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iShares National Muni Bond ETF

1,017 hedge funds and large institutions have $17.4B invested in iShares National Muni Bond ETF in 2021 Q2 according to their latest regulatory filings, with 76 funds opening new positions, 515 increasing their positions, 275 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,017
Holders Change
+22
Holders Change %
+2.21%
% of All Funds
17.75%
Holding in Top 10
75
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-10.71%
% of All Funds
1.31%
New
76
Increased
515
Reduced
275
Closed
39
Calls
$5.68M
Puts
$9.73M
Net Calls
-$4.04M
Net Calls Change
+$1.2M
Name Holding Trade Value Shares
Change
Shares
Change %
SS
601
Simplicity Solutions
Minnesota
$939K -$131K -1,117 -12%
BCM
602
Bowie Capital Management
Texas
$938K
LIA
603
LBMC Investment Advisors
Tennessee
$930K +$108K +923 +13%
SAF
604
Smith Anglin Financial
Texas
$924K +$3.17K +27 +0.3%
MWM
605
McNaughton Wealth Management
California
$922K
PFT
606
Providence First Trust
Arizona
$921K
AFWM
607
AMJ Financial Wealth Management
Virginia
$920K +$355K +3,026 +63%
WCF
608
West Coast Financial
California
$909K -$4.57K -39 -0.5%
MFGP
609
Marshall Financial Group (Pennsylvania)
Pennsylvania
$906K +$2.34K +20 +0.3%
CFD
610
Creative Financial Designs
Indiana
$900K +$270K +2,301 +43%
IP
611
Investment Partners
Ohio
$894K
CCT
612
Country Club Trust
Missouri
$890K +$250K +2,140 +39%
FNT
613
First National Trust
Pennsylvania
$886K
JAG
614
Journey Advisory Group
Kentucky
$883K +$52.4K +447 +6%
EPP
615
ETF Portfolio Partners
Kansas
$883K +$61.9K +528 +8%
Squarepoint
616
Squarepoint
New York
$883K +$883K +7,532 New
RSWM
617
Robertson Stephens Wealth Management
California
$882K +$273K +2,328 +45%
CAM
618
Crestone Asset Management
Colorado
$881K +$450K +3,843 +105%
SAM
619
Strategy Asset Managers
California
$881K +$482K +4,115 +121%
MWC
620
MKD Wealth Coaches
Michigan
$860K -$34.1K -291 -4%
AWM
621
Altium Wealth Management
New York
$859K +$24.5K +209 +3%
MPCG
622
Matrix Private Capital Group
New York
$846K +$44.8K +382 +6%
SB
623
Strategic Blueprint
Georgia
$844K +$68.7K +586 +9%
HWMA
624
Heritage Wealth Management (Arizona)
Arizona
$842K +$592K +5,054 +237%
CIC
625
Carnegie Investment Counsel
Ohio
$834K +$50.4K +430 +6%