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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 %
FWA
526
FOCUS Wealth Advisors
Texas
$1.61M -$281K -2,565 -15%
YIA
527
YHB Investment Advisors
Connecticut
$1.6M -$662K -6,041 -29%
USCWA
528
U.S. Capital Wealth Advisors
Texas
$1.6M +$904K +8,249 +130%
CPSC
529
Carl P. Sherr & Co
Massachusetts
$1.59M
FFS
530
Founders Financial Securities
Maryland
$1.58M -$660K -6,019 -29%
CFC
531
Client First Capital
California
$1.57M +$826K +7,538 +111%
EA
532
Efficient Advisors
Ohio
$1.57M -$43K -392 -3%
MWM
533
McNaughton Wealth Management
California
$1.57M +$494K +4,504 +46%
ACS
534
Archford Capital Strategies
Illinois
$1.56M +$26.6K +244 +2%
HI
535
Horizon Investments
North Carolina
$1.55M -$649K -5,933 -29%
SVWAG
536
Sound View Wealth Advisors Group
Georgia
$1.55M
HF
537
Halpern Financial
Virginia
$1.55M +$1.55M +14,153 New
AC
538
Anson Capital
Georgia
$1.54M +$203K +1,854 +15%
PCA
539
Permit Capital Advisors
Pennsylvania
$1.54M +$1.54M +14,350 New
BZWA
540
Blue Zone Wealth Advisors
California
$1.54M -$678K -6,185 -31%
PJSIMP
541
P.J. Schmidt Investment Management (PJS)
Wisconsin
$1.54M -$301K -2,824 -16%
CA
542
Continuum Advisory
Idaho
$1.53M +$190K +1,778 +14%
BFA
543
BMS Financial Advisors
South Dakota
$1.52M +$476K +4,347 +46%
NAM
544
NTV Asset Management
West Virginia
$1.51M
Brown Advisory
545
Brown Advisory
Maryland
$1.51M +$1.32M +12,022 +675%
PA
546
Procyon Advisors
Connecticut
$1.51M +$35.8K +326 +2%
JBA
547
Johnson Bixby & Associates
Washington
$1.51M +$669K +6,106 +80%
EWP
548
Engrave Wealth Partners
Texas
$1.5M -$1.84M -16,748 -55%
CA
549
Calton & Associates
Florida
$1.5M -$503K -4,587 -25%
SSWM
550
Smith Salley Wealth Management
North Carolina
$1.49M