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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 %
PFM
576
Parsec Financial Management
North Carolina
$518K -$60.6K -525 -10%
WWM
577
Western Wealth Management
Colorado
$516K -$91.1K -789 -15%
HA
578
Harfst & Associates
Wyoming
$510K +$510K +4,420 New
WAS
579
Wealth Advisory Solutions
Indiana
$507K +$23.1K +200 +5%
VWA
580
VERITY Wealth Advisors
United States
$502K +$2.89K +25 +0.6%
DWT
581
Dorsey & Whitney Trust
South Dakota
$501K +$72.1K +625 +17%
RIA
582
Realta Investment Advisors
Delaware
$500K +$4.73K +41 +1%
CA
583
Continuum Advisory
Idaho
$496K -$121K -1,046 -20%
JWS
584
Juncture Wealth Strategies
Arizona
$496K +$135K +1,172 +38%
FNT
585
First National Trust
Pennsylvania
$495K
TTWM
586
TCV Trust & Wealth Management
Virginia
$494K -$30K -260 -6%
VWA
587
Visionary Wealth Advisors
Illinois
$494K +$106K +922 +27%
FNBOO
588
First National Bank of Omaha
Nebraska
$493K -$4.62K -40 -0.9%
VCS
589
Vaughan & Co Securities
New Jersey
$493K
ACI
590
Alpha Cubed Investments
California
$490K +$490K +4,250 New
GWMIA
591
Global Wealth Management Investment Advisory
Florida
$488K +$245K +2,122 +101%
MHR
592
Matthew Hamilton Rosenberg
$487K +$426K +3,691 +694%
WA
593
Wealth Alliance
New York
$487K +$487K +4,220 New
BFC
594
Blue Fin Capital
Rhode Island
$484K
PCM
595
Pointe Capital Management
Michigan
$478K -$12.7K -110 -3%
SWMG
596
Signature Wealth Management Group
Georgia
$475K -$7.5K -65 -2%
PPA
597
Parametric Portfolio Associates
Washington
$470K -$2.05M -17,794 -81%
OPS
598
Orion Portfolio Solutions
Nebraska
$468K -$268K -2,323 -36%
SWM
599
SigFig Wealth Management
California
$467K +$118K +1,026 +34%
PWW
600
Pettyjohn Wood & White
Virginia
$463K -$11.5K -100 -2%