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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.

New
Increased
Maintained
Reduced
Closed
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 %
CAAS
251
Capital Asset Advisory Services
Michigan
$4.92M -$561K -4,830 -10%
PA
252
Parallel Advisors
California
$4.91M +$322K +2,775 +7%
FCC
253
Florin Court Capital
United Kingdom
$4.88M -$13M -111,500 -73%
EH
254
Equitable Holdings
New York
$4.84M +$1.06M +9,121 +28%
CFGS
255
Concourse Financial Group Securities
Alabama
$4.83M -$152K -1,781 -3%
William Blair & Company
256
William Blair & Company
Illinois
$4.82M -$273K -2,354 -5%
HW
257
Hancock Whitney
Mississippi
$4.74M -$1.21M -10,430 -20%
AWM
258
Apollon Wealth Management
South Carolina
$4.74M +$198K +1,704 +4%
KeyBank National Association
259
KeyBank National Association
Ohio
$4.72M +$192K +1,649 +4%
RTL
260
Red Tortoise LLC
Georgia
$4.72M +$4.72M +45,996 New
MIA
261
MainStreet Investment Advisors
Illinois
$4.71M -$1.09M -9,369 -19%
TCM
262
Traynor Capital Management
Pennsylvania
$4.71M +$413K +3,556 +10%
SBL
263
Sargent Bickham Lagudis
Colorado
$4.69M +$246K +2,120 +6%
FBFS
264
First Business Financial Services
Wisconsin
$4.64M +$182K +1,563 +4%
OMC
265
Old Mission Capital
Illinois
$4.62M -$4.56M -39,280 -50%
FCIM
266
Fairview Capital Investment Management
California
$4.52M
ACP
267
Aveo Capital Partners
Colorado
$4.5M -$59.4K -511 -1%
SYBT
268
Stock Yards Bank & Trust
Kentucky
$4.49M +$534K +4,593 +13%
BSSFA
269
Baron Silver Stevens Financial Advisors
Florida
$4.47M +$295K +2,540 +7%
AA
270
Alesco Advisors
New York
$4.45M +$433K +3,723 +11%
CWM
271
Cornerstone Wealth Management
Missouri
$4.37M -$475K -4,085 -10%
MFG
272
MidWestOne Financial Group
Iowa
$4.36M
BWA
273
Burt Wealth Advisors
Maryland
$4.34M +$811K +6,983 +23%
JIR
274
James Investment Research
Ohio
$4.28M +$987K +8,500 +30%
CWS
275
Cypress Wealth Services
California
$4.27M +$494K +4,251 +13%