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iShares National Muni Bond ETF

991 hedge funds and large institutions have $15.5B invested in iShares National Muni Bond ETF in 2020 Q4 according to their latest regulatory filings, with 166 funds opening new positions, 487 increasing their positions, 194 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
991
Holders Change
+119
Holders Change %
+13.65%
% of All Funds
17.58%
Holding in Top 10
100
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+11.11%
% of All Funds
1.77%
New
166
Increased
487
Reduced
194
Closed
32
Calls
$5.36M
Puts
$9.35M
Net Calls
-$4M
Net Calls Change
+$33M
Name Holding Trade Value Shares
Change
Shares
Change %
AFG
951
Albion Financial Group
Utah
$28K +$28K +235 New
AIM
952
Anchor Investment Management
South Carolina
$27.8K
HWA
953
HCR Wealth Advisors
California
$26K
EP
954
Eudaimonia Partners
Tennessee
$25K -$7.94K -67 -24%
BWM
955
Baystate Wealth Management
Massachusetts
$24K -$54.6K -457 -69%
AA
956
AlphaMark Advisors
Kentucky
$23K
MA
957
Montag & Associates
Georgia
$23K +$23K +197 New
CPFP
958
Clear Perspectives Financial Planning
Ohio
$23K +$23K +200 New
CTC
959
Central Trust Company
Missouri
$21K
BEI
960
Benjamin Edwards Inc
Missouri
$20K +$471 +4 +2%
FCA
961
FinTrust Capital Advisors
South Carolina
$19K
EW
962
Evoke Wealth
California
$18K
LS
963
Leelyn Smith
Illinois
$16K -$580 -5 -3%
GAM
964
Gemmer Asset Management
California
$16K +$14.8K +128 +1,280%
HFA
965
Hoover Financial Advisors
Pennsylvania
$15K
TFM
966
TFC Financial Management
Massachusetts
$15K +$820 +7 +6%
SIS
967
Sound Income Strategies
Florida
$13K
PP
968
Pacifica Partners
Canada
$12K
HI
969
Human Investing
Oregon
$11K
CWC
970
Carolinas Wealth Consulting
North Carolina
$11K +$9.69K +81 +736%
RG
971
Retirement Group
California
$10K -$157K -1,382 -94%
DOA
972
D'Orazio & Associates
Virginia
$10K +$10K +87 New
PWMG
973
Prestige Wealth Management Group
New Jersey
$9K -$31.2K -281 -78%
ADL
974
Asset Dedication LLC
California
$8K
MF
975
Manchester Financial
California
$6K