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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 %
USCWA
726
U.S. Capital Wealth Advisors
Texas
$738K -$276K -2,376 -27%
AWA
727
Arkadios Wealth Advisors
Georgia
$738K +$156K +1,338 +27%
WP
728
WealthPLAN Partners
Nebraska
$736K -$90.7K -799 -11%
APWM
729
Atlas Private Wealth Management
New York
$730K
CWA
730
Clearview Wealth Advisors
Oregon
$730K +$124K +1,068 +21%
AFC
731
AFT Forsyth & Company
Florida
$726K
AIM
732
Axiom Investment Management
New York
$723K +$7.91K +68 +1%
PCA
733
Peddock Capital Advisors
Massachusetts
$721K +$582 +5 +0.1%
BCM
734
Boltwood Capital Management
California
$709K
TWM
735
Thrive Wealth Management
Pennsylvania
$706K +$706K +6,072 New
FIBT
736
First International Bank & Trust
North Dakota
$700K +$700K +6,023 New
BWM
737
Benchmark Wealth Management
Connecticut
$699K
CPIG
738
Chicago Partners Investment Group
Illinois
$698K -$20.3K -181 -3%
FCMA
739
Foresight Capital Management Advisors
Michigan
$696K +$696K +5,983 New
SP
740
Successful Portfolios
Florida
$692K
EWA
741
EverSource Wealth Advisors
Alabama
$692K +$692K +5,953 New
AWM
742
Aries Wealth Management
Maine
$688K +$107K +921 +18%
PWLP
743
Prio Wealth Limited Partnership
Massachusetts
$685K -$208K -1,785 -23%
ARC
744
Advisor Resource Council
Texas
$684K +$684K +5,885 New
MBFW
745
Morton Brown Family Wealth
Pennsylvania
$676K +$676K +5,814 New
TSS
746
Two Sigma Securities
New York
$662K +$662K +5,689 New
W
747
WealthOne
New York
$661K -$16.4K -141 -2%
EA
748
Emerald Advisors
Washington
$659K -$1.35M -11,625 -67%
PFA
749
Professional Financial Advisors
Nebraska
$658K +$658K +5,657 New
GT
750
Glenview Trust
Kentucky
$656K