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iShares National Muni Bond ETF

1,015 hedge funds and large institutions have $17.9B invested in iShares National Muni Bond ETF in 2021 Q3 according to their latest regulatory filings, with 62 funds opening new positions, 498 increasing their positions, 289 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,015
Holders Change
-2
Holders Change %
-0.2%
% of All Funds
17.83%
Holding in Top 10
71
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-5.33%
% of All Funds
1.25%
New
62
Increased
498
Reduced
289
Closed
51
Calls
$5.25M
Puts
$6.04M
Net Calls
-$789K
Net Calls Change
+$3.25M
Name Holding Trade Value Shares
Change
Shares
Change %
RA
401
RFG Advisory
Alabama
$2.28M -$161K -1,386 -7%
NEGWA
402
New England Guild Wealth Advisors
Connecticut
$2.27M +$255K +2,199 +13%
NGA
403
Naples Global Advisors
Florida
$2.25M +$671K +5,775 +42%
WTC
404
WhitTier Trust Company
Nevada
$2.24M +$34.7K +299 +2%
Kovitz Investment Group Partners
405
Kovitz Investment Group Partners
Illinois
$2.22M -$58.1K -500 -3%
KL
406
KWMG LLC
Kansas
$2.2M +$162K +1,393 +8%
WCFA
407
Walkner Condon Financial Advisors
Wisconsin
$2.18M +$113K +970 +5%
OR
408
Olympiad Research
Connecticut
$2.18M -$24.9K -214 -1%
CA
409
Calton & Associates
Florida
$2.17M -$115K -992 -5%
RTC
410
Riverview Trust Company
Washington
$2.15M +$35.4K +305 +2%
FANJ
411
Financial Architects (New Jersey)
New Jersey
$2.13M +$708K +6,094 +50%
JCM
412
Jag Capital Management
Missouri
$2.12M +$369K +3,177 +21%
IWM
413
IHT Wealth Management
Illinois
$2.1M -$319K -2,746 -13%
OFG
414
Omega Financial Group
California
$2.09M +$25.8K +222 +1%
FFS
415
Founders Financial Securities
Maryland
$2.08M +$309K +2,658 +17%
AWM
416
Altus Wealth Management
Kentucky
$2.08M +$105K +900 +5%
HI
417
Horizon Investments
North Carolina
$2.08M -$1.46M -12,567 -41%
PCMC
418
Paragon Capital Management (Colorado)
Colorado
$2.07M -$358K -3,081 -15%
LBC
419
Lowe Brockenbrough & Co
Virginia
$2.03M +$2.03M +17,460 New
HI
420
Harbour Investments
Wisconsin
$2.03M +$173K +1,486 +9%
IMA
421
Investment Management Associates
Colorado
$2.02M
CWP
422
Concord Wealth Partners
Virginia
$2.01M -$1.1M -9,489 -35%
PCP
423
Proficio Capital Partners
Massachusetts
$2.01M
EA
424
Emerald Advisors
Washington
$2.01M +$265K +2,277 +15%
FWA
425
FOCUS Wealth Advisors
Texas
$2.01M +$461K +3,970 +30%