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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 %
WCF
501
West Coast Financial
California
$815K -$82.3K -710 -9%
EPP
502
ETF Portfolio Partners
Kansas
$815K +$9.85K +85 +1%
HH
503
Hilltop Holdings
Texas
$813K +$41.4K +357 +5%
PWM
504
Perigon Wealth Management
California
$808K +$272K +2,342 +51%
KPWG
505
KFA Private Wealth Group
Virginia
$801K +$801K +6,908 New
WP
506
WealthPLAN Partners
Nebraska
$797K +$104K +894 +15%
PFT
507
Providence First Trust
Arizona
$795K
BCM
508
BTC Capital Management
Iowa
$794K +$7.08K +61 +0.9%
PWA
509
Physician Wealth Advisors
Utah
$794K +$57.5K +500 +8%
PIM
510
Parker Investment Management
California
$785K -$3.13K -27 -0.4%
GWMIA
511
Global Wealth Management Investment Advisory
Florida
$782K +$292K +2,520 +60%
FFA
512
Fragasso Financial Advisors
Pennsylvania
$781K -$2.48M -21,365 -76%
SW
513
SVB Wealth
Massachusetts
$779K -$13.1K -113 -2%
AWM
514
Altavista Wealth Management
North Carolina
$773K -$115K -994 -13%
BFEC
515
Benjamin F. Edwards & Company
Missouri
$768K -$117K -1,006 -13%
SWM
516
SeaCrest Wealth Management
New York
$766K +$116 +1 +0%
MPCG
517
Matrix Private Capital Group
New York
$766K +$6.03K +52 +0.8%
SW
518
StrongBox Wealth
Missouri
$762K +$44.9K +387 +6%
MHR
519
Matthew Hamilton Rosenberg
$758K +$268K +2,313 +55%
HCM
520
Harvey Capital Management
Florida
$753K
VFA
521
Valeo Financial Advisors
Indiana
$752K +$200K +1,725 +36%
NGA
522
Naples Global Advisors
Florida
$751K +$135K +1,165 +22%
LWA
523
Lineweaver Wealth Advisors
Ohio
$749K +$749K +6,462 New
RWA
524
River Wealth Advisors
Pennsylvania
$736K +$736K +6,345 New
LNWWM
525
Laird Norton Wetherby Wealth Management
California
$727K -$2.67K -23 -0.4%