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iShares National Muni Bond ETF

840 hedge funds and large institutions have $12.6B invested in iShares National Muni Bond ETF in 2020 Q2 according to their latest regulatory filings, with 100 funds opening new positions, 363 increasing their positions, 245 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
840
Holders Change
+24
Holders Change %
+2.94%
% of All Funds
17.27%
Holding in Top 10
85
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-2.3%
% of All Funds
1.75%
New
100
Increased
363
Reduced
245
Closed
69
Calls
$217M
Puts
$53.6M
Net Calls
+$164M
Net Calls Change
+$176M
Name Holding Trade Value Shares
Change
Shares
Change %
Cetera Investment Advisers
376
Cetera Investment Advisers
Illinois
$1.67M +$496K +4,301 +42%
SAG
377
Spotlight Asset Group
Illinois
$1.65M +$860K +7,453 +109%
WA
378
Waverly Advisors
Alabama
$1.64M -$739K -6,321 -31%
VCM
379
Verde Capital Management
Michigan
$1.62M -$129K -1,119 -7%
TC
380
Telemus Capital
Michigan
$1.61M -$300K -2,598 -16%
WT
381
Whittier Trust
California
$1.6M +$351K +3,044 +28%
CM
382
Columbus Macro
Pennsylvania
$1.59M -$447K -3,869 -22%
Lido Advisors
383
Lido Advisors
California
$1.58M +$705K +6,113 +81%
CIM
384
Cambria Investment Management
California
$1.56M -$7.38K -64 -0.5%
MAFM
385
Mid Atlantic Financial Management
Pennsylvania
$1.55M +$148K +1,283 +11%
AIA
386
Armor Investment Advisors
North Carolina
$1.54M +$33.8K +293 +2%
SFS
387
Sowell Financial Services
Arkansas
$1.53M -$5.22M -45,201 -77%
PMG
388
ProVise Management Group
Florida
$1.53M +$830K +7,191 +118%
RWP
389
RWA Wealth Partners
Massachusetts
$1.5M -$206K -1,787 -12%
AW
390
Alpha Windward
Massachusetts
$1.49M -$236K -2,045 -14%
SYBT
391
Stock Yards Bank & Trust
Kentucky
$1.48M +$237K +2,050 +19%
ZF
392
Zhang Financial
Michigan
$1.48M +$231 +2 +0%
NCM
393
Northside Capital Management
Oregon
$1.45M +$1.45M +12,580 New
FFS
394
Founders Financial Securities
Maryland
$1.43M +$27K +234 +2%
HIM
395
Hanlon Investment Management
New Jersey
$1.43M -$122K -1,058 -8%
HI
396
Horizon Investments
North Carolina
$1.43M +$17.2K +150 +1%
CPSC
397
Carl P. Sherr & Co
Massachusetts
$1.42M
BSB
398
Bangor Savings Bank
Maine
$1.42M -$2.31K -20 -0.2%
BZWA
399
Blue Zone Wealth Advisors
California
$1.42M +$680K +5,895 +92%
VCM
400
Vivaldi Capital Management
Illinois
$1.41M +$1.09M +9,325 +342%