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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 %
KL
426
KWMG LLC
Kansas
$2.07M -$11.2K -95 -0.5%
IMA
427
Investment Management Associates
Colorado
$2.04M
PMG
428
ProVise Management Group
Florida
$2.04M +$126K +1,076 +7%
PCP
429
Proficio Capital Partners
Massachusetts
$2.03M
NEGWA
430
New England Guild Wealth Advisors
Connecticut
$2.03M -$124K -1,061 -6%
DAS
431
Dynamic Advisor Solutions
Arizona
$2.02M +$509K +4,345 +34%
SA
432
Sunesis Advisors
Kansas
$2.02M
SFG
433
SNS Financial Group
Minnesota
$2.02M -$350K -2,987 -15%
MIM
434
MetLife Investment Management
New Jersey
$2.02M
MG
435
Mather Group
Illinois
$2.02M +$1.09M +9,329 +119%
AAM
436
Autus Asset Management
Arizona
$2.01M +$58.6K +500 +3%
AWE
437
Avidian Wealth Enterprises
Texas
$2.01M +$368K +3,136 +22%
AWM
438
Altus Wealth Management
Kentucky
$1.99M
IWA
439
IBEX Wealth Advisors
New Jersey
$1.98M -$178K -1,515 -8%
MAFM
440
Mid Atlantic Financial Management
Pennsylvania
$1.98M +$38K +324 +2%
OWA
441
One Wealth Advisors
California
$1.97M +$1.47M +12,549 +294%
PPA
442
Parametric Portfolio Associates
Washington
$1.94M -$447K -3,815 -19%
ST
443
Spinnaker Trust
Maine
$1.94M
AA
444
Advisory Alpha
Michigan
$1.92M +$497K +4,243 +35%
CFA
445
Cahill Financial Advisors
Minnesota
$1.89M -$19.5K -166 -1%
HI
446
Harbour Investments
Wisconsin
$1.87M +$208K +1,778 +13%
BA
447
Bellwether Advisors
Nebraska
$1.86M
JCM
448
Jacobi Capital Management
Pennsylvania
$1.85M +$154K +1,316 +9%
WAOI
449
Wealth Advisors of Iowa
Iowa
$1.84M -$78.2K -667 -4%
PWA
450
Physician Wealth Advisors
Utah
$1.83M +$55K +467 +3%