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iShares National Muni Bond ETF

1,170 hedge funds and large institutions have $19.8B invested in iShares National Muni Bond ETF in 2021 Q4 according to their latest regulatory filings, with 225 funds opening new positions, 512 increasing their positions, 270 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,170
Holders Change
+155
Holders Change %
+15.27%
% of All Funds
18.07%
Holding in Top 10
90
Holding in Top 10 Change
+19
Holding in Top 10 Change %
+26.76%
% of All Funds
1.39%
New
225
Increased
512
Reduced
270
Closed
52
Calls
$2.89M
Puts
$4.15M
Net Calls
-$1.26M
Net Calls Change
-$468K
Name Holding Trade Value Shares
Change
Shares
Change %
IWS
401
Insight Wealth Strategies
California
$2.9M -$97.3K -837 -3%
TCA
402
Transcend Capital Advisors
New Jersey
$2.89M +$272K +2,340 +10%
EGA
403
Eagle Global Advisors
Texas
$2.89M +$228K +1,960 +9%
GRP
404
Global Retirement Partners
California
$2.86M +$68.9K +593 +2%
RJT
405
Raymond James Trust
Florida
$2.83M +$25K +215 +0.9%
SPFA
406
Summit Place Financial Advisors
New Jersey
$2.81M +$1.89M +16,265 +206%
RA
407
RFG Advisory
Alabama
$2.74M +$458K +3,939 +20%
GWM
408
Geneos Wealth Management
Colorado
$2.74M +$963K +8,280 +54%
KCM
409
Kanawha Capital Management
Virginia
$2.73M +$10.2K +88 +0.4%
OAM
410
Occidental Asset Management
California
$2.73M +$92.8K +798 +4%
RWM
411
Ritholtz Wealth Management
New York
$2.72M -$153K -1,316 -5%
OA
412
Operose Advisors
Wisconsin
$2.69M +$2.69M +23,088 New
CCA
413
Cadent Capital Advisors
Oklahoma
$2.65M +$66.2K +569 +3%
APA
414
American Portfolios Advisors
New York
$2.65M +$51.7K +445 +2%
TCM
415
Twele Capital Management
Minnesota
$2.64M +$99.6K +856 +4%
WJA
416
Willis Johnson & Associates
Texas
$2.62M +$173K +1,485 +7%
FTS
417
Fifth Third Securities
Ohio
$2.58M +$146K +1,253 +6%
FANJ
418
Financial Architects (New Jersey)
New Jersey
$2.57M +$440K +3,787 +21%
HFA
419
High Falls Advisors
New York
$2.56M -$236K -2,026 -8%
SFG
420
SNS Financial Group
Minnesota
$2.56M -$443K -3,812 -15%
SWA
421
Safir Wealth Advisors
New Hampshire
$2.52M +$230K +1,975 +10%
WLIM
422
White Lighthouse Investment Management
Massachusetts
$2.51M +$25.3K +218 +1%
COF
423
Capital One Financial
Virginia
$2.5M +$54.5K +469 +2%
KL
424
KWMG LLC
Kansas
$2.48M +$272K +2,340 +12%
HCM
425
Hollencrest Capital Management
California
$2.42M +$2.42M +20,789 New