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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 %
ANB
526
Amarillo National Bank
Texas
$360K
WP
527
WMS Partners
Maryland
$359K
HP
528
HT Partners
Connecticut
$359K
NGA
529
Naples Global Advisors
Florida
$357K +$127K +1,110 +55%
NB
530
Nicolet Bankshares
Wisconsin
$352K
LFS
531
Legacy Financial Strategies
Kansas
$349K +$349K +3,070 New
Brown Advisory
532
Brown Advisory
Maryland
$343K
AWM
533
Avondale Wealth Management
Texas
$342K +$114K +1,000 +50%
SFWA
534
Summit Financial Wealth Advisors
Louisiana
$336K -$29.9K -262 -8%
WCM
535
Windham Capital Management
Massachusetts
$336K
MOS
536
MGO One Seven
Ohio
$335K +$335K +2,932 New
HB
537
Homrich & Berg
Georgia
$330K +$114 +1 +0%
NIC
538
Northwest Investment Counselors
Oregon
$329K
WPSG
539
Wealth & Pension Services Group
Georgia
$329K
WS
540
Wedbush Securities
California
$327K +$95.9K +840 +41%
FHA
541
First Horizon Advisors
Tennessee
$326K -$19.9K -174 -6%
PWM
542
Paulson Wealth Management
Illinois
$325K +$31K +272 +11%
CHAM
543
Clear Harbor Asset Management
Connecticut
$325K +$325K +2,845 New
FTIOP
544
Fiduciary Trust International of Pennsylvania
Pennsylvania
$324K
CPA
545
Clear Perspective Advisors
Illinois
$324K +$74.2K +650 +30%
SWM
546
SigFig Wealth Management
California
$322K -$45K -394 -12%
EW
547
Emerson Wealth
Michigan
$322K +$10.1K +88 +3%
DADC
548
D.A. Davidson & Co
Montana
$318K -$64.4K -564 -17%
IA
549
IFG Advisory
Georgia
$313K -$66.2K -581 -17%
HTC
550
Haverford Trust Company
Pennsylvania
$313K