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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 %
HCM
626
Harvey Capital Management
Florida
$754K
VPIM
627
Vanguard Personalized Indexing Management
California
$747K -$156K -1,341 -17%
GA
628
GoalVest Advisory
New York
$745K -$1.91M -16,457 -72%
SFWA
629
Summit Financial Wealth Advisors
Louisiana
$741K -$113K -965 -13%
CA
630
Continuum Advisory
Idaho
$732K +$99.6K +851 +16%
CCG
631
Chatham Capital Group
Georgia
$728K
AFC
632
AFT Forsyth & Company
Florida
$725K -$63.3K -545 -8%
HH
633
Hilltop Holdings
Texas
$725K -$26.1K -225 -3%
BAM
634
Belpointe Asset Management
Nevada
$725K +$304K +2,618 +72%
ACI
635
Alpha Cubed Investments
California
$721K +$120K +1,036 +20%
LNWTC
636
Laird Norton Wetherby Trust Company
Washington
$720K
BCM
637
Boltwood Capital Management
California
$708K
OGF
638
Orin Green Financial
California
$698K -$247K -2,128 -26%
BWM
639
Benchmark Wealth Management
Connecticut
$698K
KFP
640
KMG Fiduciary Partners
Ohio
$693K +$71.6K +617 +12%
SP
641
Successful Portfolios
Florida
$690K
CCA
642
Column Capital Advisors
Indiana
$687K -$19.7K -170 -3%
RIM
643
Rockbridge Investment Management
New York
$683K +$7.77K +67 +1%
HWAM
644
Hennion & Walsh Asset Management
New Jersey
$682K +$682K +5,874 New
SS
645
Sunbelt Securities
Texas
$678K +$107K +920 +19%
PCA
646
Personal Capital Advisors
California
$673K +$422K +3,642 +169%
FWM
647
FSA Wealth Management
Massachusetts
$662K -$9.87K -85 -1%
Neuberger Berman Group
648
Neuberger Berman Group
New York
$652K
TAM
649
Todd Asset Management
Kentucky
$643K
VVP
650
Venture Visionary Partners
Ohio
$642K +$239K +2,064 +59%