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iShares National Muni Bond ETF

872 hedge funds and large institutions have $13.5B invested in iShares National Muni Bond ETF in 2020 Q3 according to their latest regulatory filings, with 86 funds opening new positions, 445 increasing their positions, 211 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
872
Holders Change
+32
Holders Change %
+3.81%
% of All Funds
17.64%
Holding in Top 10
90
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+5.88%
% of All Funds
1.82%
New
86
Increased
445
Reduced
211
Closed
43
Calls
$13.4M
Puts
$50.5M
Net Calls
-$37M
Net Calls Change
-$201M
Name Holding Trade Value Shares
Change
Shares
Change %
RVPG
751
Relative Value Partners Group
$217K -$442K -3,814 -67%
MPM
752
Meritage Portfolio Management
Kansas
$217K
CWM
753
Centric Wealth Management
Illinois
$216K -$13.4K -118 -6%
KA
754
Kovack Advisors
Florida
$215K -$5.8K -50 -3%
BFPW
755
BOK Financial Private Wealth
Colorado
$215K +$215K +1,851 New
CSIA
756
Charles Schwab Investment Advisory
California
$214K +$214K +1,847 New
MPWT
757
MassMutual Private Wealth & Trust
Connecticut
$213K +$6.37K +55 +3%
RSWM
758
Robertson Stephens Wealth Management
California
$210K +$210K +1,815 New
WC
759
Whitney & Co
New York
$208K -$55.4K -477 -21%
XWM
760
Xcel Wealth Management
Florida
$208K
PAS
761
Partnervest Advisory Services
California
$206K -$2.79K -24 -1%
Brown Advisory
762
Brown Advisory
Maryland
$206K
LA
763
LexAurum Advisors
Kansas
$206K +$4.87K +42 +2%
FHC
764
First Horizon Corporation
Tennessee
$206K +$206K +1,783 New
BFA
765
Beacon Financial Advisory
Ohio
$205K
HPC
766
HM Payson & Co
Maine
$204K
HS
767
Horan Securities
United States
$203K +$116 +1 +0.1%
RWA
768
Redhawk Wealth Advisors
Minnesota
$201K +$201K +1,737 New
ST
769
Smithfield Trust
Pennsylvania
$195K
RWA
770
Ropes Wealth Advisors
Massachusetts
$194K -$151K -1,300 -44%
BFG
771
Baron Financial Group
New Jersey
$176K +$176K +1,520 New
RG
772
Retirement Group
California
$170K
CYG
773
Clean Yield Group
Vermont
$159K +$20.5K +177 +15%
AWM
774
AllSquare Wealth Management
New York
$150K -$9.3K -80 -6%
CFN
775
Cordasco Financial Network
Florida
$147K -$85.2K -733 -37%