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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 %
BCV
951
Banque Cantonale Vaudoise
Switzerland
$37K
ACA
952
Aptus Capital Advisors
Alabama
$37K
LWM
953
Liberty Wealth Management
California
$35K
SIM
954
Sonora Investment Management
Arizona
$35K +$35K +301 New
FF
955
FourThought Financial
Florida
$32K
FCA
956
FinTrust Capital Advisors
South Carolina
$32K +$13.1K +114 +69%
SC
957
SouthState Corp
Florida
$30K -$575 -5 -2%
BWA
958
BDO Wealth Advisors
Florida
$29K +$29K +246 New
AIM
959
Anchor Investment Management
South Carolina
$27.5K
NIC
960
Northwest Investment Counselors
Oregon
$27K +$27K +230 New
4FG
961
4Thought Financial Group
New York
$27K +$27K +235 New
EP
962
Eudaimonia Partners
Tennessee
$24K
BWL
963
Bogart Wealth LLC
Virginia
$23K -$23.8K -207 -51%
MA
964
Montag & Associates
Georgia
$23K
AA
965
AlphaMark Advisors
Kentucky
$23K
CPFP
966
Clear Perspectives Financial Planning
Ohio
$23K
HWA
967
HHM Wealth Advisors
Tennessee
$23K +$23K +202 New
EW
968
Evoke Wealth
California
$18K
IFA
969
Interactive Financial Advisors
Illinois
$17K -$683K -5,950 -98%
LS
970
Leelyn Smith
Illinois
$15K -$564 -5 -4%
HFA
971
Hoover Financial Advisors
Pennsylvania
$15K
TFM
972
TFC Financial Management
Massachusetts
$14K -$810 -7 -5%
SIS
973
Sound Income Strategies
Florida
$13.5K +$812 +7 +6%
PP
974
Pacifica Partners
Canada
$12K
CWC
975
Carolinas Wealth Consulting
North Carolina
$12K +$1.68K +15 +16%