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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 %
CWA
501
Consilio Wealth Advisors
Washington
$1.74M -$149K -1,359 -8%
IWP
502
Innova Wealth Partners
Pennsylvania
$1.74M -$20.2K -184 -1%
BA
503
Bellwether Advisors
Nebraska
$1.74M
JWS
504
Juncture Wealth Strategies
Arizona
$1.73M +$366K +3,333 +27%
HWM
505
HB Wealth Management
Georgia
$1.73M +$1.42M +12,998 +475%
CCA
506
Checchi Capital Advisers
California
$1.72M +$441K +4,024 +35%
CCM
507
Colorado Capital Management
Colorado
$1.7M -$338K -3,081 -17%
PCMC
508
Paragon Capital Management (Colorado)
Colorado
$1.7M -$67.9K -619 -4%
DSC
509
Duncker Streett & Co
Missouri
$1.7M -$140K -1,275 -8%
GI
510
Gradient Investments
Minnesota
$1.7M -$21.3K -194 -1%
CA
511
CoreCap Advisors
Michigan
$1.69M +$112K +1,017 +7%
JCM
512
Jacobi Capital Management
Pennsylvania
$1.69M -$50.7K -462 -3%
AR
513
Apeiron RIA
Texas
$1.69M -$137K -1,258 -7%
OC
514
Oppenheimer & Co
New York
$1.69M -$2.08M -18,964 -55%
ECM
515
Exchange Capital Management
Michigan
$1.69M +$135K +1,235 +9%
SCA
516
Stokes Capital Advisors
South Carolina
$1.69M +$1.69M +15,387 New
WAOI
517
Wealth Advisors of Iowa
Iowa
$1.68M -$148K -1,346 -8%
RFO
518
RiverGlades Family Offices
Florida
$1.67M -$452K -4,125 -21%
PPWM
519
PFG Private Wealth Management
Florida
$1.66M +$145K +1,321 +10%
COCM
520
Charter Oak Capital Management
New Hampshire
$1.66M -$165K -1,504 -9%
FFN
521
Focus Financial Network
Minnesota
$1.65M +$1.35M +12,276 +443%
KWM
522
Kingsview Wealth Management
Oregon
$1.65M +$158K +1,437 +11%
OR
523
Olympiad Research
Connecticut
$1.64M +$520K +4,747 +46%
TI
524
Truepoint Inc
Ohio
$1.63M +$1.08M +9,857 +196%
WCA
525
Westover Capital Advisors
Delaware
$1.62M -$70.5K -643 -4%