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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 %
JG
451
Jefferies Group
New York
$2.19M -$79.5K -725 -3%
WSTAM
452
Wilbanks Smith & Thomas Asset Management
Virginia
$2.18M -$8.66M -81,379 -80%
WFA
453
Wade Financial Advisory
California
$2.18M +$452K +4,124 +26%
HWMA
454
Heritage Wealth Management (Arizona)
Arizona
$2.17M +$2.17M +19,801 New
IA
455
IFG Advisors
Missouri
$2.17M -$8.3M -75,697 -79%
PTC
456
Philadelphia Trust Company
Pennsylvania
$2.16M
LPP
457
Life Planning Partners
Florida
$2.15M -$122K -1,114 -5%
WAL
458
W Advisors LLC
Tennessee
$2.13M -$1.35M -12,323 -39%
FA
459
FC Advisory
Pennsylvania
$2.13M +$220K +2,006 +12%
AAS
460
Annex Advisory Services
Wisconsin
$2.09M +$2.09M +19,035 New
HCM
461
Hollencrest Capital Management
California
$2.09M -$193K -1,760 -8%
FFM
462
Forum Financial Management
Illinois
$2.07M +$1.59M +14,495 +330%
BG
463
Benedetti & Gucer
Georgia
$2.07M -$147K -1,344 -7%
IWP
464
Insight Wealth Partners
Texas
$2.06M -$4.89M -44,568 -70%
PA
465
Pinnacle Associates
New York
$2.05M -$95.9K -875 -4%
MCC
466
Money Concepts Capital
Florida
$2.04M +$694K +6,334 +51%
GFS
467
GYL Financial Synergies
Connecticut
$2.03M +$1.43M +13,046 +237%
WTC
468
WhitTier Trust Company
Nevada
$2.03M +$71.4K +651 +4%
RTC
469
Riverview Trust Company
Washington
$2.03M
EFS
470
Econ Financial Services
Pennsylvania
$2.02M +$288K +2,624 +17%
OCG
471
Opus Capital Group
Ohio
$2.02M +$2.02M +18,455 New
FLPIM
472
F.L. Putnam Investment Management
Massachusetts
$2.02M -$227K -2,071 -10%
TWA
473
TPB Wealth Advisors
Texas
$2.02M +$312K +2,843 +18%
NL
474
NWAM LLC
Washington
$2.01M -$31.2K -285 -2%
RWA
475
Rainsberger Wealth Advisors
Colorado
$2M +$68.9K +628 +4%