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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 %
SFP
701
Strategic Financial Planning
Texas
$532K +$91.8K +791 +21%
RFA
702
Reilly Financial Advisors
California
$531K +$39.7K +342 +8%
RC
703
Roundview Capital
New Jersey
$530K -$1.07M -9,247 -67%
BBA
704
BLB&B Advisors
Pennsylvania
$525K
SWM
705
SigFig Wealth Management
California
$523K -$105K -908 -17%
PFM
706
Parsec Financial Management
North Carolina
$521K
CCP
707
Corient Capital Partners
California
$520K
AL
708
ADE LLC
Maryland
$519K -$167K -1,441 -24%
FNBT
709
FineMark National Bank & Trust
Florida
$518K +$129K +1,112 +33%
VWA
710
VERITY Wealth Advisors
United States
$512K +$1.62K +14 +0.3%
GT
711
Glenview Trust
Kentucky
$501K
AA
712
ACT Advisors
North Carolina
$496K -$24.2K -207 -5%
OWA
713
One Wealth Advisors
California
$495K -$379K -3,270 -43%
CA
714
CGN Advisors
Kansas
$493K -$128K -1,103 -21%
FNBOO
715
First National Bank of Omaha
Nebraska
$487K
MGIA
716
Moneta Group Investment Advisors
Missouri
$486K -$33.9K -292 -7%
VCS
717
Vaughan & Co Securities
New Jersey
$485K +$31.7K +273 +7%
NAS
718
Nicolet Advisory Services
Wisconsin
$485K +$197K +1,698 +69%
DBRC
719
D.B. Root & Company
Pennsylvania
$484K -$39.5K -340 -8%
LIG
720
Lokken Investment Group
Delaware
$481K
VWA
721
V Wealth Advisors
Kansas
$480K -$23.1K -199 -5%
WAG
722
Winthrop Advisory Group
Massachusetts
$480K +$24K +207 +5%
ST
723
Sabal Trust
Florida
$478K +$132K +1,140 +38%
CT
724
Cambridge Trust
Massachusetts
$474K -$92.9K -800 -16%
Millennium Management
725
Millennium Management
New York
$473K -$11M -94,681 -96%