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iShares National Muni Bond ETF

995 hedge funds and large institutions have $15.9B invested in iShares National Muni Bond ETF in 2021 Q1 according to their latest regulatory filings, with 78 funds opening new positions, 506 increasing their positions, 251 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
995
Holders Change
+4
Holders Change %
+0.4%
% of All Funds
17.52%
Holding in Top 10
84
Holding in Top 10 Change
-16
Holding in Top 10 Change %
-16%
% of All Funds
1.48%
New
78
Increased
506
Reduced
251
Closed
68
Calls
$5.37M
Puts
$10.6M
Net Calls
-$5.25M
Net Calls Change
-$1.25M
Name Holding Trade Value Shares
Change
Shares
Change %
VA
301
Valmark Advisers
Ohio
$3.33M +$502K +4,328 +18%
CAWM
302
Capital Advisors Wealth Management
Washington
$3.33M +$3.33M +28,715 New
SW
303
SteelPeak Wealth
California
$3.3M -$224K -1,930 -6%
DC
304
Derby & Company
Massachusetts
$3.29M +$633K +5,455 +24%
PP
305
PDS Planning
Ohio
$3.28M +$436K +3,757 +15%
SG
306
StoneX Group
New York
$3.25M +$472K +4,069 +17%
AA
307
Auxano Advisors
Washington
$3.25M
BDWCC
308
B&D White Capital Company
Texas
$3.25M -$6.34M -54,890 -66%
LWANC
309
Laurel Wealth Advisors (North Carolina)
North Carolina
$3.24M +$255K +2,201 +9%
AHC
310
Anderson Hoagland & Co
Missouri
$3.21M -$1.8M -15,520 -36%
DP
311
Denver PWM
Colorado
$3.2M -$72.6K -626 -2%
CS
312
Comerica Securities
Michigan
$3.19M +$272K +2,343 +9%
S
313
SignatureFD
Georgia
$3.19M +$628K +5,409 +25%
ACP
314
Aveo Capital Partners
Colorado
$3.16M +$2.63M +22,651 +491%
BAM
315
Barrett Asset Management
New York
$3.15M -$94.6K -815 -3%
MGI
316
MayTech Global Investments
New York
$3.11M
QAM
317
Q3 Asset Management
Michigan
$3.08M +$3.08M +26,548 New
ACM
318
Ascendant Capital Management
California
$3.08M +$3.08M +26,500 New
Wealth Enhancement Advisory Services
319
Wealth Enhancement Advisory Services
Minnesota
$3.07M +$722K +6,220 +31%
MI
320
Moneywise Inc
Virginia
$3.04M -$152K -1,312 -5%
FAIM
321
Financial Advocates Investment Management
Washington
$3.04M +$744K +6,408 +32%
LFS
322
Legacy Financial Strategies
Kansas
$2.99M +$300K +2,589 +11%
LP
323
LGL Partners
Pennsylvania
$2.99M -$979K -8,438 -25%
CIA
324
Capital Investment Advisors
Georgia
$2.97M -$176K -1,516 -6%
ZF
325
Zhang Financial
Michigan
$2.95M +$1.46M +12,598 +98%