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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 %
JWCA
526
J.W. Cole Advisors
Florida
$1.17M -$51.6K -445 -4%
SAG
527
Spotlight Asset Group
Illinois
$1.16M -$27.2K -234 -2%
LFAS
528
Level Four Advisory Services
Texas
$1.16M -$75.4K -650 -6%
HAIM
529
Hunter Associates Investment Management
Pennsylvania
$1.16M
TPCW
530
TD Private Client Wealth
New York
$1.16M +$408K +3,519 +54%
CAG
531
Csenge Advisory Group
Florida
$1.16M +$812K +6,982 +235%
BB
532
Berkshire Bank
Massachusetts
$1.15M
FANJ
533
Financial Architects (New Jersey)
New Jersey
$1.15M +$19K +164 +2%
MCM
534
Maryland Capital Management
Maryland
$1.15M -$232K -1,998 -17%
MCC
535
Money Concepts Capital
Florida
$1.15M -$1.09M -9,427 -49%
ODG
536
O'Dell Group
Ohio
$1.14M +$249K +2,142 +28%
WS
537
Wedbush Securities
California
$1.14M +$559K +4,812 +96%
TIA
538
Traphagen Investment Advisors
New Jersey
$1.13M -$313K -2,700 -22%
TC
539
Trust Company
Kansas
$1.13M
BDFN
540
Bond & Devick Financial Network
Minnesota
$1.12M +$4.76K +41 +0.4%
CAM
541
Cresset Asset Management
Illinois
$1.12M -$16.1K -139 -1%
TPWA
542
TRUE Private Wealth Advisors
Oregon
$1.11M -$19.3M -166,648 -95%
ClearBridge Investments
543
ClearBridge Investments
New York
$1.1M +$183K +1,575 +20%
NWM
544
Northwest Wealth Management
Iowa
$1.09M +$58.1K +501 +6%
PA
545
PFG Advisors
Arizona
$1.09M +$594K +5,120 +120%
CM
546
Columbus Macro
Pennsylvania
$1.09M -$213K -1,832 -16%
MLM
547
Mount Lucas Management
Pennsylvania
$1.09M +$46.1K +397 +4%
CAG
548
Compass Advisory Group
New York
$1.08M -$486K -4,187 -31%
LCM
549
Liberty Capital Management
Michigan
$1.08M
HIC
550
Holderness Investments Company
North Carolina
$1.07M +$792K +6,821 +288%