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iShares National Muni Bond ETF

1,126 hedge funds and large institutions have $22.2B invested in iShares National Muni Bond ETF in 2022 Q3 according to their latest regulatory filings, with 101 funds opening new positions, 451 increasing their positions, 447 reducing their positions, and 104 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,126
Holders Change
-26
Holders Change %
-2.26%
% of All Funds
19.47%
Holding in Top 10
96
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-2.04%
% of All Funds
1.66%
New
101
Increased
451
Reduced
447
Closed
104
Calls
$6.23M
Puts
$30.1M
Net Calls
-$23.8M
Net Calls Change
+$23.6M
Name Holding Trade Value Shares
Change
Shares
Change %
AWA
726
Arete Wealth Advisors
Illinois
$668K +$668K +6,512 New
LFS
727
Legacy Financial Strategies
Kansas
$665K +$99.3K +968 +18%
FAFN
728
First Affirmative Financial Network
Colorado
$664K -$156K -1,519 -19%
CAMG
729
CWA Asset Management Group
Florida
$656K +$372K +3,623 +131%
SWP
730
Strategic Wealth Partners
Ohio
$654K +$654K +6,378 New
WWM
731
Wiser Wealth Management
Georgia
$652K +$164K +1,595 +34%
NCM
732
NCM Capital Management
New Jersey
$648K +$36.2K +353 +6%
LW
733
Linscomb Wealth
Texas
$646K +$1.03K +10 +0.2%
HWAM
734
Hennion & Walsh Asset Management
New Jersey
$646K +$117K +1,143 +22%
ICG
735
InterOcean Capital Group
Tennessee
$637K -$67.8K -661 -10%
HIF
736
Hill Island Financial
Michigan
$633K +$31.6K +308 +5%
UWPG
737
Ullmann Wealth Partners Group
Florida
$632K -$528K -5,153 -46%
FIB
738
First Interstate Bank
Montana
$623K
CPWMP
739
Cardinal Point Wealth Management Partners
California
$621K +$310 +3 +0.1%
SFG
740
Sunburst Financial Group
Alabama
$620K -$42.4K -413 -6%
PTC
741
Private Trust Company
Ohio
$616K -$1.12M -10,892 -64%
SFP
742
Sandbox Financial Partners
Maryland
$606K +$25.9K +253 +4%
YIA
743
YHB Investment Advisors
Connecticut
$605K -$431K -4,201 -42%
RC
744
Roundview Capital
New Jersey
$602K +$1.23K +12 +0.2%
SP
745
Successful Portfolios
Florida
$599K -$30.8K -300 -5%
AWM
746
Aries Wealth Management
Maine
$597K -$22.3K -220 -4%
MYIA
747
Mount Yale Investment Advisors
Colorado
$596K +$75.5K +736 +14%
PFA
748
Professional Financial Advisors
Nebraska
$592K -$19.2K -187 -3%
FAM
749
Flaharty Asset Management
Florida
$592K +$24.1K +235 +4%
W
750
WealthOne
New York
$583K +$2.05K +20 +0.4%