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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 %
KTC
901
Kistler-Tiffany Companies
Pennsylvania
$110K
FHC
902
First Horizon Corporation
Tennessee
$106K -$95K -826 -47%
TCWM
903
Total Clarity Wealth Management
Illinois
$106K +$106K +914 New
TCOV
904
Trust Company of Vermont
Vermont
$104K -$11.7K -100 -10%
CFN
905
Cordasco Financial Network
Florida
$100K
PGAM
906
Princeton Global Asset Management
New Jersey
$100K +$34.1K +295 +52%
CFO
907
CVA Family Office
Colorado
$100K +$100K +861 New
MIM
908
Macroview Investment Management
Maryland
$98K -$2.43K -21 -2%
BDWM
909
Brewin Dolphin Wealth Management
Ireland
$95.2K
VCM
910
Vigilant Capital Management
Maine
$95K
CTC
911
Central Trust Company
Missouri
$94K +$73.1K +632 +349%
NSB
912
Norway Savings Bank
Maine
$93K
TSW
913
Thompson Siegel & Walmsley
Virginia
$92K
AA
914
AlphaCentric Advisors
Puerto Rico
$89K +$9.83K +85 +12%
QCG
915
Quadrant Capital Group
Ohio
$87K +$2.89K +25 +3%
DWMG
916
DB Wealth Management Group
California
$85K +$233 +2 +0.3%
MM
917
Main Management
California
$85K +$33K +285 +63%
FCMT
918
Founders Capital Management (Texas)
Texas
$79K +$33.7K +290 +74%
DI
919
Disciplined Investments
Oklahoma
$76K -$48.3K -416 -39%
CHA
920
Carmichael Hill & Associates
Maryland
$76K +$2.43K +21 +3%
Nisa Investment Advisors
921
Nisa Investment Advisors
Missouri
$73.6K -$9 -75 -0%
JMF
922
Johnson Midwest Financial
Iowa
$72K
GIA
923
Goodwin Investment Advisory
Georgia
$72K
SAM
924
S.A. Mason
Michigan
$70K
EK
925
Evensky & Katz
Florida
$69K -$42.2K -366 -38%