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iShares National Muni Bond ETF

995 hedge funds and large institutions have $15.9B invested in iShares National Muni Bond ETF in 2021 Q1 according to their latest regulatory filings, with 78 funds opening new positions, 506 increasing their positions, 251 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
995
Holders Change
+4
Holders Change %
+0.4%
% of All Funds
17.52%
Holding in Top 10
84
Holding in Top 10 Change
-16
Holding in Top 10 Change %
-16%
% of All Funds
1.48%
New
78
Increased
506
Reduced
251
Closed
68
Calls
$5.37M
Puts
$10.6M
Net Calls
-$5.25M
Net Calls Change
-$1.25M
Name Holding Trade Value Shares
Change
Shares
Change %
DAC
501
Dividend Assets Capital
South Carolina
$1.32M
TC
502
Telemus Capital
Michigan
$1.31M -$157K -1,350 -11%
CWM
503
Collaborative Wealth Management
Florida
$1.31M +$1.31M +11,930 New
PFA
504
Paradigm Financial Advisors
Missouri
$1.3M +$653K +5,626 +100%
OFG
505
Omega Financial Group
California
$1.29M
SIAP
506
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$1.29M +$116K +1,000 +10%
RC
507
Reik & Co
New York
$1.29M +$1.29M +11,075 New
JCM
508
Jag Capital Management
Missouri
$1.28M +$666K +5,742 +109%
WA
509
Winfield Associates
Ohio
$1.27M
HAC
510
Harbor Advisory Corp
New Hampshire
$1.27M +$1.27M +10,901 New
SWP
511
Summit Wealth Partners
Florida
$1.26M -$12.1K -104 -0.9%
COCM
512
Charter Oak Capital Management
New Hampshire
$1.26M +$416K +3,584 +49%
RA
513
RFG Advisory
Alabama
$1.26M +$28.9K +249 +2%
RMA
514
Roffman Miller Associates
Pennsylvania
$1.25M +$1.05K +9 +0.1%
GJIC
515
Gamble Jones Investment Counsel
California
$1.25M +$348 +3 +0%
AP
516
Advisor Partners
California
$1.25M +$1.25M +10,772 New
UWM
517
USAdvisors Wealth Management
Minnesota
$1.24M +$1.24M +10,657 New
MA
518
MUFG Americas
New York
$1.21M +$126K +1,084 +12%
LSPW
519
Lake Street Private Wealth
Illinois
$1.21M
APWA
520
Atlas Private Wealth Advisors
New Jersey
$1.21M -$226K -1,948 -16%
WWM
521
Wiser Wealth Management
Georgia
$1.21M -$915K -7,884 -43%
IA
522
IFG Advisory
Georgia
$1.2M +$332K +2,866 +38%
TGAM
523
TBH Global Asset Management
Tennessee
$1.2M -$86.2K -743 -7%
JFA
524
JNBA Financial Advisors
Minnesota
$1.19M
BWP
525
Bernardo Wealth Planning
Pennsylvania
$1.17M +$68.8K +593 +6%