237
Kayne Anderson Rudnick Investment Management
California
$5.49M -$316K -2,725 -5%
WT
238
Whittier Trust
California
$5.49M -$9.88K -85 -0.2%
PFM
239
Phillips Financial Management
Indiana
$5.49M +$165K +1,419 +3%
JSA
240
Jacobson & Schmitt Advisors
Wisconsin
$5.48M -$43.2K -372 -0.8%
WP
241
WealthShield Partners
North Carolina
$5.46M -$6.07M -52,227 -53%
NCG
242
Newport Capital Group
New Jersey
$5.34M +$96.2K +828 +2%
WP
243
WealthSource Partners
California
$5.32M -$475K -4,092 -8%
GL
244
Graypoint LLC
New York
$5.29M +$549K +4,730 +12%
SIM
245
Sadoff Investment Management
Wisconsin
$5.25M -$8.02K -69 -0.2%
RPCA
246
Running Point Capital Advisors
California
$5.17M +$624K +5,372 +14%
PSUF
247
People's United Financial
Connecticut
$5.16M +$91.4K +787 +2%
RIA
248
Regal Investment Advisors
Michigan
$5.07M +$99.7K +858 +2%
CTB
249
Country Trust Bank
Illinois
$5.02M
EBT
250
Enterprise Bank & Trust
Massachusetts
$5.02M +$8.37K +72 +0.2%