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iShares National Muni Bond ETF

1,015 hedge funds and large institutions have $17.9B invested in iShares National Muni Bond ETF in 2021 Q3 according to their latest regulatory filings, with 62 funds opening new positions, 498 increasing their positions, 289 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,015
Holders Change
-2
Holders Change %
-0.2%
% of All Funds
17.83%
Holding in Top 10
71
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-5.33%
% of All Funds
1.25%
New
62
Increased
498
Reduced
289
Closed
51
Calls
$5.25M
Puts
$6.04M
Net Calls
-$789K
Net Calls Change
+$3.25M
Name Holding Trade Value Shares
Change
Shares
Change %
SAG
551
Spotlight Asset Group
Illinois
$1.16M +$3.95K +34 +0.3%
WWM
552
Wiser Wealth Management
Georgia
$1.15M -$9.76K -84 -0.8%
VFA
553
Valeo Financial Advisors
Indiana
$1.14M -$343K -2,949 -23%
NWM
554
Northwest Wealth Management
Iowa
$1.14M +$28.1K +242 +3%
ODG
555
O'Dell Group
Ohio
$1.13M -$12.9K -111 -1%
TC
556
Trust Company
Kansas
$1.13M
MCM
557
Maryland Capital Management
Maryland
$1.12M
DAC
558
Dividend Assets Capital
South Carolina
$1.12M
TGAM
559
TBH Global Asset Management
Tennessee
$1.12M -$161K -1,386 -13%
KPWG
560
KFA Private Wealth Group
Virginia
$1.12M +$91.2K +785 +9%
CAG
561
Compass Advisory Group
New York
$1.1M +$11.3K +97 +1%
CA
562
Continuum Advisory
Idaho
$1.1M +$16.4K +141 +2%
BFEC
563
Benjamin F. Edwards & Company
Missouri
$1.1M -$76.1K -655 -6%
GWMIA
564
Global Wealth Management Investment Advisory
Florida
$1.1M +$29.6K +255 +3%
IC
565
Inscription Capital
Texas
$1.09M +$1.09M +9,372 New
CIAS
566
Capital Investment Advisory Services
North Carolina
$1.09M -$453K -3,897 -29%
FWM
567
FFT Wealth Management
Pennsylvania
$1.08M -$119K -1,025 -10%
KP
568
Keel Point
Alabama
$1.08M -$1.53M -13,175 -59%
DWT
569
Dorsey & Whitney Trust
South Dakota
$1.07M -$314K -2,705 -23%
First Trust Advisors
570
First Trust Advisors
Illinois
$1.07M +$108K +930 +11%
CF
571
Centaurus Financial
California
$1.07M +$260K +2,238 +32%
CM
572
Columbus Macro
Pennsylvania
$1.07M -$13K -112 -1%
MLM
573
Mount Lucas Management
Pennsylvania
$1.06M -$68.6K -590 -6%
CCM
574
Covington Capital Management
California
$1.06M +$90.1K +775 +9%
PWMAG
575
Pinnacle Wealth Management Advisory Group
New Jersey
$1.06M