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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 %
DY
851
Dowling & Yahnke
California
$247K
DWM
852
Doyle Wealth Management
Florida
$245K -$13.2K -114 -5%
AM
853
Atwater Malick
Pennsylvania
$243K
HC
854
Hamilton Capital
Ohio
$243K +$464 +4 +0.2%
DI
855
DFPG Investments
Utah
$239K
RHP
856
Royal Harbor Partners
Texas
$239K
IF
857
IRON Financial
Illinois
$239K +$239K +2,061 New
CWM
858
Consultiva Wealth Management
Puerto Rico
$238K
LFA
859
Legacy Financial Advisors
Kentucky
$237K +$12.3K +106 +5%
NFG
860
Nations Financial Group
Iowa
$237K +$237K +2,043 New
FI
861
Financial Insights
Washington
$236K
LJAC
862
L.J. Altfest & Co
New York
$234K +$27K +232 +13%
PGWM
863
Parisi Gray Wealth Management
New Jersey
$233K -$9.18K -79 -4%
MW
864
MBL Wealth
North Carolina
$232K -$522K -4,500 -69%
WCG
865
Weaver Consulting Group
California
$232K
PCMC
866
Private Capital Management (Colorado)
Colorado
$231K +$18.9K +163 +9%
DFG
867
Demars Financial Group
Washington
$229K +$229K +1,970 New
LA
868
Legacy Advisors
Pennsylvania
$227K +$227K +1,960 New
EIA
869
Eldridge Investment Advisors
New Hampshire
$223K
DSAM
870
Dock Street Asset Management
Florida
$222K
RVPG
871
Relative Value Partners Group
$219K +$465 +4 +0.2%
WWM
872
Wolff Wiese Magana
California
$218K
BIA
873
Bigelow Investment Advisors
Maine
$214K +$214K +1,845 New
RTS
874
Round Table Services
New Jersey
$213K +$213K +1,836 New
FCFC
875
First Citizens Financial Corp
Iowa
$210K -$99K -854 -32%