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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 %
BAM
776
Barrett Asset Management
New York
$79K +$9.8K +85 +14%
EK
777
Evensky & Katz
Florida
$74K -$8.41K -73 -10%
SAM
778
S.A. Mason
Michigan
$69K
First Manhattan
779
First Manhattan
New York
$63K -$41.8K -365 -40%
CWP
780
CFM Wealth Partners
Texas
$60K
DAM
781
Delta Asset Management
Tennessee
$58K
CB
782
Community Bank
New York
$58K
RAM
783
Riggs Asset Management
Pennsylvania
$54K
BDWM
784
Brewin Dolphin Wealth Management
Ireland
$53.1K +$53.1K +460 New
MWA
785
MFA Wealth Advisors
Pennsylvania
$51.5K +$51.5K +446 New
FA
786
Faithward Advisors
Pennsylvania
$51K
SIAS
787
Shine Investment Advisory Services
Colorado
$51K
SSB
788
Sandy Spring Bank
Maryland
$51K
QCG
789
Quadrant Capital Group
Ohio
$51K +$115 +1 +0.2%
FWM
790
Filbrandt Wealth Management
Wisconsin
$51K +$51K +438 New
CFD
791
Creative Financial Designs
Indiana
$50K +$50K +430 New
EW
792
Element Wealth
Mississippi
$50K +$50K +435 New
CHA
793
Carmichael Hill & Associates
Maryland
$47K
BAM
794
Bellevue Asset Management
Washington
$46K
AP
795
Atwood & Palmer
Missouri
$45K
JPLA
796
Joseph P. Lucia & Associates
New York
$42K
BHWM
797
Bay Harbor Wealth Management
Maryland
$42K +$19.6K +168 +88%
CMBA
798
C.M. Bidwell & Associates
Hawaii
$42K +$42K +365 New
EP
799
Eudaimonia Partners
Tennessee
$41K +$1.99K +17 +5%
BCA
800
Bray Capital Advisors
Florida
$39K