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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 %
AWM
676
Aries Wealth Management
Maine
$584K +$1.05K +9 +0.2%
SMG
677
Spectrum Management Group
Indiana
$581K +$73.1K +630 +14%
HFAS
678
Hummer Financial Advisory Services
Illinois
$580K
AWM
679
Avondale Wealth Management
Texas
$580K +$232K +2,000 +67%
LFA
680
Lighthouse Financial Advisors
Maryland
$579K +$255K +2,195 +78%
OIA
681
Optimum Investment Advisors
Illinois
$576K
ZB
682
Zions Bancorporation
Utah
$576K
TI
683
Truepoint Inc
Ohio
$574K +$11.6K +100 +2%
ATC
684
Argent Trust Co
Tennessee
$570K -$12.7K -109 -2%
WI
685
Wintrust Investments
Illinois
$568K +$568K +4,896 New
WCG
686
Wall Capital Group
Arizona
$566K +$566K +4,874 New
GWM
687
Gray Wealth Management
Maine
$565K +$39.5K +340 +8%
MWM
688
Meridian Wealth Management
Kentucky
$561K -$21.3K -184 -4%
APWM
689
Atlas Private Wealth Management
New York
$560K
AFWM
690
AMJ Financial Wealth Management
Virginia
$560K +$560K +4,822 New
AWA
691
Arkadios Wealth Advisors
Georgia
$558K -$8.58K -74 -2%
CAL
692
Capital Advisors Ltd
Ohio
$555K +$232 +2 +0%
MPWT
693
MassMutual Private Wealth & Trust
Connecticut
$552K +$153K +1,321 +38%
HGWM
694
Horst & Graben Wealth Management
Oregon
$552K +$300K +2,582 +119%
PG
695
Patten Group
Tennessee
$546K +$15.7K +135 +3%
CPIG
696
Chicago Partners Investment Group
Illinois
$545K +$235K +2,003 +76%
JBA
697
Johnson Bixby & Associates
Washington
$544K +$18.5K +159 +4%
SPA
698
Sentinel Pension Advisors
Massachusetts
$535K +$813 +7 +0.2%
KFI
699
Key Financial Inc
Pennsylvania
$535K +$43.4K +374 +9%
SWMG
700
Signature Wealth Management Group
Georgia
$532K +$56.1K +483 +12%