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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 %
BA
376
Bivin & Associates
Oklahoma
$3.29M -$175K -1,600 -5%
FPAS
377
Focus Partners Advisor Solutions
Missouri
$3.28M +$3.28M +29,906 New
SFO
378
Stokes Family Office
Louisiana
$3.27M +$1.65M +15,027 +101%
AA
379
Auxano Advisors
Washington
$3.27M +$175K +1,600 +6%
HFM
380
Hartford Financial Management
Connecticut
$3.25M +$1.32M +12,079 +69%
MA
381
Mutual Advisors
Nebraska
$3.21M +$61.3K +559 +2%
Marshall Wace
382
Marshall Wace
United Kingdom
$3.2M -$4.52M -41,245 -59%
SC
383
Savant Capital
Illinois
$3.19M -$77.8K -710 -2%
CCMD
384
Cypress Capital Management (Delaware)
Delaware
$3.18M +$150K +1,365 +5%
EGA
385
Eagle Global Advisors
Texas
$3.15M +$427K +3,890 +16%
EWA
386
ERTS Wealth Advisors
Michigan
$3.13M -$283K -2,578 -8%
SWP
387
Stratos Wealth Partners
Ohio
$3.09M -$613K -5,593 -17%
OPWM
388
Oakwell Private Wealth Management
Texas
$3.08M +$112K +1,019 +4%
WWM
389
Windsor Wealth Management
Indiana
$3.03M -$245K -2,257 -7%
DB
390
Dravo Bay
Delaware
$3.02M -$2.35M -21,422 -44%
MFG
391
MidWestOne Financial Group
Iowa
$3.02M -$1.19M -10,843 -28%
AG
392
Ascent Group
Virginia
$2.99M -$435K -3,971 -13%
TCA
393
Transcend Capital Advisors
New Jersey
$2.97M +$246K +2,241 +9%
PP
394
Prosperity Planning
Missouri
$2.97M
DWM
395
Drive Wealth Management
Utah
$2.97M +$2.97M +27,070 New
AP
396
Advisor Partners
California
$2.97M -$560K -5,104 -16%
EWMCB
397
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$2.95M -$44.1K -402 -1%
FNBOSM
398
First National Bank of South Miami
Florida
$2.94M -$22.6K -206 -0.8%
MGI
399
MayTech Global Investments
New York
$2.94M
DWM
400
Dakota Wealth Management
Florida
$2.93M -$281K -2,564 -9%