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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 %
RC
701
Rovin Capital
Arizona
$250K
SFPM
702
Sensible Financial Planning & Management
Massachusetts
$250K
CFS
703
CRA Financial Services
New Jersey
$249K +$115 +1 +0%
CI
704
CX Institutional
Indiana
$249K +$222K +1,927 +827%
HGWM
705
Horst & Graben Wealth Management
Oregon
$248K -$63.4K -548 -20%
PV
706
Private Vista
Illinois
$248K -$20.7K -180 -8%
KC
707
Kingfisher Capital
North Carolina
$247K +$1.39K +12 +0.6%
AM
708
Atwater Malick
Pennsylvania
$242K -$156K -1,350 -39%
BHWA
709
Beacon Harbor Wealth Advisors
Virginia
$239K
HC
710
Hamilton Capital
Ohio
$239K +$807 +7 +0.3%
RHP
711
Royal Harbor Partners
Texas
$238K
IF
712
IRON Financial
Illinois
$238K +$5.9K +51 +3%
Barclays
713
Barclays
United Kingdom
$236K +$236K +2,045 New
AWM
714
Aprio Wealth Management
Georgia
$235K +$235K +2,039 New
SIM
715
Stratos Investment Management
Ohio
$234K +$3.93K +34 +2%
CWM
716
Centric Wealth Management
Illinois
$232K +$13.6K +118 +6%
CFN
717
Cordasco Financial Network
Florida
$231K
AIA
718
Avalon Investment & Advisory
Texas
$231K +$231K +2,004 New
BF
719
BOK Financial
Oklahoma
$228K +$228K +1,973 New
AWA
720
ARS Wealth Advisors
Florida
$227K +$11.5K +100 +5%
CWA
721
Core Wealth Advisors
Florida
$226K -$12.6K -109 -5%
BO
722
Bank OZK
Arkansas
$226K
MWP
723
Moller Wealth Partners
$222K -$20.2K -175 -8%
EIA
724
Eldridge Investment Advisors
New Hampshire
$222K
EIP
725
Ellis Investment Partners
Pennsylvania
$222K +$150K +1,304 +209%