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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 %
WFA
651
Wellspring Financial Advisors
Ohio
$336K
PB
652
Pinnacle Bancorp
Nebraska
$335K +$346 +3 +0.1%
LFA
653
Lighthouse Financial Advisors
Maryland
$330K +$330K +2,863 New
NPT
654
Nixon Peabody Trust
Massachusetts
$325K
AWC
655
Abundance Wealth Counselors
Pennsylvania
$325K +$325K +2,812 New
SS
656
Sunbelt Securities
Texas
$324K -$369K -3,203 -53%
TI
657
Tidal Investments
Wisconsin
$320K
ACA
658
Atlas Capital Advisors
Wyoming
$317K +$317K +2,750 New
AP
659
Adero Partners
California
$316K -$31.1K -270 -9%
CPA
660
Clear Perspective Advisors
Illinois
$310K
HW
661
Hamilton Wealth
California
$309K +$17.3K +150 +6%
DWM
662
Darwin Wealth Management
Florida
$304K -$29K -252 -9%
MFT
663
Moisand Fitzgerald Tamayo
Florida
$303K
CSM
664
CAMG Solamere Management
North Carolina
$303K
EW
665
Emerson Wealth
Michigan
$303K +$17.4K +151 +6%
CHAM
666
Clear Harbor Asset Management
Connecticut
$299K
CA
667
Claro Advisors
Massachusetts
$299K +$299K +2,588 New
WCG
668
Weaver Consulting Group
California
$298K +$46.1K +400 +18%
CAAS
669
Capital Asset Advisory Services
Michigan
$298K +$173K +1,477 +138%
ATPW
670
Ashton Thomas Private Wealth
Arizona
$294K -$591K -5,119 -67%
SFP
671
Strategic Financial Planning
Texas
$292K +$31.9K +277 +12%
WCFA
672
Walkner Condon Financial Advisors
Wisconsin
$291K +$291K +2,519 New
CL
673
CPWM LLC
Washington
$289K
TFA
674
Teamwork Financial Advisors
Texas
$288K +$288K +2,494 New
BC
675
Brio Consultants
California
$281K -$826K -7,143 -75%