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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 %
GI
326
Gradient Investments
Minnesota
$3.32M +$198K +1,705 +6%
LFS
327
Legacy Financial Strategies
Kansas
$3.3M +$268K +2,309 +9%
OPWM
328
Oakwell Private Wealth Management
Texas
$3.3M -$628K -5,403 -16%
CP
329
Corbenic Partners
Pennsylvania
$3.28M -$165K -1,418 -5%
AA
330
Auxano Advisors
Washington
$3.25M
MAS
331
Managed Account Services
Florida
$3.19M -$292K -2,511 -8%
DC
332
Derby & Company
Massachusetts
$3.15M -$451K -3,881 -13%
FNBOSM
333
First National Bank of South Miami
Florida
$3.14M +$313K +2,697 +11%
EFG
334
Everhart Financial Group
Ohio
$3.14M -$692K -5,955 -18%
EFSCE
335
Enterprise Financial Services Corp (EFSC)
Missouri
$3.14M +$976K +8,397 +45%
WWM
336
Windsor Wealth Management
Indiana
$3.13M -$282K -2,427 -8%
BFG
337
Baron Financial Group
New Jersey
$3.12M +$650K +5,595 +26%
MGI
338
MayTech Global Investments
New York
$3.11M
KFC
339
Klingenstein Fields & Co
New York
$3.1M +$3.1M +26,645 New
EWMCB
340
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$3.08M +$332K +2,858 +12%
DWM
341
Dakota Wealth Management
Florida
$3.06M +$51.1K +440 +2%
CIA
342
Capital Investment Advisors
Georgia
$3.06M +$1.05K +9 +0%
HFM
343
Hartford Financial Management
Connecticut
$3.04M -$1.12M -9,619 -27%
MFG
344
Monumental Financial Group
Maryland
$3.02M +$644K +5,540 +27%
CCMG
345
Clark Capital Management Group
Pennsylvania
$3M +$1.88M +16,194 +168%
AIA
346
Alera Investment Advisors
Illinois
$3M -$312K -2,686 -9%
IWS
347
Insight Wealth Strategies
California
$3M +$62.5K +538 +2%
SFG
348
SNS Financial Group
Minnesota
$3M +$993K +8,545 +50%
PCWA
349
Pacific Capital Wealth Advisors
California
$2.98M +$2.98M +25,637 New
SL
350
SWMG LLC
Texas
$2.97M +$59.1K +509 +2%