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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 %
SAG
476
Spotlight Asset Group
Illinois
$774K -$499K -4,409 -39%
CAM
477
Cresset Asset Management
Illinois
$773K -$837K -7,406 -52%
IA
478
IFG Advisory
Georgia
$769K +$18.4K +163 +2%
BFEC
479
Benjamin F. Edwards & Company
Missouri
$769K +$438K +3,872 +132%
BCM
480
BTC Capital Management
Iowa
$767K -$445K -3,932 -37%
TCOV
481
Trust Company of Vermont
Vermont
$759K +$222K +1,961 +41%
AFS
482
Aft Forsyth & Sober
Florida
$754K -$2.08M -18,425 -73%
SWM
483
SeaCrest Wealth Management
New York
$747K +$113 +1 +0%
PA
484
PFG Advisors
Arizona
$745K +$171K +1,511 +30%
AWS
485
AJ Wealth Strategies
New York
$740K +$740K +6,550 New
HCM
486
Harvey Capital Management
Florida
$734K
KWM
487
Kingsview Wealth Management
Oregon
$733K +$392K +3,466 +115%
BZWA
488
Blue Zone Wealth Advisors
California
$725K +$5.31K +47 +0.7%
SW
489
StrongBox Wealth
Missouri
$725K +$725K +6,415 New
OPS
490
Orion Portfolio Solutions
Nebraska
$721K +$362K +3,200 +101%
MOS
491
MGO One Seven
Ohio
$720K -$730K -6,462 -50%
RFN
492
RDA Financial Network
Iowa
$709K -$4.63K -41 -0.6%
KPWG
493
KFA Private Wealth Group
Virginia
$703K +$103K +915 +17%
PWA
494
Physician Wealth Advisors
Utah
$699K -$68K -605 -9%
SIA
495
Starfire Investment Advisers
Michigan
$699K -$55.9K -495 -7%
WS
496
Wedbush Securities
California
$694K +$132K +1,164 +23%
APW
497
Austin Private Wealth
Texas
$693K +$20.3K +180 +3%
FWM
498
FSA Wealth Management
Massachusetts
$691K -$17.5K -155 -2%
TL
499
TrueWealth LLC
Georgia
$688K
FFN
500
Focus Financial Network
Minnesota
$688K +$688K +6,084 New