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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 %
BCM
526
Boltwood Capital Management
California
$588K +$119K +1,050 +25%
RRWA
527
Rainey & Randall Wealth Advisors
Florida
$581K +$678 +6 +0.1%
TC
528
Truvestments Capital
Florida
$578K +$578K +5,121 New
CIC
529
Carnegie Investment Counsel
Ohio
$570K +$36.2K +320 +7%
VFA
530
Valeo Financial Advisors
Indiana
$567K -$67.4K -596 -11%
PFM
531
Parsec Financial Management
North Carolina
$567K +$567K +5,013 New
HFAS
532
Hummer Financial Advisory Services
Illinois
$565K
AIC
533
Archer Investment Corporation
Indiana
$565K +$565K +5,000 New
PFS
534
Prospera Financial Services
Texas
$564K
PA
535
Procyon Advisors
Connecticut
$562K +$562K +4,972 New
OIA
536
Optimum Investment Advisors
Illinois
$561K -$489K -4,322 -47%
RWMH
537
Riverpoint Wealth Management Holdings
Illinois
$552K +$42.4K +375 +8%
APWM
538
Atlas Private Wealth Management
New York
$546K
FHB
539
First Hawaiian Bank
Hawaii
$545K +$271K +2,397 +99%
CBFP
540
Cedar Brook Financial Partners
Ohio
$544K -$12K -106 -2%
BOTW
541
Bank of the West
California
$542K -$84.4K -747 -13%
W
542
WealthOne
New York
$541K -$209K -1,854 -28%
CAL
543
Capital Advisors Ltd
Ohio
$539K +$226 +2 +0%
WCG
544
Wall Capital Group
Arizona
$539K +$2.03K +18 +0.4%
SWA
545
Sutton Wealth Advisors
Florida
$539K +$23.8K +211 +5%
BWM
546
BT Wealth Management
Georgia
$538K +$538K +4,764 New
PW
547
Peninsula Wealth
California
$537K +$2.15K +19 +0.4%
LWA
548
Lenox Wealth Advisors
New York
$534K -$3.95K -35 -0.7%
NGA
549
Naples Global Advisors
Florida
$531K +$44.7K +395 +9%
CWM
550
Chesapeake Wealth Management
Virginia
$527K