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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 %
TWA
726
TCI Wealth Advisors
Arizona
$141K +$9.41K +83 +7%
AIC
727
Ameritas Investment Company
Nebraska
$133K +$7.8K +69 +6%
QCMC
728
Quantum Capital Management (California)
California
$133K +$35.9K +318 +37%
TFA
729
Toth Financial Advisory
Virginia
$124K -$9.6K -85 -7%
MAM
730
Meeder Asset Management
Ohio
$124K
PCA
731
Providence Capital Advisors
North Carolina
$124K +$103K +909 +486%
DI
732
Disciplined Investments
Oklahoma
$121K +$6.92K +61 +6%
CAAS
733
Capital Asset Advisory Services
Michigan
$121K +$75.7K +669 +167%
MWM
734
MBE Wealth Management
Wisconsin
$121K +$121K +1,074 New
1IA
735
1834 Investment Advisors
Wisconsin
$113K
RP
736
Rice Partnership
Hawaii
$110K
RDWM
737
Red Door Wealth Management
Tennessee
$105K +$105K +937 New
First Manhattan
738
First Manhattan
New York
$103K +$103K +915 New
VCP
739
Verus Capital Partners
Arizona
$101K -$21.2K -188 -17%
OSAM
740
O'Shaughnessy Asset Management
Connecticut
$93K +$93K +820 New
TSW
741
Thompson Siegel & Walmsley
Virginia
$90K
NSB
742
Norway Savings Bank
Maine
$90K
CA
743
Crewe Advisors
Utah
$88K
VCM
744
Vigilant Capital Management
Maine
$87K -$230K -2,043 -73%
EK
745
Evensky & Katz
Florida
$81K +$25K +221 +45%
MIM
746
Macroview Investment Management
Maryland
$71K -$130K -1,152 -65%
BAM
747
Barrett Asset Management
New York
$68K
SAM
748
S.A. Mason
Michigan
$68K
EIP
749
Ellis Investment Partners
Pennsylvania
$68K +$218 +2 +0.3%
MHR
750
Matthew Hamilton Rosenberg
$61K +$61K +532 New