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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 %
PWM
651
PBMares Wealth Management
Virginia
$640K -$227K -1,956 -26%
CFB
652
Cullen/Frost Bankers
Texas
$639K
WP
653
WMS Partners
Maryland
$639K +$929 +8 +0.1%
KC
654
Kingfisher Capital
North Carolina
$636K +$110K +948 +21%
CCT
655
Country Club Trust
Missouri
$635K +$28.5K +245 +5%
CWM
656
Chesapeake Wealth Management
Virginia
$634K
LNWWM
657
Laird Norton Wetherby Wealth Management
California
$631K -$96.4K -831 -13%
BHWM
658
Bar Harbor Wealth Management
New Hampshire
$629K -$4.65K -40 -0.7%
CFD
659
Creative Financial Designs
Indiana
$624K +$133K +1,146 +27%
RIA
660
Realta Investment Advisors
Delaware
$622K +$42.1K +363 +7%
FCA
661
FLC Capital Advisors
California
$620K
FAM
662
Flaharty Asset Management
Florida
$615K -$808K -6,965 -57%
AIM
663
Acropolis Investment Management
Missouri
$615K +$201K +1,736 +49%
GIA
664
Gladstone Institutional Advisory
Florida
$612K +$315K +2,712 +106%
CFS
665
CRA Financial Services
New Jersey
$611K -$58.2K -502 -9%
HTC
666
Haverford Trust Company
Pennsylvania
$608K
CWA
667
Clearview Wealth Advisors
Oregon
$605K -$36.5K -314 -6%
RSWM
668
Robertson Stephens Wealth Management
California
$604K -$84K -724 -12%
LWA
669
Lineweaver Wealth Advisors
Ohio
$598K -$134K -1,154 -18%
RWA
670
River Wealth Advisors
Pennsylvania
$596K +$34.7K +299 +6%
SAS
671
Sanford Advisory Services
Michigan
$595K +$60.1K +518 +11%
RB
672
Renasant Bank
Mississippi
$590K +$84.2K +725 +17%
CBFP
673
Cedar Brook Financial Partners
Ohio
$587K +$6.62K +57 +1%
SWA
674
Sutton Wealth Advisors
Florida
$587K -$1.74K -15 -0.3%
BFC
675
Blue Fin Capital
Rhode Island
$586K +$99K +854 +20%