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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 %
ZIM
676
Zacks Investment Management
Illinois
$644K +$319K +2,743 +98%
FWM
677
FSA Wealth Management
Massachusetts
$643K -$5.34K -46 -0.8%
T. Rowe Price Associates
678
T. Rowe Price Associates
Maryland
$641K -$99.9K -860 -13%
CFB
679
Cullen/Frost Bankers
Texas
$640K
SW
680
SVB Wealth
Massachusetts
$640K +$8.59K +74 +1%
FAM
681
Flaharty Asset Management
Florida
$640K +$24.6K +212 +4%
KC
682
Kingfisher Capital
North Carolina
$639K +$1.74K +15 +0.3%
HCM
683
Harvey Capital Management
Florida
$638K +$638K +5,500 New
LNWWM
684
Laird Norton Wetherby Wealth Management
California
$632K
FCA
685
FLC Capital Advisors
California
$623K
APWA
686
Atlas Private Wealth Advisors
New Jersey
$609K -$434K -3,741 -42%
HTC
687
Haverford Trust Company
Pennsylvania
$609K
CWM
688
Chesapeake Wealth Management
Virginia
$606K -$30.2K -260 -5%
CWA
689
Clearview Wealth Advisors
Oregon
$605K -$813 -7 -0.1%
WI
690
Wintrust Investments
Illinois
$602K -$50.8K -437 -8%
SAS
691
Sanford Advisory Services
Michigan
$597K +$581 +5 +0.1%
SWM
692
SigFig Wealth Management
California
$593K +$84.4K +727 +17%
BFC
693
Blue Fin Capital
Rhode Island
$587K
FP
694
Financial Perspectives
Minnesota
$584K -$10.9K -94 -2%
LA
695
Latitude Advisors
Florida
$583K +$212K +1,826 +57%
LW
696
Linscomb Wealth
Texas
$582K
SWA
697
Sutton Wealth Advisors
Florida
$581K -$1.05K -9 -0.2%
AWM
698
Avondale Wealth Management
Texas
$581K
AWM
699
Aries Wealth Management
Maine
$581K
AWA
700
Arkadios Wealth Advisors
Georgia
$581K