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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 %
LFA
676
Lighthouse Financial Advisors
Maryland
$327K -$4.87K -42 -1%
SFP
677
Strategic Financial Planning
Texas
$327K +$33.1K +285 +11%
NPT
678
Nixon Peabody Trust
Massachusetts
$326K
AWC
679
Abundance Wealth Counselors
Pennsylvania
$326K
BHWA
680
Beacon Harbor Wealth Advisors
Virginia
$326K +$86K +741 +36%
SBH
681
Segall Bryant & Hamill
Illinois
$325K +$110K +948 +51%
ACA
682
Atlas Capital Advisors
Wyoming
$319K
AP
683
Adero Partners
California
$318K
HW
684
Hamilton Wealth
California
$318K +$6.96K +60 +2%
PG
685
Patten Group
Tennessee
$317K +$62K +535 +24%
CAG
686
Csenge Advisory Group
Florida
$317K +$112K +969 +55%
SFP
687
Strategic Financial Partners
Oregon
$316K -$500K -4,319 -61%
Squarepoint
688
Squarepoint
New York
$315K +$42.7K +368 +16%
KBFS
689
Kohmann Bosshard Financial Services
Ohio
$310K +$144K +1,238 +86%
DWM
690
Darwin Wealth Management
Florida
$307K +$1.5K +13 +0.5%
SVCP
691
Silicon Valley Capital Partners
California
$305K +$305K +2,635 New
CSM
692
CAMG Solamere Management
North Carolina
$304K
GIA
693
Gladstone Institutional Advisory
Florida
$303K -$48.6K -419 -14%
EW
694
Emerson Wealth
Michigan
$303K -$1.16K -10 -0.4%
BCM
695
Brasada Capital Management
Texas
$300K +$300K +2,587 New
FGA
696
Fortis Group Advisors
New Jersey
$295K +$295K +2,547 New
SW
697
SlateStone Wealth
Florida
$294K -$281K -2,425 -49%
IWA
698
Independence Wealth Advisors
Virginia
$293K -$1.02M -8,783 -78%
CL
699
CPWM LLC
Washington
$290K
MFT
700
Moisand Fitzgerald Tamayo
Florida
$289K -$15.1K -130 -5%