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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 %
TCM
251
Traynor Capital Management
Pennsylvania
$2.83M -$41.9K -371 -1%
FNBOSM
252
First National Bank of South Miami
Florida
$2.83M +$119K +1,056 +4%
CWM
253
Cornerstone Wealth Management
Missouri
$2.83M +$454K +4,018 +19%
NFG
254
Next Financial Group
Texas
$2.82M -$59.4K -526 -2%
RWM
255
Ritholtz Wealth Management
New York
$2.81M -$899K -7,957 -24%
CCM
256
Coldstream Capital Management
Washington
$2.81M -$11.4M -101,243 -80%
IWS
257
Insight Wealth Strategies
California
$2.8M +$2.37M +21,006 +562%
CA
258
Cetera Advisors
Colorado
$2.76M -$435K -3,847 -14%
FBFS
259
First Business Financial Services
Wisconsin
$2.74M +$11.8K +104 +0.4%
SWP
260
Stratos Wealth Partners
Ohio
$2.74M -$157K -1,392 -5%
LNWWM
261
Laird Norton Wetherby Wealth Management
California
$2.74M +$1.12M +9,897 +69%
WP
262
WealthShield Partners
North Carolina
$2.72M +$290K +2,568 +12%
NC
263
NewSquare Capital
Pennsylvania
$2.72M +$257K +2,277 +10%
FPS
264
Fieldpoint Private Securities
Connecticut
$2.71M
Baird Financial Group
265
Baird Financial Group
Wisconsin
$2.71M -$2.82M -24,921 -51%
WLIM
266
White Lighthouse Investment Management
Massachusetts
$2.71M -$1.7K -15 -0.1%
APP
267
Avantax Planning Partners
Iowa
$2.69M +$46.7K +413 +2%
PCMC
268
Paragon Capital Management (Colorado)
Colorado
$2.69M -$1.45M -12,788 -35%
AWMG
269
Alliance Wealth Management Group
New Jersey
$2.67M +$13.4K +119 +0.5%
OAM
270
Occidental Asset Management
California
$2.67M +$705K +6,237 +36%
GRP
271
Global Retirement Partners
California
$2.65M +$114K +1,013 +5%
MFG
272
Menard Financial Group
Texas
$2.64M -$768K -6,797 -23%
TA
273
Tiedemann Advisors
New York
$2.63M
SHGA
274
Sand Hill Global Advisors
California
$2.57M -$1.19M -10,525 -32%
MIA
275
MainStreet Investment Advisors
Illinois
$2.55M +$60.6K +536 +2%