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iShares National Muni Bond ETF

816 hedge funds and large institutions have $10.9B invested in iShares National Muni Bond ETF in 2020 Q1 according to their latest regulatory filings, with 102 funds opening new positions, 332 increasing their positions, 264 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
816
Holders Change
+17
Holders Change %
+2.13%
% of All Funds
18.03%
Holding in Top 10
87
Holding in Top 10 Change
+22
Holding in Top 10 Change %
+33.85%
% of All Funds
1.92%
New
102
Increased
332
Reduced
264
Closed
71
Calls
$11M
Puts
$23.6M
Net Calls
-$12.6M
Net Calls Change
-$11.9M
Name Holding Trade Value Shares
Change
Shares
Change %
KA
701
Kovack Advisors
Florida
$215K -$269K -2,382 -56%
CCM
702
Cutler Capital Management
Massachusetts
$215K
WAG
703
Winthrop Advisory Group
Massachusetts
$214K -$907K -8,058 -81%
MPM
704
Meritage Portfolio Management
Kansas
$214K -$316K -2,800 -60%
AWA
705
ARS Wealth Advisors
Florida
$211K
VWA
706
V Wealth Advisors
Kansas
$210K -$2.15K -19 -1%
NAS
707
Nicolet Advisory Services
Wisconsin
$210K
SBH
708
Segall Bryant & Hamill
Illinois
$209K
PP
709
PagnatoKarp Partners
Virginia
$206K -$153K -1,350 -43%
BCA
710
Bay Colony Advisors
Massachusetts
$204K -$152K -1,347 -43%
DJSG
711
D.J. St. Germain
Massachusetts
$203K +$203K +1,800 New
Brown Advisory
712
Brown Advisory
Maryland
$201K
BFA
713
Beacon Financial Advisory
Ohio
$200K +$791 +7 +0.4%
HPC
714
HM Payson & Co
Maine
$199K -$55.1K -488 -22%
CF
715
Centaurus Financial
California
$195K +$83.3K +736 +75%
ST
716
Smithfield Trust
Pennsylvania
$190K -$65K -575 -25%
TPCW
717
TD Private Client Wealth
New York
$174K +$81.4K +720 +87%
KBFS
718
Kohmann Bosshard Financial Services
Ohio
$162K
SFC
719
SYM Financial Corp
Indiana
$155K
AWM
720
AllSquare Wealth Management
New York
$155K
IWP
721
IAG Wealth Partners
Wisconsin
$152K
BW
722
Bison Wealth
Georgia
$151K +$113K +1,000 +299%
BAMG
723
Brand Asset Management Group
Missouri
$150K +$150K +1,327 New
SL
724
Savior LLC
Massachusetts
$143K +$143K +1,266 New
SCA
725
Stonebridge Capital Advisors
Minnesota
$142K