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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 %
FWM
451
Fairhaven Wealth Management
Illinois
$882K -$3.06M -27,070 -78%
CPIG
452
Chicago Partners Investment Group
Illinois
$881K -$212K -1,871 -19%
WCF
453
West Coast Financial
California
$877K -$87.6K -775 -9%
DWM
454
Dakota Wealth Management
Florida
$871K +$42.8K +379 +5%
PAMG
455
Patton Albertson Miller Group
Tennessee
$870K
ATPW
456
Ashton Thomas Private Wealth
Arizona
$867K +$223K +1,976 +35%
TC
457
TownSquare Capital
Utah
$861K -$94.8K -849 -10%
KP
458
Keel Point
Alabama
$859K +$26K +230 +3%
BWM
459
Benchmark Wealth Management
Connecticut
$858K
Lido Advisors
460
Lido Advisors
California
$853K -$317K -2,801 -27%
FHC
461
First Heartland Consultants
Missouri
$828K +$14.2K +126 +2%
AWM
462
Avior Wealth Management
Nebraska
$824K -$262K -2,320 -24%
MPCG
463
Matrix Private Capital Group
New York
$822K +$30.9K +273 +4%
SP
464
Successful Portfolios
Florida
$819K +$43.5K +385 +6%
DAC
465
Dividend Assets Capital
South Carolina
$810K
SFWA
466
Summit Financial Wealth Advisors
Louisiana
$805K +$426K +3,829 +112%
SFG
467
SNS Financial Group
Minnesota
$798K -$84.5K -747 -10%
EPP
468
ETF Portfolio Partners
Kansas
$798K
WAM
469
Wakefield Asset Management
Colorado
$797K +$797K +7,051 New
AFC
470
AFT Forsyth & Company
Florida
$796K
AWM
471
Altavista Wealth Management
North Carolina
$795K +$11.1K +98 +1%
HH
472
Hilltop Holdings
Texas
$794K +$794K +7,026 New
FIM
473
Freedom Investment Management
Connecticut
$789K -$8.43K -73 -1%
Cerity Partners
474
Cerity Partners
New York
$789K +$789K +6,982 New
PFT
475
Providence First Trust
Arizona
$775K