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iShares National Muni Bond ETF

1,170 hedge funds and large institutions have $19.8B invested in iShares National Muni Bond ETF in 2021 Q4 according to their latest regulatory filings, with 225 funds opening new positions, 512 increasing their positions, 270 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,170
Holders Change
+155
Holders Change %
+15.27%
% of All Funds
18.07%
Holding in Top 10
90
Holding in Top 10 Change
+19
Holding in Top 10 Change %
+26.76%
% of All Funds
1.39%
New
225
Increased
512
Reduced
270
Closed
52
Calls
$2.89M
Puts
$4.15M
Net Calls
-$1.26M
Net Calls Change
-$468K
Name Holding Trade Value Shares
Change
Shares
Change %
GLA
951
Good Life Advisors
Pennsylvania
$307K +$12.2K +105 +4%
GBWM
952
Granite Bay Wealth Management
New Hampshire
$302K +$302K +2,600 New
MAG
953
MRA Advisory Group
New Jersey
$299K
MHR
954
Matthew Hamilton Rosenberg
$299K
SAMC
955
Spectrum Asset Management (California)
California
$297K +$297K +2,550 New
FA
956
Fermata Advisors
California
$297K +$297K +2,552 New
AWA
957
Alta Wealth Advisors
Massachusetts
$295K +$295K +2,539 New
CL
958
CPWM LLC
Washington
$292K
MA
959
MAS Advisors
Florida
$290K +$290K +2,490 New
NAS
960
Nicolet Advisory Services
Wisconsin
$287K -$144K -1,236 -33%
MFT
961
Moisand Fitzgerald Tamayo
Florida
$287K
RK
962
Rather & Kittrell
Tennessee
$284K +$284K +2,445 New
VCM
963
Vivaldi Capital Management
Illinois
$283K -$201K -1,734 -42%
EF
964
Exeter Financial
Arizona
$283K
EIP
965
Ellis Investment Partners
Pennsylvania
$283K +$13.1K +113 +5%
OLA
966
Oliver Luxxe Assets
New Jersey
$282K -$8.72K -75 -3%
SVCP
967
Silicon Valley Capital Partners
California
$282K +$282K +2,423 New
SNB
968
Security National Bank
Nebraska
$282K +$282K +2,428 New
NB
969
Northwest Bancshares
Pennsylvania
$280K
LIM
970
Leavell Investment Management
Alabama
$279K
IF
971
Intrua Financial
Texas
$274K -$10.4K -89 -4%
TWP
972
TFO Wealth Partners
Ohio
$274K +$86.7K +743 +46%
ST
973
Smithfield Trust
Pennsylvania
$267K -$40.8K -351 -13%
NB
974
Nicolet Bankshares
Wisconsin
$267K
TF
975
Theory Financial
Colorado
$267K +$267K +2,294 New