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iShares National Muni Bond ETF

991 hedge funds and large institutions have $15.5B invested in iShares National Muni Bond ETF in 2020 Q4 according to their latest regulatory filings, with 166 funds opening new positions, 487 increasing their positions, 194 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
991
Holders Change
+119
Holders Change %
+13.65%
% of All Funds
17.58%
Holding in Top 10
100
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+11.11%
% of All Funds
1.77%
New
166
Increased
487
Reduced
194
Closed
32
Calls
$5.36M
Puts
$9.35M
Net Calls
-$4M
Net Calls Change
+$33M
Name Holding Trade Value Shares
Change
Shares
Change %
KWM
576
Kingsview Wealth Management
Oregon
$844K +$120K +1,022 +17%
HPC
577
HM Payson & Co
Maine
$840K +$634K +5,408 +307%
TTWM
578
TCV Trust & Wealth Management
Virginia
$835K -$53.9K -460 -6%
VC
579
Veracity Capital
Georgia
$822K -$91.4K -780 -10%
EPP
580
ETF Portfolio Partners
Kansas
$822K -$2.23K -19 -0.3%
AWC
581
Abundance Wealth Counselors
Pennsylvania
$817K +$487K +4,157 +148%
BCM
582
BTC Capital Management
Iowa
$811K +$9.25K +79 +1%
JWS
583
Juncture Wealth Strategies
Arizona
$805K +$115K +983 +17%
KPWG
584
KFA Private Wealth Group
Virginia
$803K -$6.56K -56 -0.8%
AFC
585
AFT Forsyth & Company
Florida
$796K -$264K -2,250 -25%
MPCG
586
Matrix Private Capital Group
New York
$795K +$21.1K +180 +3%
SW
587
StrongBox Wealth
Missouri
$795K +$25.5K +218 +3%
GWMIA
588
Global Wealth Management Investment Advisory
Florida
$791K
AWM
589
Altavista Wealth Management
North Carolina
$782K
CPW
590
Catalyst Private Wealth
California
$781K +$83.2K +710 +12%
SWM
591
SeaCrest Wealth Management
New York
$775K +$234 +2 +0%
SW
592
SVB Wealth
Massachusetts
$770K -$16.4K -140 -2%
SWA
593
Stratos Wealth Advisors
Ohio
$767K +$64.7K +552 +9%
CCA
594
Checchi Capital Advisers
California
$767K +$143K +1,219 +23%
MW
595
MBL Wealth
North Carolina
$765K +$765K +6,500 New
WP
596
WealthPLAN Partners
Nebraska
$761K -$45.5K -388 -6%
HCM
597
Harvey Capital Management
Florida
$761K
TPCW
598
TD Private Client Wealth
New York
$759K +$41K +350 +6%
HH
599
Hilltop Holdings
Texas
$759K -$63.3K -540 -8%
C1AG
600
Client 1st Advisory Group
Florida
$758K +$234K +1,998 +45%