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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 %
ZB
576
Zions Bancorporation
Utah
$575K
OIA
577
Optimum Investment Advisors
Illinois
$575K
VWA
578
Visionary Wealth Advisors
Illinois
$574K +$78K +673 +16%
CT
579
Cambridge Trust
Massachusetts
$566K -$604K -5,205 -52%
RIA
580
Realta Investment Advisors
Delaware
$564K +$61.9K +534 +12%
OPS
581
Orion Portfolio Solutions
Nebraska
$561K +$91.1K +786 +19%
APWM
582
Atlas Private Wealth Management
New York
$560K
CAL
583
Capital Advisors Ltd
Ohio
$554K +$232 +2 +0%
SWA
584
Sutton Wealth Advisors
Florida
$553K
WWM
585
Western Wealth Management
Colorado
$552K +$34.4K +297 +7%
NFG
586
Next Financial Group
Texas
$545K -$2.25M -19,416 -81%
HA
587
Harfst & Associates
Wyoming
$543K +$30.7K +265 +6%
EGA
588
Eagle Global Advisors
Texas
$540K +$540K +4,660 New
SPA
589
Sentinel Pension Advisors
Massachusetts
$532K +$1.28K +11 +0.2%
SAM
590
Strategy Asset Managers
California
$529K +$529K +4,560 New
BBA
591
BLB&B Advisors
Pennsylvania
$525K +$3.13K +27 +0.6%
RRWA
592
Rainey & Randall Wealth Advisors
Florida
$523K +$1.04K +9 +0.2%
AWA
593
Arkadios Wealth Advisors
Georgia
$521K -$10.3K -89 -2%
PFM
594
Parsec Financial Management
North Carolina
$520K
SS
595
Sunbelt Securities
Texas
$520K +$194K +1,675 +60%
C1AG
596
Client 1st Advisory Group
Florida
$519K +$97.7K +843 +23%
MGIA
597
Moneta Group Investment Advisors
Missouri
$517K +$59.9K +517 +13%
WAS
598
Wealth Advisory Solutions
Indiana
$509K
VWA
599
VERITY Wealth Advisors
United States
$507K +$2.55K +22 +0.5%
KFI
600
Key Financial Inc
Pennsylvania
$506K +$59.6K +514 +13%