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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 %
PCMC
751
Private Capital Management (Colorado)
Colorado
$635K +$134K +1,221 +27%
MA
752
MBA Advisors
Pennsylvania
$621K +$93.9K +856 +18%
W
753
WealthOne
New York
$619K -$4.28K -39 -0.7%
GT
754
Glenview Trust
Kentucky
$618K
AFC
755
AFT Forsyth & Company
Florida
$604K -$80.6K -735 -12%
CFB
756
Cullen/Frost Bankers
Texas
$604K
FAM
757
Flaharty Asset Management
Florida
$604K
EWA
758
EverSource Wealth Advisors
Alabama
$603K -$50.1K -457 -8%
CHAM
759
Clear Harbor Asset Management
Connecticut
$603K -$7.67K -70 -1%
FPGK
760
Financial Partners Group (Kansas)
Kansas
$600K -$343K -3,133 -36%
MA
761
MONECO Advisors
Connecticut
$595K -$13.4K -122 -2%
PCIA
762
Prime Capital Investment Advisors
Kansas
$589K
HGWM
763
Horst & Graben Wealth Management
Oregon
$589K +$48.5K +442 +9%
BAG
764
Briggs Advisory Group
Rhode Island
$585K
SIC
765
Sigma Investment Counselors
Michigan
$581K -$27.4K -250 -5%
Renaissance Technologies
766
Renaissance Technologies
New York
$581K +$581K +5,300 New
GA
767
Greenspring Advisors
Maryland
$576K +$10.6K +97 +2%
HTC
768
Haverford Trust Company
Pennsylvania
$575K
IFPL
769
Investments & Financial Planning LLC
Kentucky
$571K +$329 +3 +0.1%
HCM
770
Harvey Capital Management
Florida
$570K -$32.9K -300 -5%
KFS
771
Kelly Financial Services
Massachusetts
$567K +$57.5K +524 +11%
ATC
772
Argent Trust Co
Tennessee
$565K
NOI
773
Newton One Investments
Delaware
$565K
BWG
774
Beta Wealth Group
California
$563K +$563K +5,134 New
SAS
775
Sanford Advisory Services
Michigan
$559K -$5.6K -51 -1%