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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 %
WAL
351
W Advisors LLC
Tennessee
$3.69M +$3.69M +31,738 New
PFS
352
Prospera Financial Services
Texas
$3.68M +$823K +7,076 +29%
BA
353
Bivin & Associates
Oklahoma
$3.67M +$3.67M +31,582 New
MPM
354
Meritage Portfolio Management
Kansas
$3.65M +$140K +1,202 +4%
EFG
355
Everhart Financial Group
Ohio
$3.63M +$488K +4,197 +16%
EWA
356
ERTS Wealth Advisors
Michigan
$3.62M -$158K -1,356 -4%
RPGK
357
Retirement Planning Group (Kansas)
Kansas
$3.61M -$440K -3,781 -11%
LWANC
358
Laurel Wealth Advisors (North Carolina)
North Carolina
$3.61M +$176K +1,513 +5%
AG
359
Ascent Group
Virginia
$3.58M +$3.58M +31,210 New
EWP
360
Engrave Wealth Partners
Texas
$3.54M -$30.9K -266 -0.9%
WIA
361
World Investment Advisors
California
$3.51M +$1.16M +10,318 +50%
WWM
362
Windsor Wealth Management
Indiana
$3.51M +$379K +3,262 +12%
SC
363
Savant Capital
Illinois
$3.47M +$128K +1,100 +4%
TA
364
Tiedemann Advisors
New York
$3.46M
RMC
365
Regis Management Company
California
$3.45M -$8.14K -70 -0.2%
DWM
366
Dakota Wealth Management
Florida
$3.41M +$344K +2,960 +11%
OPS
367
Orion Portfolio Solutions
Nebraska
$3.4M +$598K +5,139 +21%
RWP
368
Revolve Wealth Partners
New Jersey
$3.38M +$3.38M +29,081 New
MFG
369
Monumental Financial Group
Maryland
$3.38M +$359K +3,083 +12%
BFO
370
Biltmore Family Office
North Carolina
$3.34M -$657K -5,646 -16%
MA
371
Mutual Advisors
Nebraska
$3.34M +$542K +4,659 +19%
RA
372
Riversedge Advisors
Delaware
$3.3M +$3.3M +28,342 New
CP
373
Corbenic Partners
Pennsylvania
$3.29M +$4.07K +35 +0.1%
CCMG
374
Clark Capital Management Group
Pennsylvania
$3.29M +$280K +2,407 +9%
AA
375
Auxano Advisors
Washington
$3.28M +$23.1K +199 +0.7%