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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 %
HCM
476
Harvey Capital Management
Florida
$740K
RFN
477
RDA Financial Network
Iowa
$731K +$120K +1,039 +20%
MWM
478
Minot Wealth Management
Massachusetts
$725K +$725K +6,300 New
BZWA
479
Blue Zone Wealth Advisors
California
$725K +$725K +6,365 New
AWM
480
Altium Wealth Management
New York
$720K -$43.3K -380 -6%
FWM
481
FSA Wealth Management
Massachusetts
$715K +$715K +6,273 New
GWM
482
Geneos Wealth Management
Colorado
$714K +$24.9K +219 +4%
TL
483
TrueWealth LLC
Georgia
$694K
WIA
484
World Investment Advisors
California
$688K +$133K +1,166 +24%
BCM
485
Brookstone Capital Management
Illinois
$687K +$105K +918 +18%
APW
486
Austin Private Wealth
Texas
$678K +$678K +5,954 New
SW
487
SVB Wealth
Massachusetts
$676K +$92.3K +810 +16%
LFG
488
LifePlan Financial Group
Ohio
$660K +$1.71K +15 +0.3%
LFS
489
Legacy Financial Strategies
Kansas
$659K +$309K +2,718 +89%
TAM
490
Todd Asset Management
Kentucky
$652K
ATPW
491
Ashton Thomas Private Wealth
Arizona
$649K -$48.8K -428 -7%
VFA
492
Valeo Financial Advisors
Indiana
$639K +$83.6K +734 +15%
EAM
493
Evanson Asset Management
California
$638K
BOTW
494
Bank of the West
California
$632K -$73.1K -641 -10%
CA
495
Continuum Advisory
Idaho
$632K +$53.5K +470 +9%
AWMS
496
Advocacy Wealth Management Services
Georgia
$613K +$563K +4,944 +1,121%
CCA
497
Checchi Capital Advisers
California
$609K
MFS
498
McNamara Financial Services
Massachusetts
$605K +$213K +1,870 +54%
KPWG
499
KFA Private Wealth Group
Virginia
$605K +$605K +5,310 New
RHP
500
Royal Harbor Partners
Texas
$597K +$597K +5,243 New