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iShares National Muni Bond ETF

995 hedge funds and large institutions have $15.9B invested in iShares National Muni Bond ETF in 2021 Q1 according to their latest regulatory filings, with 78 funds opening new positions, 506 increasing their positions, 251 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
995
Holders Change
+4
Holders Change %
+0.4%
% of All Funds
17.52%
Holding in Top 10
84
Holding in Top 10 Change
-16
Holding in Top 10 Change %
-16%
% of All Funds
1.48%
New
78
Increased
506
Reduced
251
Closed
68
Calls
$5.37M
Puts
$10.6M
Net Calls
-$5.25M
Net Calls Change
-$1.25M
Name Holding Trade Value Shares
Change
Shares
Change %
MWM
601
Minot Wealth Management
Massachusetts
$830K -$110K -950 -12%
TTWM
602
TCV Trust & Wealth Management
Virginia
$828K +$1.74K +15 +0.2%
AWM
603
Altium Wealth Management
New York
$826K -$342K -2,952 -29%
JAG
604
Journey Advisory Group
Kentucky
$822K +$323K +2,785 +65%
AIM
605
Axiom Investment Management
New York
$822K +$713K +6,153 +657%
SW
606
StrongBox Wealth
Missouri
$819K +$31.3K +270 +4%
MHS
607
M Holdings Securities
Oregon
$818K +$818K +7,048 New
LIA
608
LBMC Investment Advisors
Tennessee
$814K +$814K +7,015 New
EPP
609
ETF Portfolio Partners
Kansas
$813K -$929 -8 -0.1%
BTWM
610
Baker Tilly Wealth Management
Wisconsin
$807K +$160K +1,381 +25%
VCM
611
Vivaldi Capital Management
Illinois
$802K -$485K -4,159 -38%
APW
612
Acima Private Wealth
Virginia
$802K +$701K +6,042 +696%
WP
613
WealthPLAN Partners
Nebraska
$801K +$46.1K +396 +6%
RWMH
614
Riverpoint Wealth Management Holdings
Illinois
$800K +$158K +1,364 +25%
MPCG
615
Matrix Private Capital Group
New York
$793K +$5.8K +50 +0.7%
PFS
616
Prospera Financial Services
Texas
$783K +$281K +2,418 +56%
CIC
617
Carnegie Investment Counsel
Ohio
$776K +$36K +310 +5%
AWM
618
Altavista Wealth Management
North Carolina
$774K
SB
619
Strategic Blueprint
Georgia
$768K +$495K +4,265 +181%
SWM
620
SeaCrest Wealth Management
New York
$767K +$116 +1 +0%
BC
621
Brio Consultants
California
$766K +$471K +4,063 +160%
SW
622
SVB Wealth
Massachusetts
$764K +$928 +8 +0.1%
CCA
623
Checchi Capital Advisers
California
$759K
VWA
624
Visionary Wealth Advisors
Illinois
$759K +$122K +1,048 +19%
CF
625
Centaurus Financial
California
$756K -$158K -1,364 -17%