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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 %
SMG
526
Spectrum Management Group
Indiana
$724K +$91.8K +791 +15%
KWM
527
Kingsview Wealth Management
Oregon
$716K -$76K -656 -10%
DWM
528
Dakota Wealth Management
Florida
$714K -$182K -1,571 -20%
TPCW
529
TD Private Client Wealth
New York
$710K +$119K +1,023 +20%
BCM
530
Boltwood Capital Management
California
$707K +$23.2K +200 +3%
CCA
531
Column Capital Advisors
Indiana
$706K +$140K +1,209 +25%
MAM
532
Meeder Asset Management
Ohio
$704K +$577K +4,975 +452%
Neuberger Berman Group
533
Neuberger Berman Group
New York
$701K -$1.37M -11,821 -66%
CCM
534
Covington Capital Management
California
$701K -$22.6K -195 -3%
BWM
535
Benchmark Wealth Management
Connecticut
$697K
SWA
536
Stratos Wealth Advisors
Ohio
$694K +$326K +2,812 +88%
FWM
537
FSA Wealth Management
Massachusetts
$691K -$12.4K -107 -2%
PA
538
Procyon Advisors
Connecticut
$691K -$1.28K -11 -0.2%
CPW
539
Catalyst Private Wealth
California
$691K +$691K +5,956 New
SP
540
Successful Portfolios
Florida
$689K
JWS
541
Juncture Wealth Strategies
Arizona
$682K +$184K +1,592 +37%
CWM
542
Calamos Wealth Management
Illinois
$677K -$1.47M -12,715 -69%
LFG
543
LifePlan Financial Group
Ohio
$677K -$4.4K -38 -0.6%
SFWA
544
Summit Financial Wealth Advisors
Louisiana
$676K -$163K -1,415 -19%
DWT
545
Dorsey & Whitney Trust
South Dakota
$669K +$165K +1,425 +33%
CF
546
Centaurus Financial
California
$666K +$547K +4,719 +460%
TAM
547
Todd Asset Management
Kentucky
$662K
BWA
548
Burt Wealth Advisors
Maryland
$658K +$658K +5,680 New
RFN
549
RDA Financial Network
Iowa
$656K -$29.1K -251 -4%
RWMH
550
Riverpoint Wealth Management Holdings
Illinois
$653K +$7.19K +62 +1%