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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 %
BAM
801
BTS Asset Management
Massachusetts
$499K
AFS
802
AFG Fiduciary Services
Massachusetts
$499K +$71.9K +656 +17%
WCM
803
Windham Capital Management
Massachusetts
$497K
CAP
804
Columbia Advisory Partners
Washington
$496K +$24.8K +226 +5%
DHFB
805
Dixon Hubard Feinour & Brown
Virginia
$496K +$49.9K +455 +11%
VWA
806
VERITY Wealth Advisors
United States
$493K +$1.43K +13 +0.3%
AL
807
ADE LLC
Maryland
$491K
CCP
808
Corient Capital Partners
California
$491K
AA
809
ACT Advisors
North Carolina
$490K +$32.4K +295 +7%
AIM
810
Alhambra Investment Management
Florida
$490K +$187K +1,705 +62%
LNWWM
811
Laird Norton Wetherby Wealth Management
California
$489K +$102K +926 +26%
RF
812
RHS Financial
California
$486K +$190K +1,731 +64%
FCA
813
FLC Capital Advisors
California
$485K -$103K -938 -17%
BHWM
814
Bar Harbor Wealth Management
New Hampshire
$485K -$31.5K -288 -6%
VCP
815
Verus Capital Partners
Arizona
$484K +$484K +4,454 New
DHGWA
816
Dixon Hughes Goodman Wealth Advisors
North Carolina
$481K +$28.9K +264 +6%
WF
817
WoodTrust Financial
Wisconsin
$476K +$476K +4,338 New
CWM
818
Cordatus Wealth Management
Pennsylvania
$475K -$373K -3,400 -44%
CPA
819
Cardiff Park Advisors
California
$475K +$658 +6 +0.1%
VCA
820
Verdence Capital Advisors
Maryland
$474K +$29.4K +268 +7%
GSWM
821
Greenup Street Wealth Management
Michigan
$474K +$145K +1,325 +44%
SC
822
Stephens Consulting
Michigan
$471K +$108K +984 +30%
SW
823
Simplicity Wealth
New Jersey
$469K +$8.88K +81 +2%
ST
824
Sabal Trust
Florida
$468K
LA
825
LexAurum Advisors
Kansas
$465K +$154K +1,402 +49%