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iShares National Muni Bond ETF

648 hedge funds and large institutions have $9.49B invested in iShares National Muni Bond ETF in 2019 Q2 according to their latest regulatory filings, with 74 funds opening new positions, 279 increasing their positions, 185 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
648
Holders Change
+32
Holders Change %
+5.19%
% of All Funds
14.1%
Holding in Top 10
52
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+4%
% of All Funds
1.13%
New
74
Increased
279
Reduced
185
Closed
37
Calls
Puts
$1.35M
Net Calls
-$1.35M
Net Calls Change
+$1.91M
Name Holding Trade Value Shares
Change
Shares
Change %
SWM
401
SeaCrest Wealth Management
New York
$747K
SIAP
402
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$743K
WWM
403
Windsor Wealth Management
Indiana
$739K +$4.74K +42 +0.6%
HCM
404
Harvey Capital Management
Florida
$735K
WB
405
WesBanco Bank
West Virginia
$733K +$61.2K +542 +9%
BC
406
Brio Consultants
California
$729K +$111K +985 +18%
RRWA
407
Rainey & Randall Wealth Advisors
Florida
$725K +$453 +4 +0.1%
ODG
408
O'Dell Group
Ohio
$719K -$22.7K -201 -3%
PPA
409
Parametric Portfolio Associates
Washington
$702K -$3.52M -31,074 -83%
BSW
410
Buckingham Strategic Wealth
Missouri
$702K
CAPTRUST Financial Advisors
411
CAPTRUST Financial Advisors
North Carolina
$701K +$9.73K +86 +1%
FHC
412
First Heartland Consultants
Missouri
$686K -$188K -1,661 -22%
VHAM
413
Van Hulzen Asset Management
California
$684K +$684K +6,052 New
TL
414
TrueWealth LLC
Georgia
$683K
GWM
415
Geneos Wealth Management
Colorado
$683K +$8.7K +77 +1%
AWM
416
Altavista Wealth Management
North Carolina
$681K -$112K -990 -14%
LFG
417
LifePlan Financial Group
Ohio
$669K -$19.1K -169 -3%
CWP
418
Capital Wealth Planning
Florida
$666K +$666K +5,885 New
WSFS
419
Wilmington Savings Fund Society
Delaware
$656K +$166K +1,464 +34%
SP
420
Successful Portfolios
Florida
$650K -$7.35K -65 -1%
SSWM
421
Sheets Smith Wealth Management
North Carolina
$650K +$104K +922 +19%
SW
422
SVB Wealth
Massachusetts
$648K +$648K +5,731 New
TAM
423
Todd Asset Management
Kentucky
$647K
MAFM
424
Mid Atlantic Financial Management
Pennsylvania
$645K -$505K -4,467 -44%
EAM
425
Evanson Asset Management
California
$634K