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iShares National Muni Bond ETF

1,170 hedge funds and large institutions have $19.8B invested in iShares National Muni Bond ETF in 2021 Q4 according to their latest regulatory filings, with 225 funds opening new positions, 512 increasing their positions, 270 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,170
Holders Change
+155
Holders Change %
+15.27%
% of All Funds
18.07%
Holding in Top 10
90
Holding in Top 10 Change
+19
Holding in Top 10 Change %
+26.76%
% of All Funds
1.39%
New
225
Increased
512
Reduced
270
Closed
52
Calls
$2.89M
Puts
$4.15M
Net Calls
-$1.26M
Net Calls Change
-$468K
Name Holding Trade Value Shares
Change
Shares
Change %
LRIA
226
Leonard Rickey Investment Advisors
Washington
$7.28M +$249K +2,143 +4%
EWA
227
EP Wealth Advisors
California
$7.19M +$174K +1,494 +2%
SI
228
Stephens Inc
Arkansas
$7.17M +$776K +6,677 +12%
AWE
229
Avidian Wealth Enterprises
Texas
$7.09M +$3.46M +29,744 +95%
CS
230
Credit Suisse
Switzerland
$7.09M -$11M -94,837 -61%
ACM
231
AUA Capital Management
Pennsylvania
$6.96M +$67.4K +580 +1%
Principal Financial Group
232
Principal Financial Group
Iowa
$6.94M +$3.36M +28,907 +94%
BFG
233
Bouchey Financial Group
New York
$6.94M +$179K +1,540 +3%
RWP
234
RWA Wealth Partners
Massachusetts
$6.93M +$6.07M +52,238 +711%
CAM
235
Cresset Asset Management
Illinois
$6.9M +$5.74M +49,393 +496%
American Century Companies
236
American Century Companies
Missouri
$6.83M -$24.6M -211,300 -78%
AWA
237
Arete Wealth Advisors
Illinois
$6.82M +$1.24M +10,699 +22%
FBB
238
Fulton Breakefield Broenniman
Maryland
$6.77M -$215K -1,845 -3%
AWA
239
Aquire Wealth Advisors
Utah
$6.75M +$6.75M +58,018 New
IWC
240
Integrated Wealth Concepts
Massachusetts
$6.74M +$1.02M +8,795 +18%
S
241
SignatureFD
Georgia
$6.67M +$2.98M +25,628 +81%
TIM
242
Tortoise Investment Management
New York
$6.63M -$213K -1,835 -3%
NC
243
NewSquare Capital
Pennsylvania
$6.58M +$353K +3,035 +6%
PCM
244
Passive Capital Management
Maryland
$6.53M +$6.53M +56,194 New
CFS
245
Cannon Financial Strategists
Georgia
$6.51M +$320K +2,750 +5%
EC
246
Estate Counselors
Wisconsin
$6.47M +$695K +5,980 +12%
GC
247
Guggenheim Capital
Illinois
$6.43M +$247K +2,128 +4%
BWA
248
Burt Wealth Advisors
Maryland
$6.39M +$2.05M +17,646 +47%
ACP
249
Aveo Capital Partners
Colorado
$6.37M +$1.87M +16,059 +41%
RWI
250
Red Wave Investments
Pennsylvania
$6.33M +$142K +1,219 +2%