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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 %
HIA
551
Harbor Investment Advisory
Maryland
$477K +$477K +4,190 New
BAM
552
Belpointe Asset Management
Nevada
$476K -$1.09M -9,529 -70%
BCM
553
Boltwood Capital Management
California
$473K +$54.1K +475 +13%
GI
554
Gradient Investments
Minnesota
$472K +$27.8K +244 +6%
CWM
555
CCG Wealth Management
California
$471K
PWW
556
Pettyjohn Wood & White
Virginia
$468K
RJT
557
Raymond James Trust
Florida
$468K +$9.12K +80 +2%
MPW
558
MA Private Wealth
California
$456K
9WM
559
9258 Wealth Management
Ohio
$455K +$455K +3,992 New
SWA
560
Stratos Wealth Advisors
Ohio
$453K +$453K +3,974 New
GW
561
GW & Wade
Massachusetts
$450K +$450K +3,947 New
BL
562
Balentine LLC
Georgia
$448K +$71.6K +628 +19%
MWM
563
Meridian Wealth Management
Kentucky
$443K -$68.2K -599 -13%
VCA
564
Verdence Capital Advisors
Maryland
$441K +$53.3K +468 +14%
WAS
565
Wealth Advisory Solutions
Indiana
$433K +$433K +3,800 New
MFG
566
Merit Financial Group
Georgia
$430K +$430K +3,775 New
ATC
567
Argent Trust Co
Tennessee
$427K -$7.75K -68 -2%
IWS
568
Insight Wealth Strategies
California
$426K -$80.8K -709 -16%
MC
569
Moors & Cabot
Massachusetts
$422K
WWM
570
Western Wealth Management
Colorado
$422K +$123K +1,077 +41%
FM
571
Foster & Motley
Ohio
$419K +$29.5K +259 +8%
TTWM
572
TCV Trust & Wealth Management
Virginia
$417K +$118K +1,035 +40%
HR
573
Hayden Royal
North Carolina
$415K +$122K +1,055 +42%
SWM
574
Sugarloaf Wealth Management
Georgia
$413K +$413K +3,630 New
RFA
575
Reilly Financial Advisors
California
$411K