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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 %
GWMIA
551
Global Wealth Management Investment Advisory
Florida
$1.06M +$281K +2,422 +36%
AT
552
Arden Trust
Delaware
$1.06M +$183K +1,575 +21%
PWMAG
553
Pinnacle Wealth Management Advisory Group
New Jersey
$1.06M -$58K -500 -5%
SS
554
Simplicity Solutions
Minnesota
$1.06M -$38.5M -331,793 -97%
BFEC
555
Benjamin F. Edwards & Company
Missouri
$1.06M -$576K -4,963 -35%
ARG
556
Advisory Resource Group
Oklahoma
$1.05M +$43.5K +375 +4%
PA
557
Procyon Advisors
Connecticut
$1.05M +$174K +1,500 +20%
AFA
558
American Financial Advisors
Georgia
$1.05M -$6.03K -52 -0.6%
RPC
559
Rossmore Private Capital
Connecticut
$1.04M -$522K -5,000 -33%
MFG
560
Merit Financial Group
Georgia
$1.04M +$696K +6,000 +200%
YIA
561
YHB Investment Advisors
Connecticut
$1.04M +$47.4K +405 +5%
BCM
562
Brookstone Capital Management
Illinois
$1.02M +$16.9K +146 +2%
CCMG
563
Clark Capital Management Group
Pennsylvania
$1.02M +$754K +6,492 +279%
MFWM
564
Motley Fool Wealth Management
Virginia
$1.02M +$1.02M +8,823 New
AF
565
Arrow Financial
New York
$1.01M +$153K +1,315 +18%
AIA
566
Avalon Investment & Advisory
Texas
$1.01M +$597K +5,143 +146%
First Trust Advisors
567
First Trust Advisors
Illinois
$1M -$145K -1,249 -13%
OFG
568
Oxford Financial Group
Indiana
$997K -$812 -7 -0.1%
W
569
WealthOne
New York
$987K +$13.5K +116 +1%
JWS
570
Juncture Wealth Strategies
Arizona
$984K +$186K +1,605 +23%
EWG
571
Executive Wealth Group
Washington
$983K +$812 +7 +0.1%
CFG
572
Cooper Financial Group
California
$976K +$227K +1,954 +30%
C1AG
573
Client 1st Advisory Group
Florida
$975K +$224K +1,926 +30%
KPWG
574
KFA Private Wealth Group
Virginia
$965K +$170K +1,461 +21%
CG
575
Colony Group
Massachusetts
$956K -$169K -1,458 -15%