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iShares National Muni Bond ETF

991 hedge funds and large institutions have $15.5B invested in iShares National Muni Bond ETF in 2020 Q4 according to their latest regulatory filings, with 166 funds opening new positions, 487 increasing their positions, 194 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
991
Holders Change
+119
Holders Change %
+13.65%
% of All Funds
17.58%
Holding in Top 10
100
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+11.11%
% of All Funds
1.77%
New
166
Increased
487
Reduced
194
Closed
32
Calls
$5.36M
Puts
$9.35M
Net Calls
-$4M
Net Calls Change
+$33M
Name Holding Trade Value Shares
Change
Shares
Change %
GJIC
501
Gamble Jones Investment Counsel
California
$1.26M +$586 +5 +0%
LFAS
502
Level Four Advisory Services
Texas
$1.25M +$119K +1,017 +11%
RA
503
RFG Advisory
Alabama
$1.24M +$149K +1,273 +14%
JWCA
504
J.W. Cole Advisors
Florida
$1.23M -$938K -8,006 -43%
WFA
505
Wade Financial Advisory
California
$1.23M +$302K +2,574 +33%
Calamos Advisors
506
Calamos Advisors
Illinois
$1.23M +$1.23M +10,479 New
CWA
507
Capital Wealth Alliance
Arizona
$1.23M +$29.4K +250 +2%
LSPW
508
Lake Street Private Wealth
Illinois
$1.23M +$1.23M +10,453 New
MPPLM
509
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$1.22M +$371K +3,163 +44%
IWC
510
Integrated Wealth Concepts
Massachusetts
$1.22M -$7.49M -63,909 -86%
JFA
511
JNBA Financial Advisors
Minnesota
$1.2M +$48.6K +415 +4%
MIAN
512
Mariner Independent Advisor Network
Kansas
$1.2M +$1.2M +10,255 New
SAG
513
Spotlight Asset Group
Illinois
$1.2M -$29K -247 -2%
DADC
514
D.A. Davidson & Co
Montana
$1.19M +$168K +1,437 +16%
FP
515
Financial Perspectives
Minnesota
$1.19M -$505K -4,309 -30%
SIAP
516
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$1.18M +$117K +1,000 +11%
AWM
517
Altium Wealth Management
New York
$1.18M +$117K +996 +11%
HAIM
518
Hunter Associates Investment Management
Pennsylvania
$1.17M
BB
519
Berkshire Bank
Massachusetts
$1.16M +$99.6K +850 +9%
First Trust Advisors
520
First Trust Advisors
Illinois
$1.16M -$42.6K -363 -4%
FHA
521
First Horizon Advisors
Tennessee
$1.16M +$787K +6,721 +214%
FANJ
522
Financial Architects (New Jersey)
New Jersey
$1.15M -$34.7K -296 -3%
CAM
523
Cresset Asset Management
Illinois
$1.14M +$37.3K +318 +3%
CG
524
Colony Group
Massachusetts
$1.14M -$975K -8,319 -46%
TC
525
Trust Company
Kansas
$1.14M -$31.1K -265 -3%