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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 %
CFG
601
Cooper Financial Group
California
$757K +$757K +6,460 New
CL
602
Choreo LLC
Illinois
$752K +$752K +6,419 New
CIC
603
Carnegie Investment Counsel
Ohio
$748K +$139K +1,185 +23%
AF
604
Advisornet Financial
Minnesota
$745K -$393K -3,355 -35%
LWA
605
Lineweaver Wealth Advisors
Ohio
$739K -$18K -154 -2%
CCG
606
Chatham Capital Group
Georgia
$735K -$428K -3,650 -37%
LNWWM
607
Laird Norton Wetherby Wealth Management
California
$735K
MWC
608
MKD Wealth Coaches
Michigan
$730K +$122K +1,038 +20%
CCM
609
Covington Capital Management
California
$725K +$16.4K +140 +2%
BFG
610
Baron Financial Group
New Jersey
$723K +$544K +4,645 +306%
OPS
611
Orion Portfolio Solutions
Nebraska
$720K +$153K +1,306 +27%
LNWTC
612
Laird Norton Wetherby Trust Company
Washington
$720K +$720K +6,147 New
IFA
613
Interactive Financial Advisors
Illinois
$715K -$112K -951 -13%
BCM
614
Boltwood Capital Management
California
$715K
CCA
615
Column Capital Advisors
Indiana
$714K +$234 +2 +0%
AWA
616
ARQ Wealth Advisors
Arizona
$712K +$712K +6,072 New
BWM
617
Benchmark Wealth Management
Connecticut
$705K
NW
618
NewEdge Wealth
Pennsylvania
$700K +$700K +5,970 New
SP
619
Successful Portfolios
Florida
$697K +$586 +5 +0.1%
RSWM
620
Robertson Stephens Wealth Management
California
$694K +$482K +4,114 +227%
AL
621
ADE LLC
Maryland
$694K +$694K +5,917 New
RIM
622
Rockbridge Investment Management
New York
$682K +$52K +444 +8%
FWM
623
FSA Wealth Management
Massachusetts
$678K -$20K -171 -3%
CFS
624
CRA Financial Services
New Jersey
$676K +$403K +3,441 +148%
RFN
625
RDA Financial Network
Iowa
$665K +$1.88K +16 +0.3%