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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 %
JCM
376
Jacobi Capital Management
Pennsylvania
$1.34M +$52K +460 +4%
DIP
377
DT Investment Partners
Pennsylvania
$1.34M +$1.12M +9,908 +500%
PGFC
378
Peapack-Gladstone Financial Corp
New Jersey
$1.34M
RMA
379
Roffman Miller Associates
Pennsylvania
$1.34M +$1.36K +12 +0.1%
MFM
380
Mirsky Financial Management
New York
$1.33M +$106K +940 +9%
GFP
381
Gryphon Financial Partners
Ohio
$1.32M +$4.97K +44 +0.4%
Susquehanna International Group
382
Susquehanna International Group
Pennsylvania
$1.32M +$1.32M +11,708 New
ECM
383
Exchange Capital Management
Michigan
$1.32M +$337K +2,979 +34%
FA
384
FC Advisory
Pennsylvania
$1.31M -$151K -1,340 -10%
ACS
385
Archford Capital Strategies
Illinois
$1.31M +$450K +3,978 +52%
KL
386
KWMG LLC
Kansas
$1.3M -$89.6K -793 -6%
PWM
387
PBMares Wealth Management
Virginia
$1.3M +$13.2K +117 +1%
ACP
388
Aveo Capital Partners
Colorado
$1.28M +$111K +981 +9%
CAM
389
Crestone Asset Management
Colorado
$1.27M
SSWM
390
Sheets Smith Wealth Management
North Carolina
$1.25M +$84.2K +745 +7%
Kovitz Investment Group Partners
391
Kovitz Investment Group Partners
Illinois
$1.24M +$150K +1,325 +14%
MFG
392
Magnus Financial Group
New York
$1.24M -$10.3K -91 -0.8%
RA
393
RFG Advisory
Alabama
$1.23M +$11.9K +105 +1%
WT
394
Whittier Trust
California
$1.22M +$650K +5,749 +113%
SYBT
395
Stock Yards Bank & Trust
Kentucky
$1.22M
GJIC
396
Gamble Jones Investment Counsel
California
$1.22M +$339 +3 +0%
FANJ
397
Financial Architects (New Jersey)
New Jersey
$1.19M -$118K -1,041 -9%
PWM
398
Perigon Wealth Management
California
$1.18M +$348K +3,079 +42%
HR
399
Hayden Royal
North Carolina
$1.18M +$770K +6,817 +190%
AWE
400
Avidian Wealth Enterprises
Texas
$1.17M -$341K -3,016 -23%