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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.

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 Market Value Shares Shares
Change
Shares
Change %
CAG
26
Crestwood Advisors Group
Massachusetts
$93.6M 810,680 +25,608 +3%
Franklin Resources
27
Franklin Resources
California
$76.8M 659,012 +291,189 +79%
Mercer Global Advisors
28
Mercer Global Advisors
Colorado
$68.1M 590,182 +115,223 +24%
LPL Financial
29
LPL Financial
California
$68.1M 589,796 -74,862 -11%
Osaic Holdings
30
Osaic Holdings
Arizona
$67.6M 586,242 -385,775 -40%
Truist Financial
31
Truist Financial
North Carolina
$61.9M 536,213 +56,322 +12%
Royal Bank of Canada
32
Royal Bank of Canada
Ontario, Canada
$61.7M 534,542 +32,460 +6%
AL
33
Aspiriant LLC
California
$57.3M 496,142 +5,254 +1%
Nisa Investment Advisors
34
Nisa Investment Advisors
Missouri
$51.9M 449,839 -1,060 -0.2%
GC
35
Grimes & Company
Massachusetts
$48.8M 422,466 +17,702 +4%
Goldman Sachs
36
Goldman Sachs
New York
$43.5M 376,751 -246,964 -40%
BlackRock
37
BlackRock
New York
$42.1M 365,165 +7,797 +2%
HCM
38
Hengehold Capital Management
Ohio
$41M 355,025 +16,369 +5%
B
39
Bailard
California
$40M 346,656 +92,666 +36%
Lazard Asset Management
40
Lazard Asset Management
New York
AWA
41
Alaska Wealth Advisors
Alaska
$36.9M 319,628 -59,648 -16%
FSC
42
Full Sail Capital
Oklahoma
$36.7M 313,050 +124,820 +66%
WAP
43
Wealthcare Advisory Partners
Pennsylvania
$35.5M 307,568 +46,079 +18%
Citadel Advisors
44
Citadel Advisors
Florida
$35.4M 306,414 +306,414 New
Mariner
45
Mariner
Kansas
$35.3M 306,084 +22,882 +8%
MML Investors Services
46
MML Investors Services
Massachusetts
$34.4M 297,713 +104,240 +54%
Stifel Financial
47
Stifel Financial
Missouri
$33.7M 292,382 +30,090 +11%
PS
48
Portfolio Solutions
Michigan
$33.4M 289,426 -29,897 -9%
HighTower Advisors
49
HighTower Advisors
Illinois
$32.7M 283,011 +117,713 +71%
EI
50
Ellevest Inc
New York
$32.5M 281,661 +43,095 +18%