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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 %
AWM
751
AllSquare Wealth Management
New York
$158K
SCA
752
Stonebridge Capital Advisors
Minnesota
$154K +$8.56K +74 +6%
SL
753
Savior LLC
Massachusetts
$146K
CYG
754
Clean Yield Group
Vermont
$138K +$120K +1,040 +658%
QCMC
755
Quantum Capital Management (California)
California
$136K
BW
756
Bison Wealth
Georgia
$129K -$24.6K -214 -16%
MAM
757
Meeder Asset Management
Ohio
$127K
TWA
758
TCI Wealth Advisors
Arizona
$126K -$17.9K -155 -12%
DI
759
Disciplined Investments
Oklahoma
$123K
CF
760
Centaurus Financial
California
$118K -$80.2K -697 -40%
PWP
761
Principle Wealth Partners
Connecticut
$116K +$116K +1,008 New
1IA
762
1834 Investment Advisors
Wisconsin
$115K
BAMG
763
Brand Asset Management Group
Missouri
$113K -$40.5K -350 -26%
TFA
764
Toth Financial Advisory
Virginia
$113K -$13.9K -120 -11%
RDWM
765
Red Door Wealth Management
Tennessee
$108K +$573 +5 +0.5%
AA
766
AlphaCentric Advisors
Puerto Rico
$104K +$104K +904 New
PCA
767
Providence Capital Advisors
North Carolina
$103K -$23.7K -205 -19%
IWP
768
IAG Wealth Partners
Wisconsin
$99K -$56.4K -485 -36%
TSW
769
Thompson Siegel & Walmsley
Virginia
$92K
NSB
770
Norway Savings Bank
Maine
$92K
IBOK
771
Independence Bank of Kentucky
Kentucky
$92K +$92K +797 New
CA
772
Crewe Advisors
Utah
$90K
VCM
773
Vigilant Capital Management
Maine
$89K
BWM
774
Baystate Wealth Management
Massachusetts
$81K +$57.6K +496 +246%
MIM
775
Macroview Investment Management
Maryland
$79K +$6.26K +54 +9%