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iShares National Muni Bond ETF

1,126 hedge funds and large institutions have $22.2B invested in iShares National Muni Bond ETF in 2022 Q3 according to their latest regulatory filings, with 101 funds opening new positions, 451 increasing their positions, 447 reducing their positions, and 104 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,126
Holders Change
-26
Holders Change %
-2.26%
% of All Funds
19.47%
Holding in Top 10
96
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-2.04%
% of All Funds
1.66%
New
101
Increased
451
Reduced
447
Closed
104
Calls
$6.23M
Puts
$30.1M
Net Calls
-$23.8M
Net Calls Change
+$23.6M
Name Holding Trade Value Shares
Change
Shares
Change %
BS
876
Boenning & Scattergood
Pennsylvania
$342K +$103 +1 +0%
LFAS
877
Level Four Advisory Services
Texas
$342K +$9.35K +91 +3%
IAG
878
Investment Advisory Group
Massachusetts
$341K +$30.8K +300 +10%
SWA
879
Sutton Wealth Advisors
Florida
$341K +$41.5K +405 +14%
EHC
880
Everett Harris & Co
California
$339K
AWA
881
Aaron Wealth Advisors
Illinois
$335K
FWM
882
Fairhaven Wealth Management
Illinois
$334K -$452K -4,410 -57%
ECG
883
Edge Capital Group
Georgia
$334K -$438K -4,274 -57%
FHA
884
Flagship Harbor Advisors
Massachusetts
$332K -$23K -224 -6%
MWM
885
MorganRosel Wealth Management
Colorado
$330K -$560K -5,459 -63%
LFA
886
Legacy Financial Advisors
Kentucky
$329K -$673K -6,565 -67%
CIC
887
Carnegie Investment Counsel
Ohio
$328K -$41.6K -405 -11%
MFG
888
Monumental Financial Group
Maryland
$327K -$30.7K -300 -9%
SPI
889
Sutton Place Investors
New York
$326K -$244K -2,374 -43%
PB
890
Pinnacle Bancorp
Nebraska
$321K -$133K -1,293 -29%
TPWA
891
TRUE Private Wealth Advisors
Oregon
$320K
BBNB
892
Baker Boyer National Bank
Washington
$319K
AIC
893
Archer Investment Corporation
Indiana
$318K
CCM
894
Condor Capital Management
New Jersey
$316K -$160K -1,566 -34%
MA
895
MONECO Advisors
Connecticut
$316K -$149K -1,455 -32%
SL
896
SWMG LLC
Texas
$316K +$316K +3,082 New
AI
897
Accredited Investors
Minnesota
$315K +$315K +3,070 New
HTC
898
Haverford Trust Company
Pennsylvania
$313K -$579K -5,648 -65%
LWP
899
Lumature Wealth Partners
Georgia
$313K -$137K -1,335 -30%
AWA
900
Alta Wealth Advisors
Massachusetts
$313K +$14.6K +143 +5%