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iShares National Muni Bond ETF

799 hedge funds and large institutions have $11.2B invested in iShares National Muni Bond ETF in 2019 Q4 according to their latest regulatory filings, with 167 funds opening new positions, 366 increasing their positions, 154 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
799
Holders Change
+128
Holders Change %
+19.08%
% of All Funds
15.78%
Holding in Top 10
65
Holding in Top 10 Change
+14
Holding in Top 10 Change %
+27.45%
% of All Funds
1.28%
New
167
Increased
366
Reduced
154
Closed
30
Calls
$2.02M
Puts
$2.75M
Net Calls
-$730K
Net Calls Change
+$1.68M
Name Holding Trade Value Shares
Change
Shares
Change %
HFA
401
High Falls Advisors
New York
$1.11M -$30.7K -269 -3%
WTC
402
WhitTier Trust Company
Nevada
$1.11M
CPIG
403
Chicago Partners Investment Group
Illinois
$1.11M +$1.11M +9,633 New
TIM
404
Tortoise Investment Management
New York
$1.1M
Kovitz Investment Group Partners
405
Kovitz Investment Group Partners
Illinois
$1.1M +$8.54K +75 +0.8%
OFG
406
Oxford Financial Group
Indiana
$1.1M +$117K +1,025 +12%
AWM
407
Avior Wealth Management
Nebraska
$1.1M +$174K +1,524 +19%
PMG
408
ProVise Management Group
Florida
$1.09M -$6.61K -58 -0.6%
SIAP
409
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$1.08M +$233K +2,050 +28%
SFP
410
Strategic Financial Partners
Oregon
$1.08M +$1.08M +9,477 New
CCG
411
Chatham Capital Group
Georgia
$1.08M
OIA
412
Optimum Investment Advisors
Illinois
$1.06M -$110K -964 -9%
CCP
413
Corient Capital Partners
California
$1.05M
BC
414
Brio Consultants
California
$1.05M +$67.4K +592 +7%
BRWM
415
B. Riley Wealth Management
Tennessee
$1.05M
LFAS
416
Level Four Advisory Services
Texas
$1.05M -$5.46K -48 -0.5%
PWMAG
417
Pinnacle Wealth Management Advisory Group
New Jersey
$1.04M +$56.6K +497 +6%
ODG
418
O'Dell Group
Ohio
$1.04M +$321K +2,815 +44%
AF
419
Advisornet Financial
Minnesota
$1.03M +$96.9K +851 +10%
MWM
420
McNaughton Wealth Management
California
$1.03M +$1.03M +9,054 New
MAFM
421
Mid Atlantic Financial Management
Pennsylvania
$1.03M +$480K +4,215 +87%
TC
422
Trust Company
Kansas
$1.02M
SG Americas Securities
423
SG Americas Securities
New York
$1.01M -$366K -3,211 -27%
NWM
424
Northwest Wealth Management
Iowa
$1.01M +$1.59K +14 +0.2%
CA
425
Calton & Associates
Florida
$1.01M +$227K +1,988 +29%