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iShares National Muni Bond ETF

872 hedge funds and large institutions have $13.5B invested in iShares National Muni Bond ETF in 2020 Q3 according to their latest regulatory filings, with 86 funds opening new positions, 445 increasing their positions, 211 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
872
Holders Change
+32
Holders Change %
+3.81%
% of All Funds
17.64%
Holding in Top 10
90
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+5.88%
% of All Funds
1.82%
New
86
Increased
445
Reduced
211
Closed
43
Calls
$13.4M
Puts
$50.5M
Net Calls
-$37M
Net Calls Change
-$201M
Name Holding Trade Value Shares
Change
Shares
Change %
BWP
476
Bernardo Wealth Planning
Pennsylvania
$1M +$18.5K +160 +2%
OFG
477
Oxford Financial Group
Indiana
$996K
NWM
478
Northwest Wealth Management
Iowa
$994K +$21.7K +187 +2%
EWG
479
Executive Wealth Group
Washington
$979K +$4.29K +37 +0.4%
PAMG
480
Patton Albertson Miller Group
Tennessee
$961K -$98.8K -852 -9%
EAM
481
Evanson Asset Management
California
$957K
AFS
482
Aft Forsyth & Sober
Florida
$954K
AF
483
Arrow Financial
New York
$953K -$14.5K -125 -1%
ACA
484
Ackerman Capital Advisors
Texas
$953K
MLM
485
Mount Lucas Management
Pennsylvania
$944K -$86.1K -743 -8%
MFGP
486
Marshall Financial Group (Pennsylvania)
Pennsylvania
$941K -$58.9K -508 -6%
MWM
487
Minot Wealth Management
Massachusetts
$939K
ClearBridge Investments
488
ClearBridge Investments
New York
$917K
WFA
489
Wade Financial Advisory
California
$917K +$200K +1,728 +28%
VC
490
Veracity Capital
Georgia
$904K -$5.8K -50 -0.6%
HTC
491
Haverford Trust Company
Pennsylvania
$904K +$15.1K +130 +2%
IA
492
IFG Advisory
Georgia
$898K +$122K +1,051 +16%
GWM
493
Geneos Wealth Management
Colorado
$885K +$1.28K +11 +0.1%
TTWM
494
TCV Trust & Wealth Management
Virginia
$879K +$383K +3,305 +77%
AT
495
Arden Trust
Delaware
$878K
IP
496
Investment Partners
Ohio
$878K +$101K +875 +13%
CIA
497
Compass Ion Advisors
Pennsylvania
$853K +$853K +7,355 New
PWM
498
PBMares Wealth Management
Virginia
$840K -$192K -1,658 -19%
FHA
499
Flagship Harbor Advisors
Massachusetts
$839K -$34.3K -296 -4%
IFA
500
Interactive Financial Advisors
Illinois
$817K +$284K +2,448 +53%