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iShares National Muni Bond ETF

1,017 hedge funds and large institutions have $17.4B invested in iShares National Muni Bond ETF in 2021 Q2 according to their latest regulatory filings, with 76 funds opening new positions, 515 increasing their positions, 275 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,017
Holders Change
+22
Holders Change %
+2.21%
% of All Funds
17.75%
Holding in Top 10
75
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-10.71%
% of All Funds
1.31%
New
76
Increased
515
Reduced
275
Closed
39
Calls
$5.68M
Puts
$9.73M
Net Calls
-$4.04M
Net Calls Change
+$1.2M
Name Holding Trade Value Shares
Change
Shares
Change %
APA
401
American Portfolios Advisors
New York
$2.36M +$229K +1,953 +11%
MI
402
Moneywise Inc
Virginia
$2.35M -$719K -6,131 -23%
BL
403
Balentine LLC
Georgia
$2.34M -$418K -3,565 -15%
HAIM
404
Hunter Associates Investment Management
Pennsylvania
$2.34M +$1.17M +10,000 +100%
RFO
405
RiverGlades Family Offices
Florida
$2.34M -$14.7K -125 -0.6%
PA
406
Pinnacle Associates
New York
$2.33M -$3.52K -30 -0.2%
DIA
407
Dean Investment Associates
Ohio
$2.33M +$5.86K +50 +0.3%
DSC
408
Duncker Streett & Co
Missouri
$2.32M +$29.3K +250 +1%
PTC
409
Philadelphia Trust Company
Pennsylvania
$2.31M
Kovitz Investment Group Partners
410
Kovitz Investment Group Partners
Illinois
$2.3M -$1.47M -12,570 -39%
CA
411
Calton & Associates
Florida
$2.3M -$87.7K -749 -4%
NA
412
NewEdge Advisors
Louisiana
$2.3M +$306K +2,613 +15%
WTC
413
WhitTier Trust Company
Nevada
$2.22M
OR
414
Olympiad Research
Connecticut
$2.22M +$200K +1,704 +10%
Renaissance Technologies
415
Renaissance Technologies
New York
$2.2M +$1.78M +15,199 +422%
SWA
416
Safir Wealth Advisors
New Hampshire
$2.2M +$694K +5,920 +46%
MA
417
Mutual Advisors
Nebraska
$2.19M +$203K +1,736 +10%
EFSCE
418
Enterprise Financial Services Corp (EFSC)
Missouri
$2.18M +$154K +1,310 +8%
WIA
419
World Investment Advisors
California
$2.15M +$239K +2,035 +12%
TC
420
TownSquare Capital
Utah
$2.14M +$91.9K +783 +4%
RTC
421
Riverview Trust Company
Washington
$2.14M
SVWAG
422
Sound View Wealth Advisors Group
Georgia
$2.13M
WCFA
423
Walkner Condon Financial Advisors
Wisconsin
$2.09M +$406K +3,461 +24%
OFG
424
Omega Financial Group
California
$2.09M +$788K +6,722 +61%
ECM
425
Exchange Capital Management
Michigan
$2.08M +$82K +700 +4%