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iShares National Muni Bond ETF

1,152 hedge funds and large institutions have $23.5B invested in iShares National Muni Bond ETF in 2022 Q2 according to their latest regulatory filings, with 128 funds opening new positions, 407 increasing their positions, 488 reducing their positions, and 122 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,152
Holders Change
-6
Holders Change %
-0.52%
% of All Funds
19.48%
Holding in Top 10
98
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+10.11%
% of All Funds
1.66%
New
128
Increased
407
Reduced
488
Closed
122
Calls
$5.42M
Puts
$52.9M
Net Calls
-$47.4M
Net Calls Change
-$37M
Name Holding Trade Value Shares
Change
Shares
Change %
VCM
876
Verde Capital Management
Michigan
$370K -$531K -4,988 -59%
CWM
877
Chemistry Wealth Management
New York
$370K
NLP
878
Next Level Private
New York
$370K +$370K +3,480 New
FHA
879
Flagship Harbor Advisors
Massachusetts
$368K -$76.9K -724 -17%
PCA
880
Personal Capital Advisors
California
$368K -$53.8K -505 -13%
MSFS
881
Main Street Financial Solutions
Pennsylvania
$367K +$15.3K +144 +4%
9WM
882
9258 Wealth Management
Ohio
$367K +$367K +3,446 New
RFO
883
RiverGlades Family Offices
Florida
$364K -$1.26M -11,835 -78%
RFG
884
Range Financial Group
Oregon
$364K
UWM
885
USAdvisors Wealth Management
Minnesota
$362K -$1.54M -14,457 -81%
BHWA
886
Beacon Harbor Wealth Advisors
Virginia
$361K -$12.3K -116 -3%
SIG
887
Spinnaker Investment Group
California
$359K -$22.3K -210 -6%
KIG
888
Kowal Investment Group
Wisconsin
$358K +$358K +3,367 New
BS
889
Boenning & Scattergood
Pennsylvania
$355K
LMKC
890
L.M. Kohn & Company
Ohio
$354K -$3.62K -34 -1%
RWM
891
RKL Wealth Management
Pennsylvania
$353K +$1.59K +15 +0.5%
BFG
892
Barber Financial Group
Kansas
$351K -$19.5M -183,674 -98%
EHC
893
Everett Harris & Co
California
$351K
FNBOO
894
First National Bank of Omaha
Nebraska
$351K
BTWM
895
Baker Tilly Wealth Management
Wisconsin
$349K +$55.6K +522 +19%
AWA
896
Aaron Wealth Advisors
Illinois
$347K -$1.24M -11,643 -78%
MC
897
Moors & Cabot
Massachusetts
$344K -$638K -6,000 -65%
BCM
898
Boltwood Capital Management
California
$344K -$290K -2,720 -46%
LFAS
899
Level Four Advisory Services
Texas
$344K -$39.1K -368 -10%
FNBT
900
FineMark National Bank & Trust
Florida
$341K -$22.1K -208 -6%