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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 %
AWM
701
Avondale Wealth Management
Texas
$581K
TI
702
Truepoint Inc
Ohio
$578K +$20.7K +178 +4%
OIA
703
Optimum Investment Advisors
Illinois
$576K
HPWM
704
Highland Private Wealth Management
Washington
$572K +$17.5K +151 +3%
WCG
705
Wall Capital Group
Arizona
$571K +$2.55K +22 +0.4%
ATC
706
Argent Trust Co
Tennessee
$570K
HGWM
707
Horst & Graben Wealth Management
Oregon
$569K +$14.7K +127 +3%
SIA
708
Soltis Investment Advisors
Utah
$559K -$14.1K -121 -2%
CAL
709
Capital Advisors Ltd
Ohio
$556K +$232 +2 +0%
PB
710
Pinnacle Bancorp
Nebraska
$556K +$149K +1,280 +36%
MWM
711
Minot Wealth Management
Massachusetts
$552K -$236K -2,032 -30%
NFG
712
Next Financial Group
Texas
$549K +$71.5K +616 +15%
AIM
713
Acropolis Investment Management
Missouri
$548K -$12.1K -105 -2%
ICP
714
Interchange Capital Partners
Pennsylvania
$546K -$1.13M -9,695 -67%
SAM
715
Strategy Asset Managers
California
$545K -$329K -2,830 -38%
NOI
716
Newton One Investments
Delaware
$544K
RFA
717
Reilly Financial Advisors
California
$543K +$98.3K +846 +22%
RW
718
Rede Wealth
Virginia
$540K +$68.9K +593 +15%
SMG
719
Spectrum Management Group
Indiana
$539K -$62K -534 -10%
SPA
720
Sentinel Pension Advisors
Massachusetts
$538K +$1.16K +10 +0.2%
RC
721
Roundview Capital
New Jersey
$533K +$5.92K +51 +1%
CMI
722
Clare Market Investments
Texas
$533K +$94.3K +812 +22%
SWMG
723
Signature Wealth Management Group
Georgia
$530K
SFP
724
Strategic Financial Planning
Texas
$529K -$1.63K -14 -0.3%
WCM
725
Windham Capital Management
Massachusetts
$526K