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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 %
BDFN
526
Bond & Devick Financial Network
Minnesota
$1.13M +$1.13M +9,639 New
PWMAG
527
Pinnacle Wealth Management Advisory Group
New Jersey
$1.13M -$170K -1,448 -13%
BWP
528
Bernardo Wealth Planning
Pennsylvania
$1.12M +$104K +891 +10%
CAAS
529
Capital Asset Advisory Services
Michigan
$1.11M +$879K +7,494 +380%
MA
530
MUFG Americas
New York
$1.1M +$29.9K +255 +3%
LCM
531
Liberty Capital Management
Michigan
$1.1M +$1.1M +9,341 New
AP
532
Advisors Preferred
Maryland
$1.09M +$1.09M +9,300 New
AFA
533
American Financial Advisors
Georgia
$1.07M +$820 +7 +0.1%
MWM
534
McNaughton Wealth Management
California
$1.07M
CAMG
535
CWA Asset Management Group
Florida
$1.07M +$1.07M +9,089 New
MLM
536
Mount Lucas Management
Pennsylvania
$1.05M +$99.5K +849 +10%
BRWA
537
B. Riley Wealth Advisors
Florida
$1.05M -$356K -3,038 -25%
NWM
538
Northwest Wealth Management
Iowa
$1.04M +$39.5K +337 +4%
ARG
539
Advisory Resource Group
Oklahoma
$1.02M -$90K -768 -8%
DWT
540
Dorsey & Whitney Trust
South Dakota
$1.02M +$341K +2,906 +50%
BCM
541
Brookstone Capital Management
Illinois
$1.02M +$610K +5,206 +150%
GWM
542
Geneos Wealth Management
Colorado
$1.01M +$869K +45,974 +602%
OFG
543
Oxford Financial Group
Indiana
$1.01M +$821 +7 +0.1%
YIA
544
YHB Investment Advisors
Connecticut
$994K +$994K +8,485 New
EWG
545
Executive Wealth Group
Washington
$992K +$2.58K +22 +0.3%
NA
546
NewEdge Advisors
Louisiana
$991K -$65.2K -556 -6%
W
547
WealthOne
New York
$983K -$29.3K -250 -3%
PAMG
548
Patton Albertson Miller Group
Tennessee
$968K -$5.88K -50 -0.6%
ACA
549
Ackerman Capital Advisors
Texas
$964K
MFGP
550
Marshall Financial Group (Pennsylvania)
Pennsylvania
$954K +$2.46K +21 +0.3%