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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 %
PCP
401
Proficio Capital Partners
Massachusetts
$2.01M +$2.01M +17,330 New
EFSCE
402
Enterprise Financial Services Corp (EFSC)
Missouri
$2.01M +$274K +2,362 +16%
SA
403
Sunesis Advisors
Kansas
$2M
OR
404
Olympiad Research
Connecticut
$2M -$8.93M -76,951 -82%
MIM
405
MetLife Investment Management
New Jersey
$2M +$2M +17,228 New
ECM
406
Exchange Capital Management
Michigan
$1.98M +$232K +1,995 +13%
AWM
407
Altus Wealth Management
Kentucky
$1.97M +$597K +5,145 +43%
NA
408
NewEdge Advisors
Louisiana
$1.97M +$991K +8,536 +101%
MA
409
Mutual Advisors
Nebraska
$1.97M -$831K -7,157 -30%
BFG
410
Baron Financial Group
New Jersey
$1.95M +$1.23M +10,635 +173%
SBSB
411
Sullivan, Bruyette, Speros & Blaney
Virginia
$1.94M -$836K -7,202 -30%
AAM
412
Autus Asset Management
Arizona
$1.93M
CCM
413
Coldstream Capital Management
Washington
$1.93M -$271K -2,335 -12%
MAFM
414
Mid Atlantic Financial Management
Pennsylvania
$1.92M -$150K -1,296 -7%
ST
415
Spinnaker Trust
Maine
$1.92M
WAOI
416
Wealth Advisors of Iowa
Iowa
$1.9M +$317K +2,736 +20%
WIA
417
World Investment Advisors
California
$1.9M +$499K +4,291 +36%
SWP
418
ShoreHaven Wealth Partners
New Jersey
$1.9M +$88K +758 +5%
FFN
419
Focus Financial Network
Minnesota
$1.89M +$579K +4,991 +44%
CFA
420
Cahill Financial Advisors
Minnesota
$1.89M -$93.2K -803 -5%
EWP
421
Engrave Wealth Partners
Texas
$1.89M +$1.89M +16,303 New
PMG
422
ProVise Management Group
Florida
$1.89M -$52.3K -451 -3%
CIAS
423
Capital Investment Advisory Services
North Carolina
$1.88M -$23.7M -204,369 -93%
MAM
424
Meeder Asset Management
Ohio
$1.86M +$103K +891 +6%
CCP
425
Cardan Capital Partners
Colorado
$1.84M -$434K -3,738 -19%