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iShares National Muni Bond ETF

995 hedge funds and large institutions have $15.9B invested in iShares National Muni Bond ETF in 2021 Q1 according to their latest regulatory filings, with 78 funds opening new positions, 506 increasing their positions, 251 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
995
Holders Change
+4
Holders Change %
+0.4%
% of All Funds
17.52%
Holding in Top 10
84
Holding in Top 10 Change
-16
Holding in Top 10 Change %
-16%
% of All Funds
1.48%
New
78
Increased
506
Reduced
251
Closed
68
Calls
$5.37M
Puts
$10.6M
Net Calls
-$5.25M
Net Calls Change
-$1.25M
Name Holding Trade Value Shares
Change
Shares
Change %
RWM
776
RKL Wealth Management
Pennsylvania
$376K +$376K +3,239 New
BF
777
BOK Financial
Oklahoma
$374K +$374K +3,226 New
CPA
778
Clear Perspective Advisors
Illinois
$373K
LWM
779
Lyell Wealth Management
California
$370K +$26.1K +225 +8%
RWA
780
Redhawk Wealth Advisors
Minnesota
$370K +$164K +1,412 +79%
WAM
781
Wakefield Asset Management
Colorado
$369K +$7.9K +68 +2%
HP
782
HT Partners
Connecticut
$366K
APW
783
Aurora Private Wealth
New Jersey
$365K -$64.7K -558 -15%
WCM
784
Windham Capital Management
Massachusetts
$365K +$23K +198 +7%
LWA
785
Lenox Wealth Advisors
New York
$361K +$1.05K +9 +0.3%
KPWS
786
Kestra Private Wealth Services
Texas
$361K +$113K +977 +46%
AIC
787
Archer Investment Corporation
Indiana
$360K
GKWIM
788
Gerber Kawasaki Wealth & Investment Management
California
$358K +$55.1K +475 +18%
FWIA
789
Fort Washington Investment Advisors
Ohio
$356K -$116 -1 -0%
IBOK
790
Independence Bank of Kentucky
Kentucky
$352K
CGFA
791
Colton Groome Financial Advisors
North Carolina
$351K +$351K +3,022 New
BMCM
792
Bryn Mawr Capital Management
Pennsylvania
$347K +$24.7K +213 +8%
FM
793
Foster & Motley
Ohio
$345K +$24.9K +215 +8%
CHAM
794
Clear Harbor Asset Management
Connecticut
$343K +$37.1K +320 +12%
HB
795
Homrich & Berg
Georgia
$342K -$26.1K -225 -7%
LFF
796
Level Four Financial
Texas
$340K
SHWM
797
Silicon Hills Wealth Management
Texas
$336K -$92.7K -799 -22%
HW
798
Hamilton Wealth
California
$336K -$61.6K -530 -15%
BHWA
799
Beacon Harbor Wealth Advisors
Virginia
$336K
KCA
800
Karn Couzens & Associates
Connecticut
$335K +$34.8K +300 +12%