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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 %
MFS
426
McNamara Financial Services
Massachusetts
$2.48M +$597K +5,446 +32%
KCM
427
Kanawha Capital Management
Virginia
$2.46M -$115K -1,047 -4%
TCM
428
Twele Capital Management
Minnesota
$2.46M -$34.1K -311 -1%
BCM
429
Brookstone Capital Management
Illinois
$2.45M -$6.17M -57,039 -72%
CWM
430
Centric Wealth Management
Illinois
$2.45M +$2.24M +20,476 +1,095%
FTUS
431
Flow Traders U.S.
New York
$2.44M -$6.48M -59,114 -73%
APA
432
American Portfolios Advisors
New York
$2.43M -$60.7K -554 -2%
CCA
433
Cadent Capital Advisors
Oklahoma
$2.41M -$86K -784 -3%
IWM
434
IHT Wealth Management
Illinois
$2.41M +$328K +2,990 +16%
NGA
435
Naples Global Advisors
Florida
$2.41M -$343K -3,130 -12%
APW
436
Acima Private Wealth
Virginia
$2.37M +$1.05M +9,616 +80%
AWM
437
Axxcess Wealth Management
California
$2.36M +$243K +2,216 +11%
HWIS
438
Hancock Whitney Investment Services
Louisiana
$2.36M +$433K +3,949 +22%
AA
439
Advisory Alpha
Michigan
$2.36M +$397K +3,617 +20%
KL
440
KWMG LLC
Kansas
$2.35M +$13K +119 +0.6%
TPCW
441
TD Private Client Wealth
New York
$2.33M -$1.57M -13,174 -40%
RWM
442
Ritholtz Wealth Management
New York
$2.31M -$260K -2,370 -10%
NVCHI
443
New Vernon Capital Holdings II
New Jersey
$2.28M +$2.28M +20,757 New
EWS
444
Evergreen Wealth Solutions
Pennsylvania
$2.26M +$401K +3,657 +22%
WA
445
Wealthstar Advisors
Texas
$2.23M +$113K +1,032 +5%
MFG
446
Merit Financial Group
Georgia
$2.23M +$2.23M +20,325 New
PMG
447
ProVise Management Group
Florida
$2.22M -$615K -5,609 -22%
SHGA
448
Sand Hill Global Advisors
California
$2.21M +$1.28M +11,704 +139%
DIA
449
Dean Investment Associates
Ohio
$2.2M -$8.99K -82 -0.4%
HAIM
450
Hunter Associates Investment Management
Pennsylvania
$2.19M