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iShares National Muni Bond ETF

799 hedge funds and large institutions have $11.2B invested in iShares National Muni Bond ETF in 2019 Q4 according to their latest regulatory filings, with 167 funds opening new positions, 366 increasing their positions, 154 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
799
Holders Change
+128
Holders Change %
+19.08%
% of All Funds
15.78%
Holding in Top 10
65
Holding in Top 10 Change
+14
Holding in Top 10 Change %
+27.45%
% of All Funds
1.28%
New
167
Increased
366
Reduced
154
Closed
30
Calls
$2.02M
Puts
$2.75M
Net Calls
-$730K
Net Calls Change
+$1.68M
Name Holding Trade Value Shares
Change
Shares
Change %
FPGK
226
Financial Partners Group (Kansas)
Kansas
$3.35M +$322K +2,784 +11%
SCG
227
Sonata Capital Group
Washington
$3.32M +$464K +4,070 +16%
SF
228
Summit Financial
New Jersey
$3.31M -$2.87M -25,229 -46%
VC
229
Vicus Capital
Pennsylvania
$3.28M +$630K +5,530 +24%
AIA
230
Alera Investment Advisors
Illinois
$3.24M +$151K +1,329 +5%
Wealth Enhancement Advisory Services
231
Wealth Enhancement Advisory Services
Minnesota
$3.24M +$858K +7,528 +36%
FNBOMD
232
First National Bank of Mount Dora
Florida
$3.23M +$3.23M +28,318 New
CA
233
Cetera Advisors
Colorado
$3.22M -$68.6K -602 -2%
BFA
234
Bragg Financial Advisors
North Carolina
$3.21M -$245K -2,153 -7%
CIA
235
Capital Investment Advisors
Georgia
$3.2M +$23.6K +207 +0.7%
PA
236
Parallel Advisors
California
$3.14M +$217K +1,902 +7%
EWA
237
ERTS Wealth Advisors
Michigan
$3.1M +$603K +5,292 +24%
CAMG
238
CWA Asset Management Group
Florida
$3.1M -$553K -4,853 -15%
DC
239
Davenport & Co
Virginia
$3.05M +$363K +3,187 +14%
SFG
240
StrategIQ Financial Group
Indiana
$3M +$327K +2,869 +12%
ML
241
McAdam LLC
Pennsylvania
$2.97M +$499K +4,377 +20%
IWA
242
Independence Wealth Advisors
Virginia
$2.95M +$226K +1,980 +8%
SFG
243
Sowa Financial Group
Rhode Island
$2.93M +$2.93M +25,696 New
SWP
244
Stratos Wealth Partners
Ohio
$2.92M +$464K +4,076 +19%
TCM
245
Traynor Capital Management
Pennsylvania
$2.9M -$279K -2,452 -9%
NFG
246
Next Financial Group
Texas
$2.9M +$791K +6,948 +38%
1CP
247
1607 Capital Partners
Virginia
$2.88M +$2.88M +25,300 New
AWA
248
Arete Wealth Advisors
Illinois
$2.88M +$1.14M +9,959 +65%
PWM
249
Paulson Wealth Management
Illinois
$2.87M +$2.55M +22,157 +778%
SC
250
Savant Capital
Illinois
$2.86M -$6.38K -56 -0.2%