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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 %
SBL
301
Sargent Bickham Lagudis
Colorado
$4.63M -$63.1K -543 -1%
VT
302
Vise Technologies
New York
$4.6M +$4.6M +39,582 New
Wealth Enhancement Advisory Services
303
Wealth Enhancement Advisory Services
Minnesota
$4.6M +$1.18M +10,406 +35%
CAWM
304
Capital Advisors Wealth Management
Washington
$4.59M +$433K +3,727 +10%
Kovitz Investment Group Partners
305
Kovitz Investment Group Partners
Illinois
$4.56M +$2.32M +19,800 +103%
PA
306
Parallel Advisors
California
$4.56M -$351K -3,020 -7%
GP
307
Girard Partners
Pennsylvania
$4.55M +$647K +5,566 +17%
FCIM
308
Fairview Capital Investment Management
California
$4.53M
PSUF
309
People's United Financial
Connecticut
$4.51M -$651K -5,601 -13%
MFG
310
MidWestOne Financial Group
Iowa
$4.47M +$98.4K +846 +2%
SFG
311
StrategIQ Financial Group
Indiana
$4.39M +$169K +1,450 +4%
SG
312
StoneX Group
New York
$4.37M +$126K +1,083 +3%
SW
313
SteelPeak Wealth
California
$4.36M +$994K +8,553 +30%
SCG
314
Sonata Capital Group
Washington
$4.35M +$571K +4,910 +15%
VA
315
Valmark Advisers
Ohio
$4.33M +$217K +1,865 +5%
CWM
316
Cornerstone Wealth Management
Missouri
$4.29M -$82.7K -711 -2%
RTL
317
Red Tortoise LLC
Georgia
$4.28M -$1.06M -9,156 -20%
FA
318
Fortis Advisors
Pennsylvania
$4.27M +$14.3K +123 +0.3%
PP
319
PDS Planning
Ohio
$4.26M +$513K +4,408 +14%
JIR
320
James Investment Research
Ohio
$4.26M -$26.2K -225 -0.6%
Janney Montgomery Scott
321
Janney Montgomery Scott
Pennsylvania
$4.24M +$263K +2,261 +7%
MAM
322
Meeder Asset Management
Ohio
$4.24M +$677K +5,819 +19%
William Blair & Company
323
William Blair & Company
Illinois
$4.21M -$616K -5,297 -13%
BFA
324
Bragg Financial Advisors
North Carolina
$4.15M
GGS
325
Galvin Gaustad & Stein
Arizona
$4.08M +$107K +921 +3%