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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 %
KA
726
Kovack Advisors
Florida
$220K +$115 +1 +0.1%
WAG
727
Winthrop Advisory Group
Massachusetts
$220K +$922 +8 +0.4%
MC
728
Moors & Cabot
Massachusetts
$219K
MPM
729
Meritage Portfolio Management
Kansas
$216K -$2.3K -20 -1%
SBH
730
Segall Bryant & Hamill
Illinois
$214K
NAS
731
Nicolet Advisory Services
Wisconsin
$214K
FCA
732
FLC Capital Advisors
California
$214K +$214K +1,856 New
EWF
733
Epstein & White Financial
California
$211K -$36.1K -313 -15%
TNA
734
True North Advisors
Texas
$210K +$210K +1,823 New
TNB
735
TCF National Bank
South Dakota
$208K -$44.2K -390 -18%
PAS
736
Partnervest Advisory Services
California
$208K +$208K +1,799 New
FPGK
737
Financial Partners Group (Kansas)
Kansas
$207K +$207K +1,797 New
XWM
738
Xcel Wealth Management
Florida
$207K +$207K +1,801 New
MPWT
739
MassMutual Private Wealth & Trust
Connecticut
$206K -$26.5K -230 -11%
CCMG
740
Clark Capital Management Group
Pennsylvania
$206K +$206K +1,782 New
CAG
741
Csenge Advisory Group
Florida
$205K -$54.9K -475 -21%
Brown Advisory
742
Brown Advisory
Maryland
$205K
BFA
743
Beacon Financial Advisory
Ohio
$204K +$460 +4 +0.2%
HPC
744
HM Payson & Co
Maine
$203K
HS
745
Horan Securities
United States
$202K -$19.6K -170 -9%
I
746
IberiaBank
Louisiana
$202K +$202K +1,748 New
LA
747
LexAurum Advisors
Kansas
$200K +$200K +1,734 New
ST
748
Smithfield Trust
Pennsylvania
$194K
RG
749
Retirement Group
California
$170K +$170K +1,470 New
KBFS
750
Kohmann Bosshard Financial Services
Ohio
$166K