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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 %
JCM
501
Jacobi Capital Management
Pennsylvania
$1.85M -$52K -447 -3%
BA
502
Bellwether Advisors
Nebraska
$1.84M
EFS
503
Econ Financial Services
Pennsylvania
$1.84M +$1.84M +15,838 New
4WM
504
4J Wealth Management
Virginia
$1.84M +$39.3K +338 +2%
WFA
505
Wade Financial Advisory
California
$1.83M +$234K +2,011 +15%
LNWTC
506
Laird Norton Wetherby Trust Company
Washington
$1.82M +$1.48M +12,745 +432%
GI
507
Gradient Investments
Minnesota
$1.82M -$1.5M -12,928 -45%
TWA
508
TPB Wealth Advisors
Texas
$1.79M +$111K +965 +7%
QCM
509
Quest Capital Management
Texas
$1.79M +$1.79M +15,399 New
WCA
510
Westover Capital Advisors
Delaware
$1.79M +$1.86K +16 +0.1%
BC
511
Brio Consultants
California
$1.78M +$292K +2,512 +20%
TC
512
Telemus Capital
Michigan
$1.78M +$496K +4,270 +39%
MI
513
Moneywise Inc
Virginia
$1.77M -$222K -1,908 -11%
AWAG
514
ARS Wealth Advisors Group
Florida
$1.74M +$174K +1,500 +11%
UWM
515
USAdvisors Wealth Management
Minnesota
$1.73M +$424K +3,649 +32%
SFO
516
Stokes Family Office
Louisiana
$1.73M +$971K +8,351 +129%
LHWM
517
Lake Hills Wealth Management
Texas
$1.72M +$1.72M +14,830 New
EA
518
Efficient Advisors
Ohio
$1.71M +$1.63K +14 +0.1%
BWM
519
BCGM Wealth Management
Indiana
$1.69M -$3.72K -32 -0.2%
CPSC
520
Carl P. Sherr & Co
Massachusetts
$1.68M
CA
521
CoreCap Advisors
Michigan
$1.68M +$1.68M +14,406 New
TWM
522
Tolleson Wealth Management
Texas
$1.66M -$1.25M -10,749 -43%
Squarepoint
523
Squarepoint
New York
$1.65M +$1.65M +14,225 New
SVWAG
524
Sound View Wealth Advisors Group
Georgia
$1.65M
ECM
525
Exchange Capital Management
Michigan
$1.65M -$749K -6,445 -31%