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iShares National Muni Bond ETF

1,158 hedge funds and large institutions have $19.1B invested in iShares National Muni Bond ETF in 2022 Q1 according to their latest regulatory filings, with 103 funds opening new positions, 476 increasing their positions, 419 reducing their positions, and 97 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,158
Holders Change
-12
Holders Change %
-1.03%
% of All Funds
18.33%
Holding in Top 10
89
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-1.11%
% of All Funds
1.41%
New
103
Increased
476
Reduced
419
Closed
97
Calls
$2.37M
Puts
$12.8M
Net Calls
-$10.4M
Net Calls Change
-$9.18M
Name Holding Trade Value Shares
Change
Shares
Change %
VNIM
976
Vaughan Nelson Investment Management
Texas
$242K
WAG
977
Winthrop Advisory Group
Massachusetts
$241K -$121K -1,099 -33%
TF
978
Theory Financial
Colorado
$240K -$11.2K -102 -4%
TWM
979
Trinity Wealth Management
Pennsylvania
$240K
WFA
980
Wipfli Financial Advisors
Wisconsin
$239K -$13K -119 -5%
CYG
981
Clean Yield Group
Vermont
$238K +$110 +1 +0%
RC
982
Rovin Capital
Arizona
$236K -$13K -119 -5%
DBRC
983
D.B. Root & Company
Pennsylvania
$235K +$110 +1 +0%
APWA
984
Atlas Private Wealth Advisors
New Jersey
$234K -$121K -1,106 -34%
HS
985
Horan Securities
United States
$234K +$50.4K +459 +27%
HL
986
HeadInvest LLC
Maine
$233K -$118K -1,078 -34%
FM
987
Foster & Motley
Ohio
$232K -$83.5K -763 -26%
AM
988
Atwater Malick
Pennsylvania
$230K
DFG
989
Demars Financial Group
Washington
$230K
SFPM
990
Sensible Financial Planning & Management
Massachusetts
$229K -$8.79K -80 -4%
DCM
991
DGS Capital Management
New Jersey
$229K +$219 +2 +0.1%
PWLP
992
Prio Wealth Limited Partnership
Massachusetts
$228K -$419K -3,815 -65%
TIAM2
993
Tru Independence Asset Management 2
Oregon
$228K -$344K -3,140 -60%
AWC
994
Abundance Wealth Counselors
Pennsylvania
$228K
BA
995
Ballast Advisors
Minnesota
$228K +$54.8K +500 +32%
MCA
996
MSH Capital Advisors
Arizona
$227K +$227K +2,075 New
JIP
997
Jaffetilchin Investment Partners
Florida
$227K -$92.4K -876 -29%
IP
998
Intellectus Partners
California
$227K -$91.9K -837 -29%
C
999
CEDRUS
Colorado
$226K -$189K -1,726 -46%
IF
1000
IRON Financial
Illinois
$226K