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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 %
MWM
651
Meridian Wealth Management
Kentucky
$588K +$132K +1,129 +29%
ATC
652
Argent Trust Co
Tennessee
$588K +$149K +1,269 +34%
CBFP
653
Cedar Brook Financial Partners
Ohio
$586K -$23.9K -204 -4%
BCM
654
Bowie Capital Management
Texas
$586K
HFAS
655
Hummer Financial Advisory Services
Illinois
$586K
RIA
656
Realta Investment Advisors
Delaware
$586K +$15.5K +132 +3%
AWM
657
Aries Wealth Management
Maine
$585K +$585K +5,000 New
ZB
658
Zions Bancorporation
Utah
$582K
OIA
659
Optimum Investment Advisors
Illinois
$581K
SS
660
Sunbelt Securities
Texas
$577K +$51K +435 +10%
MFS
661
McNamara Financial Services
Massachusetts
$576K
CT
662
Cambridge Trust
Massachusetts
$572K
AWA
663
Arkadios Wealth Advisors
Georgia
$572K +$43K +367 +8%
TI
664
Truepoint Inc
Ohio
$568K +$568K +4,845 New
RWA
665
River Wealth Advisors
Pennsylvania
$567K -$176K -1,504 -24%
APWM
666
Atlas Private Wealth Management
New York
$566K
CAL
667
Capital Advisors Ltd
Ohio
$560K +$469 +4 +0.1%
Susquehanna International Group
668
Susquehanna International Group
Pennsylvania
$556K +$556K +4,740 New
NFG
669
Next Financial Group
Texas
$551K +$117 +1 +0%
HA
670
Harfst & Associates
Wyoming
$549K
ACP
671
Aveo Capital Partners
Colorado
$541K -$1.1M -9,408 -67%
SAS
672
Sanford Advisory Services
Michigan
$540K +$540K +4,607 New
SPA
673
Sentinel Pension Advisors
Massachusetts
$539K +$1.87K +16 +0.3%
PG
674
Patten Group
Tennessee
$536K +$215K +1,835 +67%
BBA
675
BLB&B Advisors
Pennsylvania
$531K