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iShares National Muni Bond ETF

1,126 hedge funds and large institutions have $22.2B invested in iShares National Muni Bond ETF in 2022 Q3 according to their latest regulatory filings, with 101 funds opening new positions, 451 increasing their positions, 447 reducing their positions, and 104 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,126
Holders Change
-26
Holders Change %
-2.26%
% of All Funds
19.47%
Holding in Top 10
96
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-2.04%
% of All Funds
1.66%
New
101
Increased
451
Reduced
447
Closed
104
Calls
$6.23M
Puts
$30.1M
Net Calls
-$23.8M
Net Calls Change
+$23.6M
Name Holding Trade Value Shares
Change
Shares
Change %
AAM
651
Autus Asset Management
Arizona
$885K -$147K -1,437 -14%
WA
652
WBH Advisory
Maryland
$881K +$8.31K +81 +1%
First Trust Advisors
653
First Trust Advisors
Illinois
$878K -$14.9K -145 -2%
EWG
654
Executive Wealth Group
Washington
$875K +$1.03K +10 +0.1%
TFA
655
Teamwork Financial Advisors
Texas
$874K +$388K +3,777 +80%
PP
656
PrairieView Partners
Minnesota
$873K -$486K -4,741 -36%
DADC
657
D.A. Davidson & Co
Montana
$863K -$3.33M -32,448 -79%
RFP
658
Roth Financial Partners
Texas
$860K -$1.71M -16,676 -67%
EAM
659
Evanson Asset Management
California
$856K +$1.13K +11 +0.1%
CF
660
Centaurus Financial
California
$839K +$21.3K +208 +3%
CCM
661
Colorado Capital Management
Colorado
$837K -$514K -5,005 -38%
EFG
662
Erickson Financial Group
Pennsylvania
$837K -$22.5K -219 -3%
TC
663
Telemus Capital
Michigan
$834K -$619K -6,035 -43%
CCB
664
Country Club Bank
Missouri
$831K +$99K +965 +14%
GWS
665
Glassman Wealth Services
Virginia
$828K -$2.05K -20 -0.2%
WAM
666
Wakefield Asset Management
Colorado
$825K +$331K +3,229 +67%
WWP
667
WR Wealth Planners
Missouri
$822K -$63.3K -617 -7%
IP
668
Investment Partners
Ohio
$819K -$151K -1,475 -16%
DA
669
Detalus Advisors
Missouri
$814K -$70.4K -687 -8%
KPWS
670
Kestra Private Wealth Services
Texas
$809K +$35.3K +344 +5%
PFT
671
Providence First Trust
Arizona
$806K
MGIA
672
Moneta Group Investment Advisors
Missouri
$805K -$371K -3,613 -32%
Kovitz Investment Group Partners
673
Kovitz Investment Group Partners
Illinois
$793K +$223K +2,174 +39%
FFS
674
Founders Financial Securities
Maryland
$790K -$5.92M -57,691 -88%
DI
675
Diligent Investors
California
$790K +$5.44K +53 +0.7%