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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 %
MWC
276
MBM Wealth Consultants
Missouri
$2.45M +$74.2K +651 +3%
WP
277
WealthShield Partners
North Carolina
$2.45M +$161K +1,412 +7%
CWM
278
Cornerstone Wealth Management
Missouri
$2.39M +$10.6K +93 +0.4%
RPGK
279
Retirement Planning Group (Kansas)
Kansas
$2.39M +$111K +974 +5%
RFO
280
RiverGlades Family Offices
Florida
$2.37M -$57K -500 -2%
PPP
281
Private Portfolio Partners
New Jersey
$2.36M +$302K +2,650 +15%
PTC
282
Philadelphia Trust Company
Pennsylvania
$2.35M +$1.45M +12,740 +161%
Rockefeller Capital Management
283
Rockefeller Capital Management
New York
$2.31M +$113K +995 +5%
PA
284
Pinnacle Associates
New York
$2.3M +$85.1K +747 +4%
CS
285
Comerica Securities
Michigan
$2.26M -$260K -2,285 -10%
GP
286
Girard Partners
Pennsylvania
$2.25M +$422K +3,706 +23%
DP
287
Denver PWM
Colorado
$2.24M +$142K +1,245 +7%
VA
288
Valmark Advisers
Ohio
$2.24M -$148K -1,303 -6%
CIBC Private Wealth Group
289
CIBC Private Wealth Group
Georgia
$2.2M -$3.09M -27,135 -58%
TCM
290
Twele Capital Management
Minnesota
$2.2M +$121K +1,061 +6%
BCP
291
Blue Chip Partners
Michigan
$2.18M +$65.7K +577 +3%
AW
292
Alpha Windward
Massachusetts
$2.17M +$210K +1,845 +11%
GBT
293
Grove Bank & Trust
Florida
$2.17M +$905K +7,943 +72%
HSA
294
HBK Sorce Advisory
Pennsylvania
$2.16M +$80.7K +708 +4%
CWM
295
Confluence Wealth Management
Oregon
$2.15M +$686K +6,020 +47%
AFP
296
Ausdal Financial Partners
Iowa
$2.11M +$498K +4,300 +31%
APA
297
American Portfolios Advisors
New York
$2.11M +$506K +4,445 +32%
AAS
298
Avantax Advisory Services
Texas
$2.11M +$1.82M +16,013 +637%
CIM
299
Cambria Investment Management
California
$2.09M +$228 +2 +0%
CJA
300
C-J Advisory
California
$2.07M +$40.9K +359 +2%