MUB icon

iShares National Muni Bond ETF

1,015 hedge funds and large institutions have $17.9B invested in iShares National Muni Bond ETF in 2021 Q3 according to their latest regulatory filings, with 62 funds opening new positions, 498 increasing their positions, 289 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,015
Holders Change
-2
Holders Change %
-0.2%
% of All Funds
17.83%
Holding in Top 10
71
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-5.33%
% of All Funds
1.25%
New
62
Increased
498
Reduced
289
Closed
51
Calls
$5.25M
Puts
$6.04M
Net Calls
-$789K
Net Calls Change
+$3.25M
Name Holding Trade Value Shares
Change
Shares
Change %
CWM
451
Calamos Wealth Management
Illinois
$1.78M -$1.59M -13,661 -47%
GWM
452
Geneos Wealth Management
Colorado
$1.78M +$761K +6,560 +75%
MFS
453
McNamara Financial Services
Massachusetts
$1.77M +$451K +3,885 +34%
VWA
454
Visionary Wealth Advisors
Illinois
$1.76M +$411K +3,540 +31%
WS
455
Wedbush Securities
California
$1.75M +$104K +899 +6%
COCM
456
Charter Oak Capital Management
New Hampshire
$1.75M +$250K +2,150 +17%
IWP
457
Innova Wealth Partners
Pennsylvania
$1.74M +$108K +932 +7%
CJA
458
C-J Advisory
California
$1.72M +$95.9K +826 +6%
FPCP
459
Fort Point Capital Partners
California
$1.7M -$1.43M -12,317 -46%
EA
460
Efficient Advisors
Ohio
$1.7M -$94K -809 -5%
WA
461
Wealth Alliance
New York
$1.7M +$18.1K +156 +1%
TC
462
TownSquare Capital
Utah
$1.7M -$418K -3,597 -20%
TWA
463
TPB Wealth Advisors
Texas
$1.69M -$49.2K -423 -3%
EPM
464
Elm Partners Management
Pennsylvania
$1.69M +$349K +3,002 +26%
BWM
465
BCGM Wealth Management
Indiana
$1.69M -$65.9K -568 -4%
CPSC
466
Carl P. Sherr & Co
Massachusetts
$1.68M
CCM
467
Crabel Capital Management
California
$1.65M -$5.69M -48,952 -77%
FWP
468
FAS Wealth Partners
Kansas
$1.65M -$703K -6,051 -30%
SVWAG
469
Sound View Wealth Advisors Group
Georgia
$1.65M -$465K -4,002 -22%
ACS
470
Archford Capital Strategies
Illinois
$1.64M +$11.6K +100 +0.7%
AIA
471
Avalon Investment & Advisory
Texas
$1.61M +$423K +3,645 +36%
EVM
472
Eaton Vance Management
Massachusetts
$1.61M +$62.7K +14,503 +4%
IWMA
473
Ironwood Wealth Management (Arizona)
Arizona
$1.61M -$193K -1,662 -11%
IWA
474
IBEX Wealth Advisors
New Jersey
$1.61M -$356K -3,067 -18%
NAM
475
NTV Asset Management
West Virginia
$1.6M