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iShares National Muni Bond ETF

1,015 hedge funds and large institutions have $17.9B invested in iShares National Muni Bond ETF in 2021 Q3 according to their latest regulatory filings, with 62 funds opening new positions, 498 increasing their positions, 289 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,015
Holders Change
-2
Holders Change %
-0.2%
% of All Funds
17.83%
Holding in Top 10
71
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-5.33%
% of All Funds
1.25%
New
62
Increased
498
Reduced
289
Closed
51
Calls
$5.25M
Puts
$6.04M
Net Calls
-$789K
Net Calls Change
+$3.25M
Name Holding Trade Value Shares
Change
Shares
Change %
CW
601
CreativeOne Wealth
Kansas
$925K +$384K +3,304 +71%
SPFA
602
Summit Place Financial Advisors
New Jersey
$917K -$20.3K -175 -2%
HWAM
603
Hennion & Walsh Asset Management
New Jersey
$916K +$288K +2,479 +46%
PFT
604
Providence First Trust
Arizona
$913K
CFD
605
Creative Financial Designs
Indiana
$912K +$19.5K +168 +2%
SAF
606
Smith Anglin Financial
Texas
$909K -$6.16K -53 -0.7%
TIA
607
Traphagen Investment Advisors
New Jersey
$908K -$54.9K -473 -6%
PWLP
608
Prio Wealth Limited Partnership
Massachusetts
$892K -$867K -7,459 -49%
IP
609
Investment Partners
Ohio
$886K
HCM
610
HMS Capital Management
Tennessee
$885K +$885K +7,618 New
SB
611
Strategic Blueprint
Georgia
$883K +$46.9K +404 +6%
MWM
612
Meridian Wealth Management
Kentucky
$878K +$251K +2,156 +40%
MA
613
MONECO Advisors
Connecticut
$877K +$877K +7,548 New
WCF
614
West Coast Financial
California
$876K -$25K -215 -3%
EPP
615
ETF Portfolio Partners
Kansas
$873K -$1.74K -15 -0.2%
RSWM
616
Robertson Stephens Wealth Management
California
$870K -$4.18K -36 -0.5%
MWM
617
McNaughton Wealth Management
California
$866K -$47.5K -409 -5%
RWP
618
RWA Wealth Partners
Massachusetts
$854K -$557K -4,794 -39%
MWC
619
MKD Wealth Coaches
Michigan
$852K -$1.05K -9 -0.1%
WP
620
WealthPLAN Partners
Nebraska
$846K +$22.4K +193 +3%
MPCG
621
Matrix Private Capital Group
New York
$844K +$5.58K +48 +0.7%
SFWA
622
Summit Financial Wealth Advisors
Louisiana
$841K +$23K +198 +3%
SW
623
StrongBox Wealth
Missouri
$840K +$19.8K +170 +2%
NFG
624
Nations Financial Group
Iowa
$834K +$18K +155 +2%
CIC
625
Carnegie Investment Counsel
Ohio
$827K