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iShares National Muni Bond ETF

1,017 hedge funds and large institutions have $17.4B invested in iShares National Muni Bond ETF in 2021 Q2 according to their latest regulatory filings, with 76 funds opening new positions, 515 increasing their positions, 275 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,017
Holders Change
+22
Holders Change %
+2.21%
% of All Funds
17.75%
Holding in Top 10
75
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-10.71%
% of All Funds
1.31%
New
76
Increased
515
Reduced
275
Closed
39
Calls
$5.68M
Puts
$9.73M
Net Calls
-$4.04M
Net Calls Change
+$1.2M
Name Holding Trade Value Shares
Change
Shares
Change %
JFA
551
JNBA Financial Advisors
Minnesota
$1.2M
AIA
552
Avalon Investment & Advisory
Texas
$1.2M +$185K +1,580 +18%
LFAS
553
Level Four Advisory Services
Texas
$1.2M +$27.5K +235 +2%
BWP
554
Bernardo Wealth Planning
Pennsylvania
$1.19M +$2.58K +22 +0.2%
HIC
555
Holderness Investments Company
North Carolina
$1.19M +$108K +920 +10%
BFEC
556
Benjamin F. Edwards & Company
Missouri
$1.18M +$116K +986 +11%
WWM
557
Wiser Wealth Management
Georgia
$1.17M -$49.1K -419 -4%
MFG
558
Merit Financial Group
Georgia
$1.17M +$117K +1,000 +11%
SAG
559
Spotlight Asset Group
Illinois
$1.16M -$10.5K -90 -0.9%
CPW
560
Catalyst Private Wealth
California
$1.16M -$188K -1,601 -14%
OGF
561
Orin Green Financial
California
$1.15M +$447K +3,817 +64%
ODG
562
O'Dell Group
Ohio
$1.15M -$3.28K -28 -0.3%
BDFN
563
Bond & Devick Financial Network
Minnesota
$1.15M +$14.9K +127 +1%
AF
564
Advisornet Financial
Minnesota
$1.15M +$227K +1,940 +25%
MLM
565
Mount Lucas Management
Pennsylvania
$1.14M +$41.9K +358 +4%
AFA
566
American Financial Advisors
Georgia
$1.14M +$76.8K +655 +7%
TC
567
Trust Company
Kansas
$1.14M
SMG
568
Smart Money Group
Texas
$1.13M -$267K -2,316 -19%
CCMG
569
Clark Capital Management Group
Pennsylvania
$1.13M +$98.8K +843 +10%
VCM
570
Verde Capital Management
Michigan
$1.13M -$357K -3,049 -24%
MCM
571
Maryland Capital Management
Maryland
$1.13M -$32K -273 -3%
DAC
572
Dividend Assets Capital
South Carolina
$1.13M -$205K -1,750 -15%
NWM
573
Northwest Wealth Management
Iowa
$1.12M +$18.4K +157 +2%
CAG
574
Compass Advisory Group
New York
$1.1M +$7.62K +65 +0.7%
CA
575
Continuum Advisory
Idaho
$1.1M +$364K +3,108 +50%