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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 %
PFP
626
Pinnacle Financial Partners
Tennessee
$814K +$814K +7,010 New
SFP
627
Sandbox Financial Partners
Maryland
$812K +$812K +6,988 New
WAS
628
Wealth Advisory Solutions
Indiana
$803K -$585K -5,035 -42%
CA
629
CGN Advisors
Kansas
$802K +$164K +1,410 +26%
SS
630
Sunbelt Securities
Texas
$800K
CCA
631
Checchi Capital Advisers
California
$797K +$39.6K +341 +5%
LP
632
LGL Partners
Pennsylvania
$791K -$945K -8,132 -54%
VVP
633
Venture Visionary Partners
Ohio
$790K +$128K +1,099 +19%
IFA
634
Interactive Financial Advisors
Illinois
$788K +$66.9K +576 +9%
CCT
635
Country Club Trust
Missouri
$785K -$98.1K -845 -11%
GWM
636
Gray Wealth Management
Maine
$780K +$182K +1,566 +30%
AWM
637
Altavista Wealth Management
North Carolina
$779K
PP
638
Patron Partners
Texas
$775K -$29.4K -253 -4%
KCA
639
Karn Couzens & Associates
Connecticut
$769K +$56.8K +489 +8%
TAM
640
Todd Asset Management
Kentucky
$768K
3LCM
641
3D/L Capital Management
Connecticut
$761K -$59.7K -514 -7%
KFI
642
Key Financial Inc
Pennsylvania
$759K
VPIM
643
Vanguard Personalized Indexing Management
California
$754K +$6.51K +56 +0.9%
SFO
644
Stokes Family Office
Louisiana
$754K +$318K +2,738 +73%
SWM
645
SeaCrest Wealth Management
New York
$748K -$20.8K -179 -3%
RB
646
Renasant Bank
Mississippi
$743K +$14.8K +127 +2%
CPIG
647
Chicago Partners Investment Group
Illinois
$743K +$52.4K +451 +8%
SEIA
648
Signature Estate & Investment Advisors
California
$737K -$23.4M -201,789 -97%
TTWM
649
TCV Trust & Wealth Management
Virginia
$737K +$5.22K +45 +0.7%
ACI
650
Alpha Cubed Investments
California
$735K +$70.7K +608 +11%