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iShares National Muni Bond ETF

872 hedge funds and large institutions have $13.5B invested in iShares National Muni Bond ETF in 2020 Q3 according to their latest regulatory filings, with 86 funds opening new positions, 445 increasing their positions, 211 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
872
Holders Change
+32
Holders Change %
+3.81%
% of All Funds
17.64%
Holding in Top 10
90
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+5.88%
% of All Funds
1.82%
New
86
Increased
445
Reduced
211
Closed
43
Calls
$13.4M
Puts
$50.5M
Net Calls
-$37M
Net Calls Change
-$201M
Name Holding Trade Value Shares
Change
Shares
Change %
WTC
326
WhitTier Trust Company
Nevada
$2.52M +$1.16M +10,000 +85%
MA
327
MCF Advisors
Kentucky
$2.5M +$686K +5,917 +38%
EWMCB
328
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$2.49M +$453K +3,908 +22%
SHGA
329
Sand Hill Global Advisors
California
$2.47M -$353K -3,042 -12%
Janney Montgomery Scott
330
Janney Montgomery Scott
Pennsylvania
$2.45M -$312K -2,693 -11%
GRP
331
Global Retirement Partners
California
$2.44M -$9.85K -85 -0.4%
DIA
332
Dean Investment Associates
Ohio
$2.43M -$36.4K -314 -1%
DC
333
Derby & Company
Massachusetts
$2.42M -$169K -1,455 -7%
RTC
334
Riverview Trust Company
Washington
$2.41M -$1.59M -13,693 -40%
TIA
335
Traphagen Investment Advisors
New Jersey
$2.38M -$1.46M -12,584 -38%
RFO
336
RiverGlades Family Offices
Florida
$2.37M +$23.2K +200 +1%
WB
337
WesBanco Bank
West Virginia
$2.37M +$515K +4,437 +28%
CA
338
Calton & Associates
Florida
$2.33M +$90.9K +784 +4%
VWM
339
Venturi Wealth Management
Texas
$2.31M -$767K -6,616 -25%
PTC
340
Philadelphia Trust Company
Pennsylvania
$2.28M
CCM
341
Crabel Capital Management
California
$2.26M +$1.99M +17,147 +720%
FWP
342
FAS Wealth Partners
Kansas
$2.25M +$68K +587 +3%
KFA
343
Kays Financial Advisory
Georgia
$2.23M +$199K +1,716 +10%
TCM
344
Twele Capital Management
Minnesota
$2.2M +$33.5K +289 +2%
MFM
345
Mirsky Financial Management
New York
$2.2M +$159K +1,373 +8%
OAM
346
Occidental Asset Management
California
$2.17M +$46.4K +400 +2%
EA
347
Efficient Advisors
Ohio
$2.16M -$245K -2,112 -10%
CCM
348
Coldstream Capital Management
Washington
$2.16M -$88.6K -764 -4%
FAIM
349
Financial Advocates Investment Management
Washington
$2.16M -$205K -1,771 -9%
JWCA
350
J.W. Cole Advisors
Florida
$2.15M +$2.15M +18,533 New