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iShares National Muni Bond ETF

1,158 hedge funds and large institutions have $19.1B invested in iShares National Muni Bond ETF in 2022 Q1 according to their latest regulatory filings, with 103 funds opening new positions, 476 increasing their positions, 419 reducing their positions, and 97 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,158
Holders Change
-12
Holders Change %
-1.03%
% of All Funds
18.33%
Holding in Top 10
89
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-1.11%
% of All Funds
1.41%
New
103
Increased
476
Reduced
419
Closed
97
Calls
$2.37M
Puts
$12.8M
Net Calls
-$10.4M
Net Calls Change
-$9.18M
Name Holding Trade Value Shares
Change
Shares
Change %
RVPG
326
Relative Value Partners Group
$4.17M +$4.17M +38,030 New
CWM
327
Cornerstone Wealth Management
Missouri
$4.17M +$123K +1,122 +3%
SFG
328
StrategIQ Financial Group
Indiana
$4.15M +$3.18K +29 +0.1%
PWM
329
Paulson Wealth Management
Illinois
$4.12M -$283K -2,583 -6%
Janney Montgomery Scott
330
Janney Montgomery Scott
Pennsylvania
$4.11M +$113K +1,030 +3%
SCG
331
Sonata Capital Group
Washington
$4.07M -$26K -237 -0.6%
Citadel Advisors
332
Citadel Advisors
Florida
$4.07M +$3.11M +28,335 +324%
RA
333
RFG Advisory
Alabama
$4.05M +$1.46M +13,358 +57%
AIM
334
Acropolis Investment Management
Missouri
$4.03M +$3.51M +32,013 +677%
MIA
335
MainStreet Investment Advisors
Illinois
$4.02M -$407K -3,713 -9%
SIA
336
Schechter Investment Advisors
Michigan
$4.02M -$4.55M -41,463 -53%
ZF
337
Zhang Financial
Michigan
$4.01M +$1.2M +10,977 +43%
HFA
338
High Falls Advisors
New York
$4M +$1.58M +14,417 +65%
PG
339
Proffitt & Goodson
Tennessee
$3.96M +$2.2M +20,078 +125%
CIBC Private Wealth Group
340
CIBC Private Wealth Group
Georgia
$3.95M +$298K +2,717 +8%
SW
341
SteelPeak Wealth
California
$3.9M -$210K -1,916 -5%
RCAG
342
Rehmann Capital Advisory Group
Michigan
$3.89M +$1.09M +10,000 +39%
LFS
343
Legacy Financial Strategies
Kansas
$3.89M +$267K +2,439 +7%
MFWM
344
Motley Fool Wealth Management
Virginia
$3.87M +$34.4K +314 +0.9%
JIR
345
James Investment Research
Ohio
$3.86M -$148K -1,350 -4%
CG
346
Colony Group
Massachusetts
$3.83M +$2.66M +24,256 +227%
EAM
347
Evanson Asset Management
California
$3.82M +$877 +8 +0%
CPO
348
Cerity Partners OCIO
New York
$3.79M +$1.05M +9,536 +38%
WIA
349
World Investment Advisors
California
$3.74M +$321K +2,927 +9%
CWS
350
Cypress Wealth Services
California
$3.72M +$148K +1,352 +4%