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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 %
CFS
651
CRA Financial Services
New Jersey
$732K +$120K +1,031 +20%
APWM
652
Atlas Private Wealth Management
New York
$730K -$28.6K -246 -4%
PG
653
Patten Group
Tennessee
$729K +$65K +559 +10%
KFP
654
KMG Fiduciary Partners
Ohio
$726K -$7.32K -63 -1%
AFC
655
AFT Forsyth & Company
Florida
$725K
PCA
656
Peddock Capital Advisors
Massachusetts
$719K +$149K +1,280 +26%
BHWM
657
Bar Harbor Wealth Management
New Hampshire
$716K +$86.6K +745 +14%
AIM
658
Axiom Investment Management
New York
$714K -$58.6K -505 -8%
AA
659
Ancora Advisors
Ohio
$714K +$656K +5,642 +1,128%
HC
660
Hamilton Capital
Ohio
$713K +$713K +6,140 New
BCM
661
Boltwood Capital Management
California
$709K
VWA
662
V Wealth Advisors
Kansas
$704K -$105K -905 -13%
BWM
663
Benchmark Wealth Management
Connecticut
$699K
SP
664
Successful Portfolios
Florida
$691K
KPWS
665
Kestra Private Wealth Services
Texas
$689K +$171K +1,475 +33%
PFM
666
Parsec Financial Management
North Carolina
$680K
JBA
667
Johnson Bixby & Associates
Washington
$677K +$91.7K +790 +16%
W
668
WealthOne
New York
$676K +$2.32K +20 +0.3%
Neuberger Berman Group
669
Neuberger Berman Group
New York
$673K -$2.21K -19 -0.3%
BO
670
Bank OZK
Arkansas
$669K +$357K +3,076 +115%
CHAM
671
Clear Harbor Asset Management
Connecticut
$661K +$2.9K +25 +0.4%
GT
672
Glenview Trust
Kentucky
$656K +$49.4K +425 +8%
FHA
673
Flagship Harbor Advisors
Massachusetts
$653K
BFA
674
Beacon Financial Advisory
Ohio
$650K +$423K +3,640 +186%
AHC
675
Anderson Hoagland & Co
Missouri
$647K -$389K -3,349 -38%