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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 %
GGI
976
Godsey & Gibb Inc
Virginia
$36K 310
FF
977
FourThought Financial
Florida
$32K 277
SC
978
SouthState Corp
Florida
$31K 269 +21 +8%
HWA
979
HHM Wealth Advisors
Tennessee
$31K 266 +64 +32%
KIG
980
Kowal Investment Group
Wisconsin
$30K 261 +261 New
BWA
981
BDO Wealth Advisors
Florida
$29K 246
AFG
982
Albion Financial Group
Utah
$27K 235
PA
983
PSI Advisors
Florida
$27K 233 +233 New
CICI
984
Capital Investment Counsel Inc
North Carolina
$26K 222
BWL
985
Bogart Wealth LLC
Virginia
$26K 220 +9 +4%
TAM
986
Tucker Asset Management
Colorado
$23.5K 203 +203 New
MA
987
Montag & Associates
Georgia
$23K 197
AA
988
AlphaMark Advisors
Kentucky
$23K 200
LAS
989
Lloyd Advisory Services
Georgia
$18K 156 +27 +21%
PCA
990
Providence Capital Advisors
North Carolina
$17K 144 -500 -78%
NFSG
991
Newbridge Financial Services Group
Florida
$16K 139 +87 +167%
LS
992
Leelyn Smith
Illinois
$14K 123 -6 -5%
TFM
993
TFC Financial Management
Massachusetts
$14K 121
SIS
994
Sound Income Strategies
Florida
$13K 109
PP
995
Pacifica Partners
Canada
$12K 100
CWC
996
Carolinas Wealth Consulting
North Carolina
$12K 108 +1 +0.9%
RG
997
Retirement Group
California
$11K 94
FMII
998
Farmers & Merchants Investments Inc
Nebraska
$10K 83 +39 +89%
PWMG
999
Prestige Wealth Management Group
New Jersey
$9K 81
EWM
1000
Edge Wealth Management
New York
$6K 55