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iShares National Muni Bond ETF

840 hedge funds and large institutions have $12.6B invested in iShares National Muni Bond ETF in 2020 Q2 according to their latest regulatory filings, with 100 funds opening new positions, 363 increasing their positions, 245 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
840
Holders Change
+24
Holders Change %
+2.94%
% of All Funds
17.27%
Holding in Top 10
85
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-2.3%
% of All Funds
1.75%
New
100
Increased
363
Reduced
245
Closed
69
Calls
$217M
Puts
$53.6M
Net Calls
+$164M
Net Calls Change
+$176M
Name Holding Trade Value Shares
Change
Shares
Change %
KP
526
Keel Point
Alabama
$687K -$190K -1,647 -22%
SP
527
Successful Portfolios
Florida
$686K -$150K -1,300 -18%
RFN
528
RDA Financial Network
Iowa
$682K -$42.5K -368 -6%
BCM
529
Boltwood Capital Management
California
$681K +$80.8K +700 +13%
LFG
530
LifePlan Financial Group
Ohio
$679K -$19.5K -169 -3%
PGAM
531
Princeton Global Asset Management
New Jersey
$669K +$343K +2,975 +105%
MSL
532
Mackay Shields LLC
New York
$666K +$2.31K +20 +0.3%
TAM
533
Todd Asset Management
Kentucky
$659K
RVPG
534
Relative Value Partners Group
$656K -$1.35M -11,660 -67%
RWMH
535
Riverpoint Wealth Management Holdings
Illinois
$643K +$78.8K +682 +14%
MFS
536
McNamara Financial Services
Massachusetts
$642K -$7.27K -63 -1%
NL
537
NWAM LLC
Washington
$638K +$638K +5,531 New
CFB
538
Cullen/Frost Bankers
Texas
$636K +$201K +1,742 +46%
SMG
539
Spectrum Management Group
Indiana
$629K +$629K +5,450 New
HR
540
Hayden Royal
North Carolina
$626K -$574K -4,973 -48%
KFP
541
KMG Fiduciary Partners
Ohio
$624K +$624K +5,410 New
AWMS
542
Advocacy Wealth Management Services
Georgia
$621K
CCA
543
Checchi Capital Advisers
California
$614K
NGA
544
Naples Global Advisors
Florida
$613K +$71K +615 +13%
RIM
545
Rockbridge Investment Management
New York
$607K +$607K +5,259 New
GT
546
Glenview Trust
Kentucky
$592K +$128K +1,113 +28%
TPCW
547
TD Private Client Wealth
New York
$589K +$411K +3,561 +231%
CBFP
548
Cedar Brook Financial Partners
Ohio
$588K +$31.9K +276 +6%
FHB
549
First Hawaiian Bank
Hawaii
$583K +$26K +225 +5%
PA
550
PFG Advisors
Arizona
$580K -$181K -1,568 -24%