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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 %
Citigroup
151
Citigroup
New York
$10.3M +$4.79M +41,246 +87%
SFA
152
Source Financial Advisors
New York
$10.3M +$1.58M +13,619 +18%
HI
153
Hudock Inc
Pennsylvania
$10.2M +$1.4M +12,024 +16%
ASN
154
Advisory Services Network
Georgia
$10.1M +$2.75M +23,730 +38%
ANTB
155
AMG National Trust Bank
Colorado
$9.95M -$72.5K -625 -0.7%
Comerica Bank
156
Comerica Bank
Texas
$9.57M -$350K -2,991 -4%
EWA
157
EP Wealth Advisors
California
$9.43M +$3.62M +31,233 +62%
PRWA
158
Platte River Wealth Advisors
Colorado
$9.41M -$2.18M -18,718 -19%
CAAS
159
Capital Asset Advisory Services
Michigan
$9.28M +$8.18M +70,506 +745%
CCG
160
Cypress Capital Group
Florida
$9.24M -$792K -6,825 -8%
AllianceBernstein
161
AllianceBernstein
Tennessee
$9.14M -$393K -3,387 -4%
Mirae Asset Global Investments
162
Mirae Asset Global Investments
South Korea
$9.13M -$2.77M -23,900 -23%
Cerity Partners
163
Cerity Partners
New York
$9.03M +$343K +2,953 +4%
MIA
164
MainStreet Investment Advisors
Illinois
$9M -$1.83M -15,761 -17%
G
165
GenTrust
Florida
$8.85M +$609K +5,252 +7%
CISOA
166
Capital Investment Services of America
Wisconsin
$8.73M -$34.8K -300 -0.4%
WPW
167
Waldron Private Wealth
Pennsylvania
$8.64M -$1.3M -11,217 -13%
FVWA
168
Foster Victor Wealth Advisors
South Carolina
$8.64M +$819K +7,027 +10%
USAA
169
United Services Automobile Association
Texas
$8.58M -$1.62M -13,987 -16%
BOPW
170
Brandywine Oak Private Wealth
Pennsylvania
$8.56M +$395K +3,401 +5%
EWA
171
ERTS Wealth Advisors
Michigan
$8.53M -$514K -4,425 -6%
MFA
172
Mayflower Financial Advisors
Massachusetts
$8.53M +$545K +4,699 +7%
FCH
173
Freestone Capital Holdings
Washington
$8.4M +$798K +6,879 +11%
CFO
174
Collective Family Office
Pennsylvania
$8.36M +$731K +6,297 +10%
OAP
175
One Advisory Partners
Kansas
$8.24M -$179K -1,542 -2%