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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 %
Neuberger Berman Group
626
Neuberger Berman Group
New York
$659K -$50.2K -428 -7%
PFA
627
Paradigm Financial Advisors
Missouri
$657K +$306K +2,612 +87%
MCWS
628
McKinley Carter Wealth Services
West Virginia
$657K +$657K +5,607 New
RWB
629
RMR Wealth Builders
New Jersey
$656K -$937K -7,999 -59%
BTWM
630
Baker Tilly Wealth Management
Wisconsin
$653K +$653K +5,573 New
TAM
631
Todd Asset Management
Kentucky
$649K -$20.4K -175 -3%
RWMH
632
Riverpoint Wealth Management Holdings
Illinois
$648K -$11.4K -97 -2%
CWA
633
Clearview Wealth Advisors
Oregon
$648K +$648K +5,525 New
CFB
634
Cullen/Frost Bankers
Texas
$646K
WP
635
WMS Partners
Maryland
$644K +$1.87K +16 +0.3%
VWA
636
Visionary Wealth Advisors
Illinois
$644K +$63.6K +543 +11%
BHWM
637
Bar Harbor Wealth Management
New Hampshire
$640K
CWM
638
Chesapeake Wealth Management
Virginia
$640K +$43.4K +370 +7%
SWM
639
SigFig Wealth Management
California
$635K +$146K +1,242 +30%
BBHC
640
Brown Brothers Harriman & Co
New York
$633K
CA
641
Continuum Advisory
Idaho
$633K +$131K +1,115 +26%
KFP
642
KMG Fiduciary Partners
Ohio
$627K +$12.7K +108 +2%
CA
643
CGN Advisors
Kansas
$627K +$627K +5,349 New
FCA
644
FLC Capital Advisors
California
$626K
JCM
645
Jag Capital Management
Missouri
$619K
HTC
646
Haverford Trust Company
Pennsylvania
$614K -$300K -2,560 -33%
CCT
647
Country Club Trust
Missouri
$611K +$117K +1,000 +24%
ACI
648
Alpha Cubed Investments
California
$606K +$100K +856 +20%
SWA
649
Sutton Wealth Advisors
Florida
$594K +$35.6K +304 +6%
WS
650
Wedbush Securities
California
$590K -$10.3K -88 -2%