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iShares National Muni Bond ETF

1,170 hedge funds and large institutions have $19.8B invested in iShares National Muni Bond ETF in 2021 Q4 according to their latest regulatory filings, with 225 funds opening new positions, 512 increasing their positions, 270 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,170
Holders Change
+155
Holders Change %
+15.27%
% of All Funds
18.07%
Holding in Top 10
90
Holding in Top 10 Change
+19
Holding in Top 10 Change %
+26.76%
% of All Funds
1.39%
New
225
Increased
512
Reduced
270
Closed
52
Calls
$2.89M
Puts
$4.15M
Net Calls
-$1.26M
Net Calls Change
-$468K
Name Holding Trade Value Shares
Change
Shares
Change %
GWM
676
Gray Wealth Management
Maine
$898K +$117K +1,005 +15%
MFGP
677
Marshall Financial Group (Pennsylvania)
Pennsylvania
$888K -$40.1K -345 -4%
CAL
678
Capital Advisors Ltd
Ohio
$888K +$332K +2,854 +60%
JBA
679
Johnson Bixby & Associates
Washington
$886K +$208K +1,790 +31%
MWM
680
Meridian Wealth Management
Kentucky
$879K +$814 +7 +0.1%
WCF
681
West Coast Financial
California
$876K
EPP
682
ETF Portfolio Partners
Kansas
$869K -$5K -43 -0.6%
CFS
683
CRA Financial Services
New Jersey
$869K +$136K +1,171 +19%
MWC
684
MKD Wealth Coaches
Michigan
$865K +$12.1K +104 +1%
IP
685
Investment Partners
Ohio
$864K -$23K -198 -3%
NFG
686
Nations Financial Group
Iowa
$837K +$1.4K +12 +0.2%
MPCG
687
Matrix Private Capital Group
New York
$832K -$13.4K -115 -2%
KFI
688
Key Financial Inc
Pennsylvania
$831K +$70.9K +610 +9%
SIM
689
Stratos Investment Management
Ohio
$830K -$457K -3,924 -35%
SW
690
StrongBox Wealth
Missouri
$828K -$12.8K -110 -2%
SFWA
691
Summit Financial Wealth Advisors
Louisiana
$827K -$14.4K -124 -2%
CFG
692
Cooper Financial Group
California
$825K -$676K -5,810 -45%
GIA
693
Goodwin Investment Advisory
Georgia
$823K -$1.5M -12,909 -65%
MWA
694
Monograph Wealth Advisors
California
$823K +$823K +7,080 New
GIA
695
Gladstone Institutional Advisory
Florida
$821K +$334K +2,874 +69%
CCA
696
Conservest Capital Advisors
Pennsylvania
$821K +$821K +7,062 New
TIA
697
Traphagen Investment Advisors
New Jersey
$818K -$91K -783 -10%
LIA
698
LBMC Investment Advisors
Tennessee
$816K -$32.8M -281,722 -98%
SCFS
699
S.C. Financial Services
Arizona
$813K +$813K +7,045 New
RRA
700
Round Rock Advisors
Connecticut
$810K +$312K +2,685 +63%