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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 %
BAM
726
BTS Asset Management
Massachusetts
$531K +$531K +4,539 New
CCP
727
Corient Capital Partners
California
$525K
AL
728
ADE LLC
Maryland
$525K
PCA
729
Personal Capital Advisors
California
$524K -$156K -1,334 -23%
KPWS
730
Kestra Private Wealth Services
Texas
$523K +$158K +1,351 +43%
Simplex Trading
731
Simplex Trading
Illinois
$522K +$522K +4,460 New
VWA
732
VERITY Wealth Advisors
United States
$520K +$2.46K +21 +0.5%
VCS
733
Vaughan & Co Securities
New Jersey
$517K +$27K +230 +6%
SWM
734
SigFig Wealth Management
California
$513K -$15K -128 -3%
SAS
735
Sanford Advisory Services
Michigan
$501K +$586 +6 +0.1%
AA
736
ACT Advisors
North Carolina
$497K
DHFB
737
Dixon Hubard Feinour & Brown
Virginia
$495K +$495K +4,225 New
SWP
738
ShoreHaven Wealth Partners
New Jersey
$491K -$1.42M -12,150 -74%
DBRC
739
D.B. Root & Company
Pennsylvania
$488K -$234 -2 -0%
FNBOO
740
First National Bank of Omaha
Nebraska
$487K
LIG
741
Lokken Investment Group
Delaware
$486K
NFG
742
Next Financial Group
Texas
$482K +$13.6K +116 +3%
RW
743
Rede Wealth
Virginia
$475K +$94.6K +807 +25%
VCA
744
Verdence Capital Advisors
Maryland
$471K +$2.11K +18 +0.5%
SWM
745
Sanctuary Wealth Management
Idaho
$470K
MFG
746
Magnus Financial Group
New York
$470K +$64.4K +549 +16%
MPW
747
MA Private Wealth
California
$469K
MPWT
748
MassMutual Private Wealth & Trust
Connecticut
$466K -$91.3K -779 -16%
ST
749
Sabal Trust
Florida
$465K -$17.2K -147 -4%
DI
750
Diligent Investors
California
$458K +$16.4K +140 +4%