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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 %
TCM
451
Twele Capital Management
Minnesota
$2.02M -$513K -5,000 -20%
RIM
452
Rockbridge Investment Management
New York
$2.02M +$1.71M +16,659 +557%
FAT
453
First American Trust
California
$2M +$152K +1,479 +8%
TWM
454
Trinity Wealth Management
Pennsylvania
$1.99M +$230K +2,241 +13%
LWAC
455
Laurel Wealth Advisors (California)
California
$1.96M -$82.5K -804 -4%
CW
456
CreativeOne Wealth
Kansas
$1.96M +$254K +2,475 +15%
PIA
457
Powell Investment Advisors
Florida
$1.96M +$10.4K +101 +0.5%
PGFC
458
Peapack-Gladstone Financial Corp
New Jersey
$1.95M +$835K +8,136 +75%
SL
459
Sentinus LLC
Illinois
$1.95M +$1.95M +18,967 New
SWA
460
Safir Wealth Advisors
New Hampshire
$1.94M -$33.9K -330 -2%
CA
461
CoreCap Advisors
Michigan
$1.94M +$424K +4,136 +28%
FWP
462
FAS Wealth Partners
Kansas
$1.91M +$899K +8,761 +89%
Lido Advisors
463
Lido Advisors
California
$1.9M -$6.05K -59 -0.3%
LPP
464
Life Planning Partners
Florida
$1.89M -$82.9K -808 -4%
WSTAM
465
Wilbanks Smith & Thomas Asset Management
Virginia
$1.89M +$134K +1,305 +8%
BWM
466
Boyd Wealth Management
California
$1.88M +$828K +8,069 +78%
Brown Advisory
467
Brown Advisory
Maryland
$1.88M +$1.02M +9,918 +118%
NGA
468
Naples Global Advisors
Florida
$1.88M +$140K +1,360 +8%
EWP
469
Engrave Wealth Partners
Texas
$1.86M -$52.3K -510 -3%
WJA
470
Willis Johnson & Associates
Texas
$1.86M -$401K -3,908 -18%
SW
471
SVB Wealth
Massachusetts
$1.85M -$664K -6,472 -26%
BFA
472
Beaumont Financial Advisors
Massachusetts
$1.85M -$432K -4,214 -19%
FS
473
Ferguson Shapiro
Georgia
$1.84M +$646K +6,299 +54%
PWM
474
Paulson Wealth Management
Illinois
$1.83M -$1.91M -18,578 -51%
AWA
475
Amplius Wealth Advisors
Pennsylvania
$1.81M -$1.64M -16,030 -48%