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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 %
CIAS
326
Capital Investment Advisory Services
North Carolina
$1.88M +$755K +6,680 +67%
ST
327
Spinnaker Trust
Maine
$1.87M
CWM
328
Confluence Wealth Management
Oregon
$1.84M -$292K -2,587 -14%
PAG
329
Pinnacle Advisory Group
Maryland
$1.84M -$3.73K -33 -0.2%
SCM
330
Smith Capital Management
Arkansas
$1.82M -$59.9K -530 -3%
FAM
331
Flaharty Asset Management
Florida
$1.81M
MA
332
Mutual Advisors
Nebraska
$1.78M -$815K -7,213 -31%
Thrivent Financial for Lutherans
333
Thrivent Financial for Lutherans
Minnesota
$1.78M +$185K +1,638 +12%
RC
334
Roundview Capital
New Jersey
$1.75M +$94.4K +835 +6%
VCM
335
Verde Capital Management
Michigan
$1.71M -$81K -717 -5%
SWM
336
Sugarloaf Wealth Management
Georgia
$1.7M +$1.29M +11,449 +315%
BCA
337
Berman Capital Advisors
Georgia
$1.7M +$1.7M +15,077 New
WB
338
WesBanco Bank
West Virginia
$1.7M +$273K +2,413 +19%
SW
339
SteelPeak Wealth
California
$1.7M -$157K -1,388 -8%
AW
340
Alpha Windward
Massachusetts
$1.69M -$460K -4,070 -21%
CFGS
341
Concourse Financial Group Securities
Alabama
$1.68M +$890K +7,875 +112%
RWP
342
RWA Wealth Partners
Massachusetts
$1.67M
AAM
343
Autus Asset Management
Arizona
$1.66M -$57.1K -505 -3%
IWA
344
IBEX Wealth Advisors
New Jersey
$1.65M +$146K +1,290 +10%
DSC
345
Duncker Streett & Co
Missouri
$1.65M +$24.4K +216 +1%
DTL
346
Dynamic Technology Lab
Singapore
$1.59M +$1.59M +14,038 New
BCM
347
Bowie Capital Management
Texas
$1.58M +$1.58M +14,000 New
HCM
348
Horiko Capital Management
New York
$1.57M
CG
349
Colony Group
Massachusetts
$1.56M -$82.5K -730 -5%
CIM
350
Cambria Investment Management
California
$1.54M -$532K -4,702 -26%