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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 %
BA
426
Bellwether Advisors
Nebraska
$1.84M
PA
427
Perennial Advisors
New York
$1.8M +$94.8K +817 +6%
BCA
428
Berman Capital Advisors
Georgia
$1.79M +$5.8K +50 +0.3%
BWM
429
BCGM Wealth Management
Indiana
$1.78M -$50.1K -428 -3%
VFA
430
Voya Financial Advisors
Connecticut
$1.75M +$36.1K +311 +2%
PWA
431
Physician Wealth Advisors
Utah
$1.75M +$49.4K +426 +3%
ESB
432
Essex Savings Bank
Connecticut
$1.75M +$4.74K +41 +0.3%
WA
433
Wealth Alliance
New York
$1.74M +$841K +7,242 +93%
PPWM
434
PFG Private Wealth Management
Florida
$1.73M -$57.2K -493 -3%
UR
435
USCA RIA
Texas
$1.72M -$99.2K -855 -5%
EA
436
Efficient Advisors
Ohio
$1.71M -$364K -3,133 -18%
SWA
437
Stratos Wealth Advisors
Ohio
$1.7M +$941K +8,103 +124%
FFS
438
Founders Financial Securities
Maryland
$1.69M +$98.2K +846 +6%
IWC
439
Integrated Wealth Concepts
Massachusetts
$1.69M +$481K +4,143 +40%
HI
440
Horizon Investments
North Carolina
$1.69M +$1.69M +14,535 New
RWB
441
RMR Wealth Builders
New Jersey
$1.68M +$1.03M +8,902 +159%
JCM
442
Jacobi Capital Management
Pennsylvania
$1.68M +$123K +1,061 +8%
CPSC
443
Carl P. Sherr & Co
Massachusetts
$1.68M
FWA
444
FOCUS Wealth Advisors
Texas
$1.67M +$149K +1,281 +10%
FPW
445
Flagship Private Wealth
Massachusetts
$1.67M +$283K +2,443 +20%
VFA
446
Valeo Financial Advisors
Indiana
$1.67M +$376K +3,241 +29%
CIA
447
Compass Ion Advisors
Pennsylvania
$1.67M +$802K +6,914 +93%
FWP
448
Firethorn Wealth Partners
Georgia
$1.66M +$205K +1,762 +14%
WCFA
449
Walkner Condon Financial Advisors
Wisconsin
$1.66M +$20.9K +180 +1%
WCA
450
Westover Capital Advisors
Delaware
$1.66M +$141K +1,212 +9%