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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 %
PMG
501
ProVise Management Group
Florida
$687K -$390K -3,446 -36%
WIA
502
World Investment Advisors
California
$685K +$2.37K +21 +0.3%
GWM
503
Geneos Wealth Management
Colorado
$684K -$27.1K -239 -4%
LFG
504
LifePlan Financial Group
Ohio
$684K +$28.6K +253 +4%
SS
505
Sunbelt Securities
Texas
$677K +$677K +6,014 New
BWA
506
Beam Wealth Advisors
Louisiana
$662K -$1.01M -8,949 -60%
FHA
507
Flagship Harbor Advisors
Massachusetts
$653K +$98.9K +875 +18%
MSL
508
Mackay Shields LLC
New York
$649K +$649K +5,747 New
TAM
509
Todd Asset Management
Kentucky
$647K
LFS
510
Legacy Financial Strategies
Kansas
$641K -$12.9K -114 -2%
UR
511
USCA RIA
Texas
$640K -$231K -2,040 -26%
MFS
512
McNamara Financial Services
Massachusetts
$636K +$35.9K +318 +6%
APW
513
Aurora Private Wealth
New Jersey
$627K +$223K +1,976 +55%
GC
514
Guggenheim Capital
Illinois
$625K -$501K -4,431 -44%
WFA
515
Wade Financial Advisory
California
$621K -$592K -5,235 -49%
CCM
516
Covington Capital Management
California
$618K +$62.2K +550 +11%
MAS
517
Managed Account Services
Florida
$611K -$749K -6,804 -55%
GVAG
518
Great Valley Advisor Group
Delaware
$611K +$284K +2,512 +87%
CCA
519
Checchi Capital Advisers
California
$602K -$2.83K -25 -0.5%
CCA
520
Column Capital Advisors
Indiana
$599K +$537K +4,747 +863%
CCT
521
Country Club Trust
Missouri
$595K +$110K +965 +23%
MFG
522
Merit Financial Group
Georgia
$595K +$169K +1,494 +40%
AWMS
523
Advocacy Wealth Management Services
Georgia
$593K
WWM
524
Western Wealth Management
Colorado
$593K +$175K +1,548 +42%
CA
525
Continuum Advisory
Idaho
$589K -$22.1K -201 -4%