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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 %
BCM
551
Bowie Capital Management
Texas
$577K -$1.04M -9,000 -64%
ZB
552
Zions Bancorporation
Utah
$573K +$573K +4,964 New
SW
553
SlateStone Wealth
Florida
$572K -$2.81M -24,377 -83%
OIA
554
Optimum Investment Advisors
Illinois
$572K
CCA
555
Column Capital Advisors
Indiana
$563K -$47.9K -415 -8%
CMI
556
Clare Market Investments
Texas
$561K -$395K -3,426 -41%
BHWM
557
Bar Harbor Wealth Management
New Hampshire
$560K +$268K +2,325 +92%
APWM
558
Atlas Private Wealth Management
New York
$557K
WCG
559
Wall Capital Group
Arizona
$554K +$3.23K +28 +0.6%
PW
560
Peninsula Wealth
California
$552K +$3.12K +27 +0.6%
CAL
561
Capital Advisors Ltd
Ohio
$551K +$462 +4 +0.1%
SWA
562
Sutton Wealth Advisors
Florida
$550K
BWM
563
BT Wealth Management
Georgia
$550K
VFA
564
Valeo Financial Advisors
Indiana
$549K -$29.3K -254 -5%
CWM
565
Chesapeake Wealth Management
Virginia
$538K
CIC
566
Carnegie Investment Counsel
Ohio
$535K -$47K -407 -8%
PWM
567
Perigon Wealth Management
California
$534K -$669K -5,800 -56%
AWA
568
Arkadios Wealth Advisors
Georgia
$534K +$4.98K +43 +0.9%
FIM
569
Freedom Investment Management
Connecticut
$531K -$257K -2,226 -33%
IFA
570
Interactive Financial Advisors
Illinois
$531K +$472K +4,090 +800%
SPA
571
Sentinel Pension Advisors
Massachusetts
$528K +$1.62K +14 +0.3%
DADC
572
D.A. Davidson & Co
Montana
$521K +$186K +1,607 +55%
RRWA
573
Rainey & Randall Wealth Advisors
Florida
$520K -$73.3K -636 -12%
BBA
574
BLB&B Advisors
Pennsylvania
$519K
JCM
575
Jag Capital Management
Missouri
$519K +$231K +2,000 +80%