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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 %
AF
476
Advisornet Financial
Minnesota
$2M -$12.4K -113 -0.6%
MA
477
MCF Advisors
Kentucky
$1.99M +$1.99M +18,174 New
EWM
478
Endurance Wealth Management
Rhode Island
$1.98M +$13.7K +125 +0.7%
SMG
479
Smart Money Group
Texas
$1.97M -$86.5K -789 -4%
TC
480
TownSquare Capital
Utah
$1.96M +$209K +1,909 +12%
PWA
481
Physician Wealth Advisors
Utah
$1.96M +$79.1K +743 +4%
UWM
482
USAdvisors Wealth Management
Minnesota
$1.96M +$323K +2,942 +20%
FHB
483
First Hawaiian Bank
Hawaii
$1.96M +$122K +1,116 +7%
PA
484
Perennial Advisors
New York
$1.94M +$33.2K +303 +2%
4WM
485
4J Wealth Management
Virginia
$1.93M +$197K +1,796 +11%
IWMA
486
Ironwood Wealth Management (Arizona)
Arizona
$1.9M +$390K +3,560 +26%
SA
487
Sunesis Advisors
Kansas
$1.89M
WA
488
Waverly Advisors
Alabama
$1.89M +$545K +4,971 +41%
FANJ
489
Financial Architects (New Jersey)
New Jersey
$1.88M -$539K -4,916 -22%
LHWM
490
Lake Hills Wealth Management
Texas
$1.87M +$243K +2,215 +15%
MI
491
Moneywise Inc
Virginia
$1.85M +$182K +1,659 +11%
LSPW
492
Lake Street Private Wealth
Illinois
$1.83M +$1.65K +15 +0.1%
TC
493
Telemus Capital
Michigan
$1.82M +$146K +1,330 +9%
AWM
494
Altus Wealth Management
Kentucky
$1.82M -$143K -1,303 -7%
WCFA
495
Walkner Condon Financial Advisors
Wisconsin
$1.81M -$43.5K -397 -2%
ST
496
Spinnaker Trust
Maine
$1.81M -$60.3K -550 -3%
PFS
497
Prospera Financial Services
Texas
$1.81M -$1.66M -15,159 -48%
Lido Advisors
498
Lido Advisors
California
$1.79M -$208K -1,893 -10%
FWP
499
FAS Wealth Partners
Kansas
$1.77M +$987 +9 +0.1%
RSWM
500
Robertson Stephens Wealth Management
California
$1.75M -$1.12M -10,173 -39%