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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 %
PRWA
251
Platte River Wealth Advisors
Colorado
$6.3M -$1.45M -12,551 -19%
CFGS
252
Concourse Financial Group Securities
Alabama
$6.21M +$755K +7,852 +14%
WFPG
253
Waller Financial Planning Group
Ohio
$6.17M +$346K +2,973 +6%
EH
254
Equitable Holdings
New York
$6.1M +$1.25M +10,783 +26%
KFC
255
Klingenstein Fields & Co
New York
$6.09M +$2.99M +25,751 +97%
NW
256
NewEdge Wealth
Pennsylvania
$6.04M +$164K +1,408 +3%
PPP
257
Private Portfolio Partners
New Jersey
$6.01M +$109K +938 +2%
GL
258
Graypoint LLC
New York
$5.98M +$691K +5,941 +13%
OWA
259
One Wealth Advisors
California
$5.89M +$2.52M +21,654 +75%
DPI
260
Diversified Portfolios Inc
Michigan
$5.79M +$5.79M +49,796 New
BNP Paribas Financial Markets
261
BNP Paribas Financial Markets
France
$5.78M +$5.78M +49,743 New
WP
262
WealthShield Partners
North Carolina
$5.78M +$321K +2,761 +6%
T
263
TNF
Montana
$5.74M +$49.8K +432 +0.9%
CWA
264
Canvas Wealth Advisors
Kansas
$5.73M +$186K +1,602 +3%
WP
265
WealthSource Partners
California
$5.72M +$393K +3,384 +7%
SWM
266
Spire Wealth Management
Virginia
$5.72M -$138K -1,188 -2%
RIA
267
Regal Investment Advisors
Michigan
$5.72M +$639K +5,498 +13%
CCA
268
Clearwater Capital Advisors
Illinois
$5.69M -$165K -1,415 -3%
FHA
269
First Horizon Advisors
Tennessee
$5.69M -$415K -3,569 -7%
Kayne Anderson Rudnick Investment Management
270
Kayne Anderson Rudnick Investment Management
California
$5.69M +$183K +1,574 +3%
PFM
271
Phillips Financial Management
Indiana
$5.65M +$155K +1,330 +3%
MWC
272
MBM Wealth Consultants
Missouri
$5.62M +$1.45M +12,500 +35%
DB
273
Dravo Bay
Delaware
$5.6M +$5.6M +48,998 New
SYBT
274
Stock Yards Bank & Trust
Kentucky
$5.57M +$1.07M +9,223 +24%
BFA
275
Beaumont Financial Advisors
Massachusetts
$5.51M -$197K -1,690 -3%