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iShares National Muni Bond ETF

1,126 hedge funds and large institutions have $22.2B invested in iShares National Muni Bond ETF in 2022 Q3 according to their latest regulatory filings, with 101 funds opening new positions, 451 increasing their positions, 447 reducing their positions, and 104 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,126
Holders Change
-26
Holders Change %
-2.26%
% of All Funds
19.47%
Holding in Top 10
96
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-2.04%
% of All Funds
1.66%
New
101
Increased
451
Reduced
447
Closed
104
Calls
$6.23M
Puts
$30.1M
Net Calls
-$23.8M
Net Calls Change
+$23.6M
Name Holding Trade Value Shares
Change
Shares
Change %
AWE
501
Avidian Wealth Enterprises
Texas
$1.61M -$3.16M -30,766 -66%
GKWIM
502
Gerber Kawasaki Wealth & Investment Management
California
$1.6M -$2.72M -26,557 -63%
RWA
503
Rainsberger Wealth Advisors
Colorado
$1.6M -$288K -2,809 -15%
BFM
504
Boothbay Fund Management
New York
$1.6M +$583K +5,685 +57%
WA
505
Wealth Alliance
New York
$1.6M -$567K -5,525 -26%
DSC
506
Duncker Streett & Co
Missouri
$1.59M
CPW
507
Catalyst Private Wealth
California
$1.57M -$2.01M -19,576 -56%
PPWM
508
PFG Private Wealth Management
Florida
$1.57M +$41.4K +404 +3%
CMBA
509
C.M. Bidwell & Associates
Hawaii
$1.55M +$1.51M +14,707 +3,742%
PMG
510
ProVise Management Group
Florida
$1.54M +$128K +1,251 +9%
AR
511
Apeiron RIA
Texas
$1.54M -$287K -2,773 -16%
ACM
512
Ascendant Capital Management
California
$1.54M +$513K +5,000 +50%
WA
513
Waverly Advisors
Alabama
$1.54M -$363K -3,543 -19%
FTS
514
Fifth Third Securities
Ohio
$1.52M -$209K -2,037 -12%
ACS
515
Archford Capital Strategies
Illinois
$1.51M -$38.1K -371 -2%
FWA
516
FOCUS Wealth Advisors
Texas
$1.51M +$820 +8 +0.1%
4WM
517
4J Wealth Management
Virginia
$1.51M +$171K +1,664 +13%
CFA
518
Cahill Financial Advisors
Minnesota
$1.5M -$8K -78 -0.5%
WFA
519
Wade Financial Advisory
California
$1.5M +$309K +3,009 +26%
SC
520
Savant Capital
Illinois
$1.49M -$344K -3,355 -19%
RPGK
521
Retirement Planning Group (Kansas)
Kansas
$1.49M -$1.7M -16,536 -53%
TWA
522
TPB Wealth Advisors
Texas
$1.49M -$227K -2,210 -13%
CPSC
523
Carl P. Sherr & Co
Massachusetts
$1.48M
AIA
524
Avalon Investment & Advisory
Texas
$1.48M +$202K +1,967 +16%
CCM
525
Covington Capital Management
California
$1.48M +$438K +4,271 +42%