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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 %
LWANC
276
Laurel Wealth Advisors (North Carolina)
North Carolina
$2.53M +$75.8K +671 +3%
BCP
277
Blue Chip Partners
Michigan
$2.52M +$362K +3,199 +17%
KCM
278
Kanawha Capital Management
Virginia
$2.52M -$1.57M -13,854 -38%
RPGK
279
Retirement Planning Group (Kansas)
Kansas
$2.5M +$122K +1,083 +5%
PP
280
PDS Planning
Ohio
$2.48M +$640K +5,663 +35%
PPA
281
Parametric Portfolio Associates
Washington
$2.47M +$1.26M +11,168 +104%
EA
282
Efficient Advisors
Ohio
$2.45M -$189K -1,671 -7%
MGI
283
MayTech Global Investments
New York
$2.45M
DIA
284
Dean Investment Associates
Ohio
$2.44M -$11.3K -100 -0.5%
GP
285
Girard Partners
Pennsylvania
$2.43M +$197K +1,741 +9%
PPP
286
Private Portfolio Partners
New Jersey
$2.42M +$72.3K +640 +3%
CPO
287
Cerity Partners OCIO
New York
$2.39M -$161K -1,428 -6%
PA
288
Pinnacle Associates
New York
$2.37M +$88.6K +784 +4%
RFO
289
RiverGlades Family Offices
Florida
$2.36M +$5.65K +50 +0.2%
DP
290
Denver PWM
Colorado
$2.31M +$153K +1,390 +7%
WA
291
Waverly Advisors
Alabama
$2.3M -$190K -1,685 -8%
WWM
292
Windsor Wealth Management
Indiana
$2.3M +$405K +3,588 +21%
GBT
293
Grove Bank & Trust
Florida
$2.3M +$145K +1,284 +7%
BWP
294
BSW Wealth Partners
Colorado
$2.3M +$1.52M +13,454 +196%
PTC
295
Philadelphia Trust Company
Pennsylvania
$2.28M -$53K -469 -2%
RMC
296
Regis Management Company
California
$2.25M -$4.4M -38,901 -66%
AFP
297
Ausdal Financial Partners
Iowa
$2.25M +$184K +1,624 +9%
Rockefeller Capital Management
298
Rockefeller Capital Management
New York
$2.24M -$56.4K -499 -2%
VWM
299
Venturi Wealth Management
Texas
$2.24M +$1.05M +9,328 +89%
APA
300
American Portfolios Advisors
New York
$2.22M +$127K +1,121 +6%