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iShares National Muni Bond ETF

1,017 hedge funds and large institutions have $17.4B invested in iShares National Muni Bond ETF in 2021 Q2 according to their latest regulatory filings, with 76 funds opening new positions, 515 increasing their positions, 275 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,017
Holders Change
+22
Holders Change %
+2.21%
% of All Funds
17.75%
Holding in Top 10
75
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-10.71%
% of All Funds
1.31%
New
76
Increased
515
Reduced
275
Closed
39
Calls
$5.68M
Puts
$9.73M
Net Calls
-$4.04M
Net Calls Change
+$1.2M
Name Holding Trade Value Shares
Change
Shares
Change %
ICP
476
Interchange Capital Partners
Pennsylvania
$1.69M +$1.69M +14,398 New
WS
477
Wedbush Securities
California
$1.66M +$510K +4,351 +44%
FA
478
FC Advisory
Pennsylvania
$1.65M +$156K +1,334 +10%
CJA
479
C-J Advisory
California
$1.64M +$59.8K +510 +4%
IWP
480
Innova Wealth Partners
Pennsylvania
$1.64M +$111K +945 +7%
ACS
481
Archford Capital Strategies
Illinois
$1.64M +$42.7K +364 +3%
MA
482
MUFG Americas
New York
$1.63M +$405K +3,452 +33%
NAM
483
NTV Asset Management
West Virginia
$1.62M +$164K +1,400 +11%
CIM
484
Cambria Investment Management
California
$1.61M +$4.45K +38 +0.3%
NGA
485
Naples Global Advisors
Florida
$1.6M +$14.6K +125 +0.9%
SSWM
486
Smith Salley Wealth Management
North Carolina
$1.59M -$4.45K -38 -0.3%
BRWA
487
B. Riley Wealth Advisors
Florida
$1.59M +$109K +931 +7%
DP
488
Denver PWM
Colorado
$1.59M -$1.64M -14,026 -51%
LSPW
489
Lake Street Private Wealth
Illinois
$1.59M +$361K +3,086 +30%
CCP
490
Cardan Capital Partners
Colorado
$1.57M -$292K -2,493 -16%
OPS
491
Orion Portfolio Solutions
Nebraska
$1.57M +$706K +6,022 +82%
FWA
492
FOCUS Wealth Advisors
Texas
$1.56M -$131K -1,118 -8%
CIAS
493
Capital Investment Advisory Services
North Carolina
$1.55M -$346K -2,956 -18%
HSA
494
HBK Sorce Advisory
Pennsylvania
$1.55M +$1.29K +11 +0.1%
TW
495
TrinityPoint Wealth
Connecticut
$1.54M -$40.8K -348 -3%
WA
496
Waverly Advisors
Alabama
$1.54M -$39.7K -339 -3%
BSB
497
Bangor Savings Bank
Maine
$1.54M +$3.87K +33 +0.3%
PPWM
498
PFG Private Wealth Management
Florida
$1.53M -$213K -1,821 -12%
WFA
499
Wade Financial Advisory
California
$1.52M +$28.1K +240 +2%
COCM
500
Charter Oak Capital Management
New Hampshire
$1.51M +$240K +2,049 +19%