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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 %
SFG
301
Sowa Financial Group
Rhode Island
$3.78M +$11.9K +102 +0.3%
EWA
302
ERTS Wealth Advisors
Michigan
$3.78M -$470K -4,045 -11%
WCM
303
Wunderlich Capital Managemnt
Tennessee
$3.78M -$38.8K -334 -1%
SCG
304
Sonata Capital Group
Washington
$3.77M +$139K +1,198 +4%
AWMG
305
Alliance Wealth Management Group
New Jersey
$3.77M +$92.6K +797 +3%
ClearBridge Investments
306
ClearBridge Investments
New York
$3.76M +$142K +1,219 +4%
PP
307
PDS Planning
Ohio
$3.74M +$274K +2,359 +8%
S
308
SignatureFD
Georgia
$3.69M +$585K +5,033 +19%
AT
309
Arden Trust
Delaware
$3.69M +$139K +1,195 +4%
AWE
310
Avidian Wealth Enterprises
Texas
$3.63M +$1.64M +14,092 +82%
Principal Financial Group
311
Principal Financial Group
Iowa
$3.58M -$4.29M -36,928 -55%
EWP
312
Engrave Wealth Partners
Texas
$3.57M +$493K +4,246 +16%
MAM
313
Meeder Asset Management
Ohio
$3.56M +$618K +5,318 +21%
AFP
314
Ausdal Financial Partners
Iowa
$3.55M -$34.2K -294 -1%
MPM
315
Meritage Portfolio Management
Kansas
$3.51M -$13K -112 -0.4%
Wealth Enhancement Advisory Services
316
Wealth Enhancement Advisory Services
Minnesota
$3.47M +$248K +2,148 +8%
TA
317
Tiedemann Advisors
New York
$3.46M -$637K -5,487 -16%
RMC
318
Regis Management Company
California
$3.45M -$520K -4,475 -13%
SWA
319
Stratos Wealth Advisors
Ohio
$3.45M -$1.58M -13,621 -31%
Susquehanna International Group
320
Susquehanna International Group
Pennsylvania
$3.45M +$847K +7,287 +33%
LWANC
321
Laurel Wealth Advisors (North Carolina)
North Carolina
$3.43M +$45.7K +393 +1%
BAM
322
Barrett Asset Management
New York
$3.43M +$55.2K +475 +2%
OWA
323
One Wealth Advisors
California
$3.37M +$1.42M +12,182 +72%
SW
324
SteelPeak Wealth
California
$3.36M +$33.2K +286 +1%
SC
325
Savant Capital
Illinois
$3.34M -$376K -3,233 -10%