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iShares National Muni Bond ETF

1,158 hedge funds and large institutions have $19.1B invested in iShares National Muni Bond ETF in 2022 Q1 according to their latest regulatory filings, with 103 funds opening new positions, 476 increasing their positions, 419 reducing their positions, and 97 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,158
Holders Change
-12
Holders Change %
-1.03%
% of All Funds
18.33%
Holding in Top 10
89
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-1.11%
% of All Funds
1.41%
New
103
Increased
476
Reduced
419
Closed
97
Calls
$2.37M
Puts
$12.8M
Net Calls
-$10.4M
Net Calls Change
-$9.18M
Name Holding Trade Value Shares
Change
Shares
Change %
TW
601
Towerpoint Wealth
California
$1.18M +$129K +1,180 +12%
WA
602
Winfield Associates
Ohio
$1.17M +$26.6K +243 +2%
VFA
603
Valeo Financial Advisors
Indiana
$1.16M -$140K -1,273 -11%
OGF
604
Orin Green Financial
California
$1.16M -$12.3K -112 -1%
IA
605
IFG Advisory
Georgia
$1.16M -$243K -2,222 -17%
SB
606
Strategic Blueprint
Georgia
$1.15M -$171K -1,560 -13%
HIF
607
Hill Island Financial
Michigan
$1.15M -$725K -6,613 -39%
CCG
608
Chatham Capital Group
Georgia
$1.15M -$274K -2,500 -19%
AIA
609
Armor Investment Advisors
North Carolina
$1.15M -$158K -1,444 -12%
CIM
610
Cambria Investment Management
California
$1.14M -$301K -2,742 -21%
CAG
611
Compass Advisory Group
New York
$1.13M +$81.4K +742 +8%
RWA
612
RGT Wealth Advisors
Texas
$1.12M +$9.21K +84 +0.8%
BB
613
Berkshire Bank
Massachusetts
$1.12M -$328K -2,996 -23%
BRWA
614
B. Riley Wealth Advisors
Florida
$1.12M -$407K -3,709 -27%
AAS
615
Ameritas Advisory Services
Nebraska
$1.12M -$56.3K -513 -5%
WWM
616
Wiser Wealth Management
Georgia
$1.12M +$30.8K +281 +3%
AF
617
Arrow Financial
New York
$1.11M +$109K +995 +11%
AAM
618
Autus Asset Management
Arizona
$1.11M -$1.14M -10,371 -51%
BDFN
619
Bond & Devick Financial Network
Minnesota
$1.11M -$159K -1,448 -13%
BWP
620
Bernardo Wealth Planning
Pennsylvania
$1.1M -$142K -1,295 -11%
CCMG
621
Clark Capital Management Group
Pennsylvania
$1.09M -$2.01M -18,302 -65%
CCM
622
Covington Capital Management
California
$1.09M +$53.2K +485 +5%
BFM
623
Broadview Financial Management
Wisconsin
$1.07M +$1.07M +9,775 New
DAC
624
Dividend Assets Capital
South Carolina
$1.07M +$14.3K +130 +1%
AFA
625
American Financial Advisors
Georgia
$1.07M -$79.3K -723 -7%