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iShares National Muni Bond ETF

991 hedge funds and large institutions have $15.5B invested in iShares National Muni Bond ETF in 2020 Q4 according to their latest regulatory filings, with 166 funds opening new positions, 487 increasing their positions, 194 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
991
Holders Change
+119
Holders Change %
+13.65%
% of All Funds
17.58%
Holding in Top 10
100
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+11.11%
% of All Funds
1.77%
New
166
Increased
487
Reduced
194
Closed
32
Calls
$5.36M
Puts
$9.35M
Net Calls
-$4M
Net Calls Change
+$33M
Name Holding Trade Value Shares
Change
Shares
Change %
SMC
826
Smith, Moore & Co
Missouri
$256K -$26.4K -225 -9%
WFA
827
Wipfli Financial Advisors
Wisconsin
$255K +$255K +2,178 New
SFPM
828
Sensible Financial Planning & Management
Massachusetts
$254K
RC
829
Rovin Capital
Arizona
$254K +$702 +6 +0.3%
HGWM
830
Horst & Graben Wealth Management
Oregon
$254K +$1.76K +15 +0.7%
PCA
831
Personal Capital Advisors
California
$253K -$142K -1,209 -36%
SIM
832
Stratos Investment Management
Ohio
$252K +$14.4K +123 +6%
KPWS
833
Kestra Private Wealth Services
Texas
$250K +$250K +2,131 New
DY
834
Dowling & Yahnke
California
$249K
BCM
835
Bourgeon Capital Management
Connecticut
$246K
RA
836
Reby Advisors
Connecticut
$246K +$246K +2,096 New
AM
837
Atwater Malick
Pennsylvania
$245K
HC
838
Hamilton Capital
Ohio
$245K +$938 +8 +0.4%
COI
839
Connable Office Inc
Michigan
$245K +$245K +2,091 New
PGWM
840
Parisi Gray Wealth Management
New Jersey
$244K -$28.6K -244 -10%
DI
841
DFPG Investments
Utah
$241K -$46.5K -397 -16%
RHP
842
Royal Harbor Partners
Texas
$241K
CWM
843
Consultiva Wealth Management
Puerto Rico
$241K +$241K +2,055 New
AWM
844
Aprio Wealth Management
Georgia
$239K -$2.46K -21 -1%
FI
845
Financial Insights
Washington
$238K
LA
846
LexAurum Advisors
Kansas
$237K +$28.9K +247 +14%
EIP
847
Ellis Investment Partners
Pennsylvania
$235K +$1.64K +14 +0.7%
WCG
848
Weaver Consulting Group
California
$234K
SA
849
Stewardship Advisors
Pennsylvania
$233K -$245K -2,091 -51%
AWA
850
ARS Wealth Advisors
Florida
$231K