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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.

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 Market Value Shares Shares
Change
Shares
Change %
WCM
101
Wealthcare Capital Management
Virginia
$13.6M 117,946 +5,593 +5%
BFG
102
Barber Financial Group
Kansas
$13.5M 116,694 +4,984 +4%
M&T Bank
103
M&T Bank
New York
$13.1M 113,826 +1,053 +0.9%
SPIA
104
Steward Partners Investment Advisory
New York
$13M 112,659 +19,829 +21%
SP
105
Symmetry Partners
Connecticut
$13M 112,313 +17,421 +18%
IAN
106
Integrated Advisors Network
Texas
$12.8M 111,315 +20,909 +23%
MFG
107
Menard Financial Group
Texas
$12.8M 111,302 +87,944 +377%
CSWG
108
Cardinal Strategic Wealth Guidance
Kentucky
$12.8M 110,863 +19,200 +21%
OIA
109
OneDigital Investment Advisors
Kansas
$12.8M 110,769 +3,139 +3%
Renaissance Technologies
110
Renaissance Technologies
New York
$12.8M 110,700 +108,500 +4,932%
LPT
111
Legacy Private Trust
Wisconsin
$12.7M 110,330 +6,630 +6%
NVCHI
112
New Vernon Capital Holdings II
New Jersey
$12.6M 109,110 +109,110 New
SSWM
113
Sheets Smith Wealth Management
North Carolina
$12.5M 108,449 +97,430 +884%
Bank of Montreal
114
Bank of Montreal
Ontario, Canada
$12.5M 108,316 +14,545 +16%
AFS
115
Axiom Financial Strategies
Indiana
$12.4M 107,667 +36,839 +52%
WSTAM
116
Wilbanks Smith & Thomas Asset Management
Virginia
$12.3M 106,888 -849 -0.8%
CTA
117
Chesley Taft & Associates
Illinois
$12.1M 104,665 +23,824 +29%
BWM
118
Bernicke Wealth Management
Wisconsin
$12M 103,828 -28,940 -22%
William Blair & Company
119
William Blair & Company
Illinois
$12M 103,799 -2,628 -2%
CAL
120
Capital Analysts LLC
Pennsylvania
$11.6M 100,771 +908 +0.9%
HCC
121
Hirtle Callaghan & Co
Pennsylvania
PRWA
122
Platte River Wealth Advisors
Colorado
$11.4M 99,113 +99,113 New
SC
123
Slow Capital
California
$11.2M 97,216 +16,271 +20%
SPP
124
Single Point Partners
Massachusetts
$11.2M 96,756 +7,290 +8%
HFS
125
HBC Financial Services
Washington
$11.1M 95,468 -5,035 -5%