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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 %
WP
626
WealthPLAN Partners
Nebraska
$831K +$24.5K +209 +3%
3LCM
627
3D/L Capital Management
Connecticut
$828K -$92.5K -790 -10%
SW
628
StrongBox Wealth
Missouri
$827K
SFWA
629
Summit Financial Wealth Advisors
Louisiana
$826K +$84.3K +719 +11%
NFG
630
Nations Financial Group
Iowa
$824K +$584K +4,984 +244%
CF
631
Centaurus Financial
California
$816K +$52.1K +444 +7%
VWA
632
V Wealth Advisors
Kansas
$816K +$331K +2,820 +68%
PP
633
Patron Partners
Texas
$811K +$484K +4,136 +148%
RIM
634
Rockbridge Investment Management
New York
$807K +$117K +995 +17%
SS
635
Sunbelt Securities
Texas
$800K +$112K +953 +16%
MWM
636
Minot Wealth Management
Massachusetts
$797K -$43.2K -368 -5%
AWM
637
Altavista Wealth Management
North Carolina
$786K +$4.1K +35 +0.5%
BAM
638
Belpointe Asset Management
Nevada
$783K +$50.7K +433 +7%
AIM
639
Axiom Investment Management
New York
$780K -$50.7K -433 -6%
SWM
640
SeaCrest Wealth Management
New York
$775K +$117 +1 +0%
TAM
641
Todd Asset Management
Kentucky
$774K +$125K +1,070 +19%
RIA
642
Realta Investment Advisors
Delaware
$773K +$145K +1,237 +23%
KFI
643
Key Financial Inc
Pennsylvania
$768K +$226K +1,923 +42%
APWM
644
Atlas Private Wealth Management
New York
$765K +$199K +1,699 +35%
CCA
645
Checchi Capital Advisers
California
$764K -$2.93K -25 -0.4%
FHB
646
First Hawaiian Bank
Hawaii
$761K -$2.02M -17,228 -73%
VPIM
647
Vanguard Personalized Indexing Management
California
$754K
T. Rowe Price Associates
648
T. Rowe Price Associates
Maryland
$748K -$216K -1,840 -22%
GA
649
GoalVest Advisory
New York
$742K -$10.9K -93 -1%
SWM
650
Sugarloaf Wealth Management
Georgia
$741K +$647K +5,521 +687%