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iShares National Muni Bond ETF

1,017 hedge funds and large institutions have $17.4B invested in iShares National Muni Bond ETF in 2021 Q2 according to their latest regulatory filings, with 76 funds opening new positions, 515 increasing their positions, 275 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,017
Holders Change
+22
Holders Change %
+2.21%
% of All Funds
17.75%
Holding in Top 10
75
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-10.71%
% of All Funds
1.31%
New
76
Increased
515
Reduced
275
Closed
39
Calls
$5.68M
Puts
$9.73M
Net Calls
-$4.04M
Net Calls Change
+$1.2M
Name Holding Trade Value Shares
Change
Shares
Change %
AWM
701
Avondale Wealth Management
Texas
$586K
HFAS
702
Hummer Financial Advisory Services
Illinois
$586K
AWA
703
Arkadios Wealth Advisors
Georgia
$586K +$22.8K +195 +4%
CFG
704
Citizens Financial Group
Rhode Island
$582K +$582K +4,967 New
OIA
705
Optimum Investment Advisors
Illinois
$581K
PCA
706
Peddock Capital Advisors
Massachusetts
$578K +$132K +1,120 +30%
SIA
707
Soltis Investment Advisors
Utah
$578K +$578K +4,931 New
ATC
708
Argent Trust Co
Tennessee
$575K
WCG
709
Wall Capital Group
Arizona
$574K +$2.58K +22 +0.5%
AIM
710
Acropolis Investment Management
Missouri
$570K -$50.8K -434 -8%
TI
711
Truepoint Inc
Ohio
$562K -$17.2K -147 -3%
CAL
712
Capital Advisors Ltd
Ohio
$561K +$352 +3 +0.1%
HGWM
713
Horst & Graben Wealth Management
Oregon
$560K +$2.58K +22 +0.5%
HPWM
714
Highland Private Wealth Management
Washington
$559K +$125K +1,069 +29%
HA
715
Harfst & Associates
Wyoming
$549K -$943K -8,060 -63%
NOI
716
Newton One Investments
Delaware
$549K +$549K +4,684 New
FNBT
717
FineMark National Bank & Trust
Florida
$547K +$24K +205 +5%
CW
718
CreativeOne Wealth
Kansas
$545K +$74.7K +637 +16%
SPA
719
Sentinel Pension Advisors
Massachusetts
$541K +$1.29K +11 +0.2%
CBFP
720
Cedar Brook Financial Partners
Ohio
$538K -$54.3K -464 -9%
SFP
721
Strategic Financial Planning
Texas
$535K -$2.23K -19 -0.4%
SWMG
722
Signature Wealth Management Group
Georgia
$534K -$2.93K -25 -0.5%
RC
723
Roundview Capital
New Jersey
$532K -$3.4K -29 -0.6%
BBA
724
BLB&B Advisors
Pennsylvania
$531K
WCM
725
Windham Capital Management
Massachusetts
$531K +$163K +1,389 +44%