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iShares National Muni Bond ETF

1,170 hedge funds and large institutions have $19.8B invested in iShares National Muni Bond ETF in 2021 Q4 according to their latest regulatory filings, with 225 funds opening new positions, 512 increasing their positions, 270 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,170
Holders Change
+155
Holders Change %
+15.27%
% of All Funds
18.07%
Holding in Top 10
90
Holding in Top 10 Change
+19
Holding in Top 10 Change %
+26.76%
% of All Funds
1.39%
New
225
Increased
512
Reduced
270
Closed
52
Calls
$2.89M
Puts
$4.15M
Net Calls
-$1.26M
Net Calls Change
-$468K
Name Holding Trade Value Shares
Change
Shares
Change %
SA
476
Sunesis Advisors
Kansas
$2.01M
CWA
477
Consilio Wealth Advisors
Washington
$2.01M +$2.01M +17,242 New
SCP
478
Stamos Capital Partners
California
$2M +$2M +17,200 New
MFS
479
McNamara Financial Services
Massachusetts
$2M +$227K +1,950 +13%
HIF
480
Hill Island Financial
Michigan
$1.99M +$1.99M +17,112 New
CFA
481
Cahill Financial Advisors
Minnesota
$1.99M +$11.2K +96 +0.6%
ST
482
Spinnaker Trust
Maine
$1.98M +$63.9K +550 +3%
EWS
483
Evergreen Wealth Solutions
Pennsylvania
$1.97M +$1.97M +16,979 New
WCFA
484
Walkner Condon Financial Advisors
Wisconsin
$1.97M -$210K -1,807 -10%
PJSIMP
485
P.J. Schmidt Investment Management (PJS)
Wisconsin
$1.96M +$49.8K +439 +3%
AR
486
Apeiron RIA
Texas
$1.95M +$1.95M +16,793 New
DSC
487
Duncker Streett & Co
Missouri
$1.95M
FHB
488
First Hawaiian Bank
Hawaii
$1.95M +$47.6K +409 +3%
WAOI
489
Wealth Advisors of Iowa
Iowa
$1.94M +$77.6K +667 +4%
LSPW
490
Lake Street Private Wealth
Illinois
$1.94M +$369K +3,176 +24%
COCM
491
Charter Oak Capital Management
New Hampshire
$1.94M +$190K +1,634 +11%
HI
492
Harbour Investments
Wisconsin
$1.93M -$95.4K -820 -5%
CPP
493
Capasso Planning Partners
South Carolina
$1.9M +$1.9M +16,354 New
CWM
494
Calamos Wealth Management
Illinois
$1.89M +$110K +943 +6%
PCMC
495
Paragon Capital Management (Colorado)
Colorado
$1.88M -$197K -1,696 -10%
FWP
496
FAS Wealth Partners
Kansas
$1.88M +$224K +1,927 +14%
TPWA
497
TRUE Private Wealth Advisors
Oregon
$1.87M +$372K +3,200 +25%
PG
498
Proffitt & Goodson
Tennessee
$1.87M +$1.87M +16,062 New
IWP
499
Innova Wealth Partners
Pennsylvania
$1.87M +$130K +1,120 +7%
TC
500
TownSquare Capital
Utah
$1.86M +$161K +1,381 +9%