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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 %
IWAG
851
Integer Wealth Advisors Group
Georgia
$231K +$231K +1,975 New
LFA
852
Legacy Financial Advisors
Kentucky
$227K
EIA
853
Eldridge Investment Advisors
New Hampshire
$226K
CBT
854
Capital Bank & Trust
California
$226K +$226K +1,925 New
DSAM
855
Dock Street Asset Management
Florida
$224K +$224K +1,915 New
RVPG
856
Relative Value Partners Group
$220K +$1.05K +9 +0.5%
WWM
857
Wolff Wiese Magana
California
$220K +$220K +1,880 New
BFPW
858
BOK Financial Private Wealth
Colorado
$217K
PCM
859
Pointe Capital Management
Michigan
$215K -$239K -2,041 -53%
PCMC
860
Private Capital Management (Colorado)
Colorado
$214K +$214K +1,827 New
XWM
861
Xcel Wealth Management
Florida
$211K
FMWA
862
Forvis Mazars Wealth Advisors
Missouri
$211K +$211K +1,800 New
SI
863
Stephens Inc
Arkansas
$211K +$211K +1,803 New
LHC
864
Little House Capital
Massachusetts
$211K +$211K +1,804 New
Brown Advisory
865
Brown Advisory
Maryland
$209K
LJAC
866
L.J. Altfest & Co
New York
$209K +$209K +1,781 New
RWA
867
Redhawk Wealth Advisors
Minnesota
$208K +$4.91K +42 +2%
HS
868
Horan Securities
United States
$205K +$117 +1 +0.1%
CAM
869
Concorde Asset Management
Michigan
$205K +$205K +1,753 New
FHC
870
First Horizon Corporation
Tennessee
$204K -$4.09K -35 -2%
RRWA
871
Rainey & Randall Wealth Advisors
Florida
$203K -$326K -2,783 -62%
ZIM
872
Zacks Investment Management
Illinois
$201K +$201K +1,713 New
PCH
873
PGIM Custom Harvest
New Jersey
$200K +$200K +1,710 New
ST
874
Smithfield Trust
Pennsylvania
$197K
RWA
875
Ropes Wealth Advisors
Massachusetts
$196K