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iShares National Muni Bond ETF

1,017 hedge funds and large institutions have $17.4B invested in iShares National Muni Bond ETF in 2021 Q2 according to their latest regulatory filings, with 76 funds opening new positions, 515 increasing their positions, 275 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,017
Holders Change
+22
Holders Change %
+2.21%
% of All Funds
17.75%
Holding in Top 10
75
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-10.71%
% of All Funds
1.31%
New
76
Increased
515
Reduced
275
Closed
39
Calls
$5.68M
Puts
$9.73M
Net Calls
-$4.04M
Net Calls Change
+$1.2M
Name Holding Trade Value Shares
Change
Shares
Change %
GGS
301
Galvin Gaustad & Stein
Arizona
$3.86M -$102K -867 -3%
WCM
302
Wunderlich Capital Managemnt
Tennessee
$3.85M -$3.63K -31 -0.1%
VA
303
Valmark Advisers
Ohio
$3.82M +$454K +3,874 +13%
EH
304
Equitable Holdings
New York
$3.82M +$1.12M +9,530 +41%
CWS
305
Cypress Wealth Services
California
$3.81M -$2.49M -21,217 -39%
CAWM
306
Capital Advisors Wealth Management
Washington
$3.8M +$437K +3,729 +13%
SFG
307
Sowa Financial Group
Rhode Island
$3.8M +$201K +1,719 +6%
GP
308
Girard Partners
Pennsylvania
$3.75M +$275K +2,347 +8%
SC
309
Savant Capital
Illinois
$3.74M -$212K -1,809 -5%
CS
310
Comerica Securities
Michigan
$3.73M +$502K +4,282 +16%
AWMG
311
Alliance Wealth Management Group
New Jersey
$3.71M +$923K +7,875 +33%
CWA
312
Canvas Wealth Advisors
Kansas
$3.69M +$2.33M +19,858 +171%
CIBC Private Wealth Group
313
CIBC Private Wealth Group
Georgia
$3.67M -$80.7K -689 -2%
SCG
314
Sonata Capital Group
Washington
$3.67M +$49.8K +425 +1%
ClearBridge Investments
315
ClearBridge Investments
New York
$3.65M +$2.54M +21,642 +228%
DC
316
Derby & Company
Massachusetts
$3.63M +$315K +2,685 +9%
AFP
317
Ausdal Financial Partners
Iowa
$3.62M -$10.4K -89 -0.3%
AT
318
Arden Trust
Delaware
$3.58M +$2.51M +21,395 +234%
HI
319
Horizon Investments
North Carolina
$3.56M +$1.86M +15,955 +110%
BWA
320
Burt Wealth Advisors
Maryland
$3.56M +$1.4M +11,938 +65%
MPM
321
Meritage Portfolio Management
Kansas
$3.55M +$97.6K +833 +3%
IA
322
IFP Advisors
Florida
$3.51M +$799K +6,828 +29%
MAS
323
Managed Account Services
Florida
$3.51M +$895K +7,635 +34%
PP
324
PDS Planning
Ohio
$3.5M +$186K +1,591 +6%
CP
325
Corbenic Partners
Pennsylvania
$3.48M -$13.4K -114 -0.4%