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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.

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 Market Value Shares Shares
Change
Shares
Change %
Royal Bank of Canada
26
Royal Bank of Canada
Ontario, Canada
$111M 951,606 +250,368 +36%
MML Investors Services
27
MML Investors Services
Massachusetts
$99.9M 860,169 +31,217 +4%
Ameriprise
28
Ameriprise
Minnesota
$98.9M 851,316 -79,083 -8%
Mariner
29
Mariner
Kansas
$96.3M 828,555 +347,801 +72%
CAG
30
Crestwood Advisors Group
Massachusetts
$95M 817,385 +28,891 +4%
UCFA
31
United Capital Financial Advisors
Texas
$93.9M 808,645 +91,964 +13%
FSC
32
Full Sail Capital
Oklahoma
$83.8M 721,703 +46,267 +7%
Truist Financial
33
Truist Financial
North Carolina
$78.6M 676,459 +5,342 +0.8%
EI
34
Ellevest Inc
New York
$69.9M 602,021 +67,849 +13%
OWM
35
Orgel Wealth Management
Wisconsin
$63.9M 549,818 -4,827 -0.9%
Barclays
36
Barclays
United Kingdom
$57.2M 492,531 -363,094 -42%
PAG
37
Private Advisor Group
New Jersey
$51.6M 444,028 +173,676 +64%
PPA
38
Parametric Portfolio Associates
Washington
$50.2M 431,787 +415,242 +2,510%
AWM
39
AE Wealth Management
Kansas
$49.2M 423,479 +37,099 +10%
RJFSA
40
Raymond James Financial Services Advisors
Florida
$49M 421,734 +126,323 +43%
CWM
41
Cahaba Wealth Management
Georgia
$48.9M 420,872 +35,596 +9%
MYLI
42
Meiji Yasuda Life Insurance
Japan
$48.8M 420,000
AWA
43
Alaska Wealth Advisors
Alaska
$48.7M 419,293 +34,248 +9%
WAP
44
Wealthcare Advisory Partners
Pennsylvania
$47.4M 408,267 +19,359 +5%
AC
45
Allstate Corporation
Illinois
$45.3M 390,000
AL
46
Aspiriant LLC
California
$44.6M 383,931 +12,821 +3%
APP
47
Avantax Planning Partners
Iowa
$43.7M 376,065 +30,608 +9%
Stifel Financial
48
Stifel Financial
Missouri
$43.4M 373,449 +73,133 +24%
Franklin Resources
49
Franklin Resources
California
$42.6M 366,338 +2,029 +0.6%
FWI
50
Facet Wealth Inc
Maryland
$40.7M 350,218 +89,979 +35%