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iShares National Muni Bond ETF

1,015 hedge funds and large institutions have $17.9B invested in iShares National Muni Bond ETF in 2021 Q3 according to their latest regulatory filings, with 62 funds opening new positions, 498 increasing their positions, 289 reducing their positions, and 51 closing their positions.

Holders
1,015
Holders Change
-2
Holders Change %
-0.2%
% of All Funds
17.83%
Holding in Top 10
71
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-5.33%
% of All Funds
1.25%
New
62
Increased
498
Reduced
289
Closed
51
Calls
$5.25M
Puts
$6.04M
Net Calls
-$789K
Net Calls Change
+$3.25M
Name Market Value Shares Shares
Change
Shares
Change %
CWM
926
Consultiva Wealth Management
Puerto Rico
$144K 1,242 +1,242 New
BWM
927
BerganKDV Wealth Management
Minnesota
$137K 1,183 +650 +122%
CHA
928
Carmichael Hill & Associates
Maryland
$134K 1,153 +338 +41%
BW
929
Bison Wealth
Georgia
$127K 1,093 -300 -22%
TSW
930
Thompson Siegel & Walmsley
Virginia
$127K 1,095 +299 +38%
LWM
931
Liberty Wealth Management
California
$126K 1,081 +678 +168%
BMD
932
Better Money Decisions
New Mexico
$116K 1,000 +2 +0.2%
TCWM
933
Total Clarity Wealth Management
Illinois
$113K 974 +974 New
FFA
934
Founders Financial Alliance
North Carolina
$111K 951
SMA
935
Sage Mountain Advisors
Georgia
$103K 890 +890 New
AA
936
AlphaCentric Advisors
Puerto Rico
$99K 851 -1,300 -60%
FCMT
937
Founders Capital Management (Texas)
Texas
$99K 850 +170 +25%
BDWM
938
Brewin Dolphin Wealth Management
Ireland
$95.3K 820
CTC
939
Central Trust Company
Missouri
$94K 813 -297 -27%
FA
940
Flagstar Advisors
New York
$94K 811 +811 New
NSB
941
Norway Savings Bank
Maine
$93K 800
MIM
942
Macroview Investment Management
Maryland
$89K 766 -73 -9%
VCM
943
Vigilant Capital Management
Maine
$88K 758 -149 -16%
JMF
944
Johnson Midwest Financial
Iowa
$86K 736 -53 -7%
DWMG
945
DB Wealth Management Group
California
$86K 736 +3 +0.4%
MM
946
Main Management
California
$85K 735
PGAM
947
Princeton Global Asset Management
New Jersey
$81K 695
QCG
948
Quadrant Capital Group
Ohio
$81K 695 +1 +0.1%
DI
949
Disciplined Investments
Oklahoma
$76K 656 +1 +0.2%
HCP
950
Hexagon Capital Partners
Arkansas
$76K 652 +652 New