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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 %
MW
626
Marcum Wealth
Ohio
$387K +$387K +3,355 New
BS
627
Boenning & Scattergood
Pennsylvania
$386K
TCOV
628
Trust Company of Vermont
Vermont
$385K -$389K -3,375 -50%
EHC
629
Everett Harris & Co
California
$381K
FNBT
630
FineMark National Bank & Trust
Florida
$379K
NEGWA
631
New England Guild Wealth Advisors
Connecticut
$378K
C
632
Certuity
Florida
$374K
RWB
633
RMR Wealth Builders
New Jersey
$373K +$373K +3,233 New
APW
634
Aurora Private Wealth
New Jersey
$369K -$272K -2,354 -42%
SWA
635
Stratos Wealth Advisors
Ohio
$367K -$651K -5,638 -64%
ANB
636
Amarillo National Bank
Texas
$364K
WP
637
WMS Partners
Maryland
$363K
HP
638
HT Partners
Connecticut
$363K
DBRC
639
D.B. Root & Company
Pennsylvania
$361K -$22.4K -194 -6%
HB
640
Homrich & Berg
Georgia
$360K
LWA
641
Lenox Wealth Advisors
New York
$358K -$188K -1,626 -34%
CL
642
Choreo LLC
Illinois
$358K +$358K +3,105 New
AIC
643
Archer Investment Corporation
Indiana
$358K -$219K -1,900 -38%
PCG
644
Private Capital Group
Connecticut
$351K
GIA
645
Gladstone Institutional Advisory
Florida
$350K -$59.9K -519 -15%
WCM
646
Windham Capital Management
Massachusetts
$348K +$8.08K +70 +2%
AWM
647
Avondale Wealth Management
Texas
$346K
FWM
648
Fairhaven Wealth Management
Illinois
$345K -$555K -4,813 -62%
RWA
649
Ropes Wealth Advisors
Massachusetts
$343K
FWIA
650
Fort Washington Investment Advisors
Ohio
$342K -$37.9K -328 -10%