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iShares National Muni Bond ETF

799 hedge funds and large institutions have $11.2B invested in iShares National Muni Bond ETF in 2019 Q4 according to their latest regulatory filings, with 167 funds opening new positions, 366 increasing their positions, 154 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
799
Holders Change
+128
Holders Change %
+19.08%
% of All Funds
15.78%
Holding in Top 10
65
Holding in Top 10 Change
+14
Holding in Top 10 Change %
+27.45%
% of All Funds
1.28%
New
167
Increased
366
Reduced
154
Closed
30
Calls
$2.02M
Puts
$2.75M
Net Calls
-$730K
Net Calls Change
+$1.68M
Name Holding Trade Value Shares
Change
Shares
Change %
MPM
526
Meritage Portfolio Management
Kansas
$535K -$2.85K -25 -0.5%
DY
527
Dowling & Yahnke
California
$535K +$535K +4,701 New
CWM
528
Chesapeake Wealth Management
Virginia
$531K +$37K +325 +7%
CLOS
529
Compagnie Lombard Odier SCmA
Switzerland
$531K +$531K +4,660 New
RWRC
530
R.W. Roge & Company
New York
$529K +$529K +4,622 New
LSPW
531
Lake Street Private Wealth
Illinois
$525K -$89.7K -787 -15%
SWA
532
Sutton Wealth Advisors
Florida
$519K
FNBOO
533
First National Bank of Omaha
Nebraska
$519K -$43.4K -381 -8%
PPW
534
Parcion Private Wealth
Washington
$519K +$519K +4,558 New
RWMH
535
Riverpoint Wealth Management Holdings
Illinois
$514K +$18.3K +161 +4%
BBA
536
BLB&B Advisors
Pennsylvania
$513K
VC
537
Voit & Company
Wisconsin
$510K -$22.8K -200 -4%
AWA
538
Arkadios Wealth Advisors
Georgia
$505K +$505K +4,375 New
SWMG
539
Signature Wealth Management Group
Georgia
$505K +$25.5K +224 +5%
VCS
540
Vaughan & Co Securities
New Jersey
$496K +$496K +4,356 New
VWA
541
VERITY Wealth Advisors
United States
$491K +$216K +1,898 +79%
NGA
542
Naples Global Advisors
Florida
$490K +$134K +1,175 +38%
FNT
543
First National Trust
Pennsylvania
$489K
KA
544
Kovack Advisors
Florida
$488K +$56.7K +498 +13%
CCT
545
Country Club Trust
Missouri
$486K +$30.2K +265 +7%
PCM
546
Pointe Capital Management
Michigan
$484K -$51.2K -450 -10%
ACM
547
AlphaStar Capital Management
North Carolina
$480K +$21K +184 +5%
BFC
548
Blue Fin Capital
Rhode Island
$478K
BMCM
549
Bryn Mawr Capital Management
Pennsylvania
$478K +$5.92K +52 +1%
PA
550
Perennial Advisors
New York
$477K +$26K +228 +6%