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iShares National Muni Bond ETF

1,126 hedge funds and large institutions have $22.2B invested in iShares National Muni Bond ETF in 2022 Q3 according to their latest regulatory filings, with 101 funds opening new positions, 451 increasing their positions, 447 reducing their positions, and 104 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,126
Holders Change
-26
Holders Change %
-2.26%
% of All Funds
19.47%
Holding in Top 10
96
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-2.04%
% of All Funds
1.66%
New
101
Increased
451
Reduced
447
Closed
104
Calls
$6.23M
Puts
$30.1M
Net Calls
-$23.8M
Net Calls Change
+$23.6M
Name Holding Trade Value Shares
Change
Shares
Change %
RBC
576
Romano Brothers & Co
Illinois
$1.19M +$1.19M +11,595 New
SIAP
577
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$1.19M +$51.3K +500 +5%
NEGWA
578
New England Guild Wealth Advisors
Connecticut
$1.19M +$1.19M +11,557 New
HAIM
579
Hunter Associates Investment Management
Pennsylvania
$1.18M +$35.9K +350 +3%
MIM
580
MetLife Investment Management
New Jersey
$1.18M
DC
581
Davenport & Co
Virginia
$1.17M -$1.07M -10,391 -48%
CWM
582
Collaborative Wealth Management
Florida
$1.16M -$46.3K -451 -4%
PG
583
Patten Group
Tennessee
$1.15M -$130K -1,255 -10%
BWG
584
Beta Wealth Group
California
$1.14M -$5.99M -58,428 -84%
AO
585
Advisor OS
Illinois
$1.12M -$2.65M -25,826 -70%
PCMC
586
Paragon Capital Management (Colorado)
Colorado
$1.12M -$47.2K -460 -4%
BG
587
Benedetti & Gucer
Georgia
$1.12M +$341K +3,328 +44%
MWM
588
Meridian Wealth Management
Kentucky
$1.11M +$292K +2,843 +36%
BWA
589
Beam Wealth Advisors
Louisiana
$1.1M +$341K +3,326 +45%
BAM
590
Belpointe Asset Management
Nevada
$1.09M +$137K +1,337 +14%
CC
591
Callan Capital
California
$1.09M +$1.09M +10,600 New
BRWA
592
B. Riley Wealth Advisors
Florida
$1.08M -$36.2K -353 -3%
JWS
593
Juncture Wealth Strategies
Arizona
$1.07M +$373K +3,632 +53%
CM
594
Columbus Macro
Pennsylvania
$1.07M -$130K -1,271 -11%
FAIM
595
Financial Advocates Investment Management
Washington
$1.07M -$1.39M -13,545 -57%
SMG
596
Spectrum Management Group
Indiana
$1.06M +$249K +2,422 +31%
SIC
597
Sterling Investment Counsel
New York
$1.06M +$479K +4,666 +83%
MA
598
McBroom & Associates
Nevada
$1.05M -$190K -1,856 -15%
SSC
599
Syverson Strege & Co
Iowa
$1.04M +$169K +1,644 +19%
FSG
600
Financial Strategies Group
Michigan
$1.04M +$648K +6,313 +167%