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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 %
AFP
351
Ausdal Financial Partners
Iowa
$3.71M -$107K -978 -3%
CPW
352
Catalyst Private Wealth
California
$3.7M +$2.2M +20,108 +148%
HW
353
Hancock Whitney
Mississippi
$3.69M -$1.39M -12,708 -27%
VPW
354
Vericrest Private Wealth
Pennsylvania
$3.68M -$966K -8,807 -21%
OPS
355
Orion Portfolio Solutions
Nebraska
$3.66M +$453K +4,136 +14%
AWMG
356
Alliance Wealth Management Group
New Jersey
$3.65M +$112K +1,017 +3%
GGS
357
Galvin Gaustad & Stein
Arizona
$3.6M -$250K -2,280 -6%
MPM
358
Meritage Portfolio Management
Kansas
$3.55M +$109K +996 +3%
WCM
359
Wunderlich Capital Managemnt
Tennessee
$3.55M -$40K -365 -1%
SFG
360
Sowa Financial Group
Rhode Island
$3.52M +$31.4K +286 +0.9%
CP
361
Corbenic Partners
Pennsylvania
$3.52M +$417K +3,805 +13%
LWANC
362
Laurel Wealth Advisors (North Carolina)
North Carolina
$3.51M +$101K +924 +3%
GRP
363
Global Retirement Partners
California
$3.5M +$878K +8,238 +33%
RMC
364
Regis Management Company
California
$3.46M +$213K +1,946 +7%
SF
365
Summit Financial
New Jersey
$3.43M -$4.98M -45,421 -59%
EFL
366
ERn Financial LLC
Wisconsin
$3.42M -$230K -2,100 -6%
TAM
367
Tocqueville Asset Management
New York
$3.41M +$3.41M +31,100 New
GKWIM
368
Gerber Kawasaki Wealth & Investment Management
California
$3.36M +$3.05M +27,782 +973%
CPP
369
Capasso Planning Partners
South Carolina
$3.35M +$1.56M +14,189 +87%
FAIM
370
Financial Advocates Investment Management
Washington
$3.34M +$2.15M +19,606 +181%
MLA
371
My Legacy Advisors
Oregon
$3.33M +$3.33M +30,349 New
USAA
372
United Services Automobile Association
Texas
$3.31M -$360K -3,287 -10%
CWA
373
Canvas Wealth Advisors
Kansas
$3.3M -$1.95M -18,283 -37%
Principal Financial Group
374
Principal Financial Group
Iowa
$3.3M -$3.25M -29,650 -50%
Millennium Management
375
Millennium Management
New York
$3.29M +$1.82M +16,647 +125%