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iShares National Muni Bond ETF

816 hedge funds and large institutions have $10.9B invested in iShares National Muni Bond ETF in 2020 Q1 according to their latest regulatory filings, with 102 funds opening new positions, 332 increasing their positions, 264 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
816
Holders Change
+17
Holders Change %
+2.13%
% of All Funds
18.03%
Holding in Top 10
87
Holding in Top 10 Change
+22
Holding in Top 10 Change %
+33.85%
% of All Funds
1.92%
New
102
Increased
332
Reduced
264
Closed
71
Calls
$11M
Puts
$23.6M
Net Calls
-$12.6M
Net Calls Change
-$11.9M
Name Holding Trade Value Shares
Change
Shares
Change %
CCP
226
Cardan Capital Partners
Colorado
$3.44M -$149K -1,317 -4%
EWA
227
EP Wealth Advisors
California
$3.4M -$3.05K -27 -0.1%
SFG
228
StrategIQ Financial Group
Indiana
$3.4M +$420K +3,716 +14%
WCM
229
Wunderlich Capital Managemnt
Tennessee
$3.37M -$50.4K -446 -1%
MI
230
Moneywise Inc
Virginia
$3.37M -$619K -5,478 -16%
SC
231
Savant Capital
Illinois
$3.35M +$512K +4,530 +18%
BFA
232
Bragg Financial Advisors
North Carolina
$3.33M +$145K +1,281 +5%
CCM
233
Colorado Capital Management
Colorado
$3.33M -$1.01M -8,975 -23%
SW
234
SlateStone Wealth
Florida
$3.32M -$66.2K -586 -2%
SCG
235
Sonata Capital Group
Washington
$3.3M +$7.91K +70 +0.2%
PA
236
Parallel Advisors
California
$3.29M +$179K +1,587 +6%
IWA
237
Independence Wealth Advisors
Virginia
$3.28M +$356K +3,147 +12%
CWS
238
Cypress Wealth Services
California
$3.26M +$480K +4,244 +17%
AA
239
Auxano Advisors
Washington
$3.16M +$3.16M +28,000 New
RIA
240
Regal Investment Advisors
Michigan
$3.16M -$518K -4,587 -14%
DC
241
Davenport & Co
Virginia
$3.13M +$98.9K +875 +3%
ML
242
McAdam LLC
Pennsylvania
$3.03M +$89.3K +790 +3%
PD
243
Planning Directions
Pennsylvania
$3.01M +$3.01M +26,604 New
SFG
244
Sowa Financial Group
Rhode Island
$3M +$94.5K +836 +3%
CIA
245
Capital Investment Advisors
Georgia
$2.99M -$182K -1,607 -6%
SF
246
Summit Financial
New Jersey
$2.97M -$318K -2,811 -10%
SP
247
SWS Partners
Ohio
$2.89M +$2.89M +25,544 New
Janney Montgomery Scott
248
Janney Montgomery Scott
Pennsylvania
$2.87M -$2.28M -20,148 -44%
MLM
249
Mount Lucas Management
Pennsylvania
$2.85M +$1.57M +13,935 +123%
MWC
250
MBM Wealth Consultants
Missouri
$2.85M +$417K +3,689 +17%