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iShares National Muni Bond ETF

1,158 hedge funds and large institutions have $19.1B invested in iShares National Muni Bond ETF in 2022 Q1 according to their latest regulatory filings, with 103 funds opening new positions, 476 increasing their positions, 419 reducing their positions, and 97 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,158
Holders Change
-12
Holders Change %
-1.03%
% of All Funds
18.33%
Holding in Top 10
89
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-1.11%
% of All Funds
1.41%
New
103
Increased
476
Reduced
419
Closed
97
Calls
$2.37M
Puts
$12.8M
Net Calls
-$10.4M
Net Calls Change
-$9.18M
Name Holding Trade Value Shares
Change
Shares
Change %
WC
726
Whitney & Co
New York
$711K +$113K +1,029 +19%
VT
727
Vise Technologies
New York
$710K -$3.63M -33,106 -84%
RWM
728
Rockwood Wealth Management
Pennsylvania
$707K -$19.2K -175 -3%
KWM
729
Keebeck Wealth Management
Illinois
$692K +$692K +6,308 New
APWM
730
Atlas Private Wealth Management
New York
$689K
VVP
731
Venture Visionary Partners
Ohio
$686K -$32.8K -299 -5%
CIC
732
Carnegie Investment Counsel
Ohio
$683K -$56.9K -519 -8%
DPI
733
Diversified Portfolios Inc
Michigan
$679K -$4.78M -43,604 -88%
HWAM
734
Hennion & Walsh Asset Management
New Jersey
$678K -$190K -1,730 -22%
SMG
735
Spectrum Management Group
Indiana
$675K +$152K +1,389 +29%
SP
736
Successful Portfolios
Florida
$674K +$21.9K +200 +3%
DAS
737
Dynamic Advisor Solutions
Arizona
$666K -$47.3K -431 -7%
RIM
738
Rockbridge Investment Management
New York
$661K -$447K -4,081 -40%
LIG
739
Lokken Investment Group
Delaware
$660K +$96.1K +901 +17%
MYIA
740
Mount Yale Investment Advisors
Colorado
$660K +$214K +1,953 +48%
BWM
741
Benchmark Wealth Management
Connecticut
$659K
JFGIW
742
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$654K -$1.5M -13,642 -70%
HPWM
743
Highland Private Wealth Management
Washington
$653K +$50.7K +462 +8%
BCM
744
Boltwood Capital Management
California
$652K -$16.4K -150 -2%
FPW
745
Flagship Private Wealth
Massachusetts
$649K -$1.27M -11,548 -66%
MHR
746
Matthew Hamilton Rosenberg
$645K +$363K +3,307 +129%
TIA
747
Traphagen Investment Advisors
New Jersey
$643K -$128K -1,172 -17%
FWM
748
FSA Wealth Management
Massachusetts
$642K
ACI
749
Alpha Cubed Investments
California
$640K -$82.2K -750 -11%
CF
750
Centaurus Financial
California
$636K -$359K -3,274 -36%