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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 %
FA
276
Fortis Advisors
Pennsylvania
$4.26M +$10.8K +93 +0.3%
CFO
277
Collective Family Office
Pennsylvania
$4.25M -$1.27M -10,889 -23%
SG
278
StoneX Group
New York
$4.24M +$337K +2,903 +9%
YIA
279
YHB Investment Advisors
Connecticut
$4.23M +$2.46M +21,200 +139%
LCM
280
Liberty Capital Management
Michigan
$4.23M -$24.7K -213 -0.6%
SFG
281
StrategIQ Financial Group
Indiana
$4.22M +$161K +1,387 +4%
MG
282
Mather Group
Illinois
$4.21M +$2.21M +19,016 +111%
MWC
283
MBM Wealth Consultants
Missouri
$4.16M +$176K +1,511 +4%
BCM
284
BTC Capital Management
Iowa
$4.16M -$1.08M -9,265 -21%
BFA
285
Bragg Financial Advisors
North Carolina
$4.15M -$157K -1,353 -4%
CAWM
286
Capital Advisors Wealth Management
Washington
$4.15M +$382K +3,288 +10%
VA
287
Valmark Advisers
Ohio
$4.11M +$322K +2,773 +9%
CS
288
Comerica Securities
Michigan
$4.1M +$407K +3,502 +11%
EAM
289
Evanson Asset Management
California
$4.08M +$1.29K +11 +0%
RPGK
290
Retirement Planning Group (Kansas)
Kansas
$4.05M +$603K +5,187 +17%
BFO
291
Biltmore Family Office
North Carolina
$4M -$1.21M -10,381 -23%
Janney Montgomery Scott
292
Janney Montgomery Scott
Pennsylvania
$3.97M +$1.07M +9,222 +37%
GGS
293
Galvin Gaustad & Stein
Arizona
$3.97M +$151K +1,301 +4%
MFWM
294
Motley Fool Wealth Management
Virginia
$3.95M +$929 +8 +0%
USAA
295
United Services Automobile Association
Texas
$3.92M -$1.03M -8,869 -21%
IA
296
IFP Advisors
Florida
$3.9M +$413K +3,556 +12%
GP
297
Girard Partners
Pennsylvania
$3.9M +$179K +1,541 +5%
OC
298
Oppenheimer & Co
New York
$3.89M -$59.9K -516 -2%
EFL
299
ERn Financial LLC
Wisconsin
$3.82M -$53.7K -462 -1%
RH
300
RFG Holdings
Texas
$3.81M -$979K -8,430 -20%