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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 %
CCA
101
Clearwater Capital Advisors
Illinois
$11.3M +$554K +4,906 +5%
HFS
102
HBC Financial Services
Washington
$11.1M +$243K +2,210 +2%
Fifth Third Bancorp
103
Fifth Third Bancorp
Ohio
$10.9M +$1.33M +11,728 +14%
TCM
104
Towercrest Capital Management
Pennsylvania
$10.9M -$121K -1,068 -1%
RCM
105
Requisite Capital Management
Texas
$10.9M +$10.9M +96,214 New
WANY
106
Wealthspire Advisors (New York)
New York
$10.8M +$156K +1,383 +1%
SP
107
Symmetry Partners
Connecticut
$10.7M +$1.4M +12,349 +15%
Bessemer Group
108
Bessemer Group
New Jersey
$10.7M -$496K -4,389 -4%
MIM
109
MetLife Investment Management
New Jersey
$10.6M +$4.13M +36,376 +64%
SF
110
Synovus Financial
Georgia
$10.5M +$3.25M +28,790 +45%
SPIA
111
Steward Partners Investment Advisory
New York
$10.5M -$97.1K -859 -0.9%
CSWG
112
Cardinal Strategic Wealth Guidance
Kentucky
$10.4M +$10.4M +91,663 New
Bank of Montreal
113
Bank of Montreal
Ontario, Canada
$10.3M -$1.45M -13,215 -12%
IAN
114
Integrated Advisors Network
Texas
$10.2M +$3.36M +29,692 +49%
AC
115
Allstate Corporation
Illinois
$10.2M +$10.2M +90,000 New
SPP
116
Single Point Partners
Massachusetts
$10.1M +$1.8M +15,929 +22%
JWA
117
JFS Wealth Advisors
Pennsylvania
$9.9M -$364K -3,223 -4%
AFG
118
Arkansas Financial Group
Arkansas
$9.67M +$194K +1,713 +2%
CB
119
Commerce Bank
Missouri
$9.66M +$39K +345 +0.4%
IWC
120
Integrated Wealth Concepts
Massachusetts
$9.61M +$2.36M +20,848 +32%
FAAM
121
First Ascent Asset Management
Colorado
$9.55M +$1.46M +12,913 +18%
ZCA
122
Zeke Capital Advisors
Pennsylvania
$9.48M -$610K -5,396 -6%
AC
123
Alley Company
Illinois
$9.29M +$669K +5,919 +8%
CFMC
124
Curbstone Financial Management Corp
New Hampshire
$9.29M
SC
125
Slow Capital
California
$9.15M -$1.59M -14,061 -15%