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iShares National Muni Bond ETF

995 hedge funds and large institutions have $15.9B invested in iShares National Muni Bond ETF in 2021 Q1 according to their latest regulatory filings, with 78 funds opening new positions, 506 increasing their positions, 251 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
995
Holders Change
+4
Holders Change %
+0.4%
% of All Funds
17.52%
Holding in Top 10
84
Holding in Top 10 Change
-16
Holding in Top 10 Change %
-16%
% of All Funds
1.48%
New
78
Increased
506
Reduced
251
Closed
68
Calls
$5.37M
Puts
$10.6M
Net Calls
-$5.25M
Net Calls Change
-$1.25M
Name Holding Trade Value Shares
Change
Shares
Change %
PJSIMP
351
P.J. Schmidt Investment Management (PJS)
Wisconsin
$2.59M -$10.7K -92 -0.4%
BZWA
352
Blue Zone Wealth Advisors
California
$2.58M +$1.06M +9,175 +70%
COF
353
Capital One Financial
Virginia
$2.57M
FWP
354
FAS Wealth Partners
Kansas
$2.56M +$66.5K +573 +3%
KP
355
Keel Point
Alabama
$2.54M -$349K -3,012 -12%
HCM
356
Hollencrest Capital Management
California
$2.54M +$26.8K +231 +1%
SIA
357
SkyView Investment Advisors
New Jersey
$2.54M +$44.2K +381 +2%
MA
358
MCF Advisors
Kentucky
$2.54M +$23.7K +204 +0.9%
TWM
359
Tolleson Wealth Management
Texas
$2.51M +$340K +2,930 +16%
SWP
360
Stratos Wealth Partners
Ohio
$2.5M +$39K +336 +2%
EFG
361
Everhart Financial Group
Ohio
$2.5M +$179K +1,544 +8%
TA
362
Tiedemann Advisors
New York
$2.5M -$207K -1,785 -8%
CPO
363
Cerity Partners OCIO
New York
$2.49M +$110K +951 +5%
EGA
364
Eagle Global Advisors
Texas
$2.47M +$521K +4,486 +27%
DC
365
Davenport & Co
Virginia
$2.43M -$1.68M -14,519 -41%
CCA
366
Cadent Capital Advisors
Oklahoma
$2.42M +$59.1K +509 +3%
OC
367
Oppenheimer & Co
New York
$2.4M -$435K -3,745 -15%
OAM
368
Occidental Asset Management
California
$2.39M +$216K +1,862 +10%
WLIM
369
White Lighthouse Investment Management
Massachusetts
$2.37M -$150K -1,296 -6%
CA
370
Calton & Associates
Florida
$2.37M -$71.4K -615 -3%
WJA
371
Willis Johnson & Associates
Texas
$2.37M +$149K +1,285 +7%
PPA
372
Parametric Portfolio Associates
Washington
$2.36M -$6.15K -53 -0.3%
SFG
373
SNS Financial Group
Minnesota
$2.35M -$294K -2,535 -11%
RFO
374
RiverGlades Family Offices
Florida
$2.33M -$50.5K -435 -2%
PA
375
Pinnacle Associates
New York
$2.31M -$53.9K -464 -2%