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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 %
CWP
401
Concord Wealth Partners
Virginia
$2.93M -$150K -1,366 -5%
RCA
402
Resonant Capital Advisors
Wisconsin
$2.9M -$4.61M -42,045 -61%
BFO
403
Biltmore Family Office
North Carolina
$2.88M -$268K -2,446 -9%
IWS
404
Insight Wealth Strategies
California
$2.85M +$114K +1,040 +4%
CIA
405
Capital Investment Advisors
Georgia
$2.84M -$32.1K -293 -1%
RPGK
406
Retirement Planning Group (Kansas)
Kansas
$2.83M -$573K -5,227 -17%
CT
407
Columbia Trust
Oregon
$2.83M +$601K +5,572 +27%
MA
408
MUFG Americas
New York
$2.82M +$1.57M +14,323 +126%
PCWA
409
Pacific Capital Wealth Advisors
California
$2.82M
FMWA
410
Forvis Mazars Wealth Advisors
Missouri
$2.79M +$2.57M +23,396 +1,168%
FPS
411
Fieldpoint Private Securities
Connecticut
$2.74M -$48.2K -440 -2%
WJA
412
Willis Johnson & Associates
Texas
$2.72M +$253K +2,308 +10%
LBC
413
Lowe Brockenbrough & Co
Virginia
$2.72M +$2.72M +24,792 New
BCP
414
Blue Chip Partners
Michigan
$2.69M -$137K -1,252 -5%
OA
415
Operose Advisors
Wisconsin
$2.69M +$158K +1,442 +6%
WA
416
Wealth Alliance
New York
$2.6M +$633K +5,774 +32%
RJT
417
Raymond James Trust
Florida
$2.58M -$89.3K -814 -3%
OAM
418
Occidental Asset Management
California
$2.57M
WLIM
419
White Lighthouse Investment Management
Massachusetts
$2.55M +$185K +1,683 +8%
SPFA
420
Summit Place Financial Advisors
New Jersey
$2.54M -$110K -1,000 -4%
SWA
421
Safir Wealth Advisors
New Hampshire
$2.54M +$163K +1,485 +7%
DC
422
Davenport & Co
Virginia
$2.53M -$534K -4,869 -17%
RTL
423
Red Tortoise LLC
Georgia
$2.52M -$1.52M -13,842 -38%
BFEC
424
Benjamin F. Edwards & Company
Missouri
$2.52M +$1.58M +14,427 +169%
PSUF
425
People's United Financial
Connecticut
$2.48M -$1.77M -16,162 -42%