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iShares National Muni Bond ETF

671 hedge funds and large institutions have $10.3B invested in iShares National Muni Bond ETF in 2019 Q3 according to their latest regulatory filings, with 61 funds opening new positions, 316 increasing their positions, 175 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
671
Holders Change
+23
Holders Change %
+3.55%
% of All Funds
14.74%
Holding in Top 10
51
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-1.92%
% of All Funds
1.12%
New
61
Increased
316
Reduced
175
Closed
32
Calls
$331K
Puts
$2.74M
Net Calls
-$2.41M
Net Calls Change
-$1.06M
Name Holding Trade Value Shares
Change
Shares
Change %
ATC
501
Argent Trust Co
Tennessee
$435K -$146K -1,282 -25%
KA
502
Kovack Advisors
Florida
$432K +$50.3K +441 +13%
BAM
503
Berkshire Asset Management
Pennsylvania
$428K +$428K +3,750 New
MC
504
Moors & Cabot
Massachusetts
$422K +$14.8K +130 +4%
FFA
505
Fragasso Financial Advisors
Pennsylvania
$420K +$2.28K +20 +0.5%
BCM
506
Boltwood Capital Management
California
$419K +$59.9K +525 +17%
GWA
507
Guidant Wealth Advisors
Illinois
$418K
CSM
508
CAMG Solamere Management
North Carolina
$414K
RFA
509
Reilly Financial Advisors
California
$412K +$55.6K +487 +16%
IP
510
Investment Partners
Ohio
$402K +$112K +985 +39%
NCM
511
Northside Capital Management
Oregon
$399K +$399K +3,495 New
FM
512
Foster & Motley
Ohio
$390K +$14.7K +129 +4%
MFS
513
McNamara Financial Services
Massachusetts
$389K +$35.2K +311 +10%
DWM
514
Dakota Wealth Management
Florida
$388K +$1.48K +13 +0.4%
VCA
515
Verdence Capital Advisors
Maryland
$388K +$2.39K +21 +0.6%
VWM
516
Venturi Wealth Management
Texas
$387K +$387K +3,396 New
BS
517
Boenning & Scattergood
Pennsylvania
$382K +$114 +1 +0%
KWM
518
Kingsview Wealth Management
Oregon
$381K -$206K -1,807 -35%
BL
519
Balentine LLC
Georgia
$377K +$17.1K +150 +5%
GM
520
GeoWealth Management
Illinois
$376K +$376K +3,291 New
NEGWA
521
New England Guild Wealth Advisors
Connecticut
$374K +$8.33K +73 +2%
UR
522
USCA RIA
Texas
$365K -$1M -8,810 -73%
CFN
523
Cordasco Financial Network
Florida
$363K
PP
524
PagnatoKarp Partners
Virginia
$361K +$570 +5 +0.2%
HPWM
525
Highland Private Wealth Management
Washington
$361K +$101K +883 +39%