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iShares National Muni Bond ETF

1,126 hedge funds and large institutions have $22.2B invested in iShares National Muni Bond ETF in 2022 Q3 according to their latest regulatory filings, with 101 funds opening new positions, 451 increasing their positions, 447 reducing their positions, and 104 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,126
Holders Change
-26
Holders Change %
-2.26%
% of All Funds
19.47%
Holding in Top 10
96
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-2.04%
% of All Funds
1.66%
New
101
Increased
451
Reduced
447
Closed
104
Calls
$6.23M
Puts
$30.1M
Net Calls
-$23.8M
Net Calls Change
+$23.6M
Name Holding Trade Value Shares
Change
Shares
Change %
PP
426
Prosperity Planning
Missouri
$2.27M -$2.86M
IWM
427
IHT Wealth Management
Illinois
$2.23M +$268K +2,612 +14%
FCIM
428
Fairview Capital Investment Management
California
$2.23M -$1.69M -16,475 -43%
William Blair & Company
429
William Blair & Company
Illinois
$2.21M -$5.68M -55,392 -72%
NFP
430
Narus Financial Partners
Utah
$2.21M -$1.28M -12,474 -37%
EWA
431
ERTS Wealth Advisors
Michigan
$2.2M +$85.4K +833 +4%
Jane Street
432
Jane Street
New York
$2.19M -$221M -2,149,361 -99%
LWANC
433
Laurel Wealth Advisors (North Carolina)
North Carolina
$2.18M +$174K +1,692 +9%
CWS
434
Cypress Wealth Services
California
$2.18M -$912K -8,811 -30%
KL
435
KWMG LLC
Kansas
$2.17M +$252K +2,454 +13%
GA
436
Greenspring Advisors
Maryland
$2.15M +$436K +4,249 +25%
JWCA
437
J.W. Cole Advisors
Florida
$2.13M -$365K -3,561 -15%
FFN
438
Focus Financial Network
Minnesota
$2.12M +$626K +6,107 +42%
PTC
439
Philadelphia Trust Company
Pennsylvania
$2.11M
IWP
440
Insight Wealth Partners
Texas
$2.11M +$343K +3,343 +19%
OAM
441
Occidental Asset Management
California
$2.1M +$26.8K +261 +1%
AWM
442
Abound Wealth Management
Tennessee
$2.1M -$118K -1,150 -5%
SWM
443
SigFig Wealth Management
California
$2.09M +$346K +3,335 +20%
WA
444
Wealthstar Advisors
Texas
$2.08M
BWM
445
BCGM Wealth Management
Indiana
$2.06M +$294K +2,887 +17%
CFA
446
Capstone Financial Advisors
Illinois
$2.06M +$1.51M +14,765 +280%
JG
447
Jefferies Group
New York
$2.05M
DIA
448
Dean Investment Associates
Ohio
$2.05M +$3.59K +35 +0.2%
BFA
449
BMS Financial Advisors
South Dakota
$2.03M +$1.06M +10,358 +110%
TI
450
Truepoint Inc
Ohio
$2.03M -$18K -175 -0.9%