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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 %
RFA
576
Reilly Financial Advisors
California
$442K +$33.9K +300 +8%
MWM
577
Meridian Wealth Management
Kentucky
$439K
GWM
578
Gray Wealth Management
Maine
$430K +$430K +3,814 New
CFB
579
Cullen/Frost Bankers
Texas
$426K -$126K -1,112 -23%
ATC
580
Argent Trust Co
Tennessee
$424K
C1AG
581
Client 1st Advisory Group
Florida
$422K +$422K +3,733 New
DWT
582
Dorsey & Whitney Trust
South Dakota
$421K +$110K +970 +35%
BCM
583
Brasada Capital Management
Texas
$419K +$35.5K +314 +9%
BCM
584
Brookstone Capital Management
Illinois
$410K -$272K -2,404 -40%
WSFS
585
Wilmington Savings Fund Society
Delaware
$404K -$180K -1,592 -31%
FFA
586
Fragasso Financial Advisors
Pennsylvania
$404K +$1.47K +13 +0.4%
PFGIA
587
Patriot Financial Group Insurance Agency
Massachusetts
$402K +$83.1K +736 +26%
GIA
588
Gladstone Institutional Advisory
Florida
$402K +$101K +895 +34%
SIC
589
Salem Investment Counselors
North Carolina
$400K
GPA
590
Guidance Point Advisors
Massachusetts
$399K +$50.4K +447 +14%
IP
591
Investment Partners
Ohio
$398K
HPWM
592
Highland Private Wealth Management
Washington
$398K +$29.4K +260 +8%
WI
593
Wintrust Investments
Illinois
$392K +$392K +3,469 New
BWP
594
Bernardo Wealth Planning
Pennsylvania
$392K +$392K +3,476 New
AM
595
Atwater Malick
Pennsylvania
$389K
SC
596
Stratford Consulting
Texas
$389K +$339K +2,997 +675%
BL
597
Balentine LLC
Georgia
$387K -$57.7K -510 -13%
AIM
598
Acropolis Investment Management
Missouri
$387K +$48.9K +432 +14%
BMCM
599
Bryn Mawr Capital Management
Pennsylvania
$386K -$87.7K -777 -19%
SMH
600
Sanders Morris Harris
Texas
$385K +$385K +3,500 New