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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 %
SAM
901
Strategy Asset Managers
California
$339K -$160K -1,505 -32%
SIC
902
Sigma Investment Counselors
Michigan
$337K -$227K -2,134 -40%
TPWA
903
TRUE Private Wealth Advisors
Oregon
$332K
AIM
904
Acropolis Investment Management
Missouri
$331K -$3.57M -33,629 -92%
PWW
905
Pettyjohn Wood & White
Virginia
$331K -$42.7K -401 -11%
BBNB
906
Baker Boyer National Bank
Washington
$331K
CIA
907
Caerus Investment Advisors
Texas
$331K +$331K +3,116 New
AIC
908
Archer Investment Corporation
Indiana
$330K
KWM
909
KerberRose Wealth Management
Wisconsin
$328K +$328K +3,082 New
SFP
910
Sterling Financial Planning
New Jersey
$325K -$58.6K -551 -15%
IBOK
911
Independence Bank of Kentucky
Kentucky
$322K
CPA
912
Cardiff Park Advisors
California
$321K -$139K -1,311 -30%
IAG
913
Investment Advisory Group
Massachusetts
$321K -$13.5K -127 -4%
MAM
914
Madison Asset Management
Wisconsin
$318K -$90.1K -847 -22%
RIM
915
Rockbridge Investment Management
New York
$318K -$325K -3,057 -51%
WTB
916
Washington Trust Bank
Washington
$315K
AFS
917
AFG Fiduciary Services
Massachusetts
$313K -$171K -1,609 -35%
SFG
918
SevenBridge Financial Group
Pennsylvania
$313K
SWA
919
Sutton Wealth Advisors
Florida
$310K -$20.7K -195 -6%
AWA
920
Alta Wealth Advisors
Massachusetts
$310K +$532 +5 +0.2%
NCM
921
Northwest Capital Management
Oregon
$306K -$44.6K -419 -13%
SEIA
922
Signature Estate & Investment Advisors
California
$306K +$50.7K +475 +20%
TCBWMS
923
Texas Capital Bank Wealth Management Services
Texas
$306K +$306K +2,880 New
RF
924
RHS Financial
California
$305K -$167K -1,571 -35%
FA
925
Fermata Advisors
California
$304K +$29.6K +279 +11%