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iShares National Muni Bond ETF

671 hedge funds and large institutions have $10.3B invested in iShares National Muni Bond ETF in 2019 Q3 according to their latest regulatory filings, with 61 funds opening new positions, 316 increasing their positions, 175 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
671
Holders Change
+23
Holders Change %
+3.55%
% of All Funds
14.74%
Holding in Top 10
51
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-1.92%
% of All Funds
1.12%
New
61
Increased
316
Reduced
175
Closed
32
Calls
$331K
Puts
$2.74M
Net Calls
-$2.41M
Net Calls Change
-$1.06M
Name Holding Trade Value Shares
Change
Shares
Change %
CTA
126
Chesley Taft & Associates
Illinois
$6.99M +$149K +1,305 +2%
HI
127
Hudock Inc
Pennsylvania
$6.83M +$76.8K +673 +1%
EFL
128
ERn Financial LLC
Wisconsin
$6.82M -$9.93K -87 -0.1%
RMC
129
Regis Management Company
California
$6.72M -$1.73M -15,170 -20%
MWA
130
Martel Wealth Advisors
Washington
$6.62M -$297K -2,604 -4%
WP
131
WealthSource Partners
California
$6.62M -$76.9K -674 -1%
SPC
132
Sigma Planning Corp
Michigan
$6.51M +$1.36M +11,916 +26%
ACM
133
AUA Capital Management
Pennsylvania
$6.49M -$262K -2,299 -4%
CCM
134
Condor Capital Management
New Jersey
$6.48M +$38.7K +339 +0.6%
LP
135
LGL Partners
Pennsylvania
$6.45M -$200K -1,752 -3%
PIMG
136
Patriot Investment Management Group
Tennessee
$6.32M +$32.8K +287 +0.5%
Comerica Bank
137
Comerica Bank
Texas
$6.31M +$864K +7,594 +16%
Principal Financial Group
138
Principal Financial Group
Iowa
$6.31M +$683K +5,982 +12%
BC
139
Burleson & Co
California
$6.22M +$6.22M +54,688 New
EPM
140
Elm Partners Management
Pennsylvania
$5.94M -$289K -2,536 -5%
CS
141
Credit Suisse
Switzerland
$5.79M -$4.65M -40,726 -45%
FCC
142
Florin Court Capital
United Kingdom
$5.76M -$4.4M -38,600 -43%
Baird Financial Group
143
Baird Financial Group
Wisconsin
$5.53M +$378K +3,315 +7%
HW
144
Hancock Whitney
Mississippi
$5.43M +$484K +4,245 +10%
FBB
145
Fulton Breakefield Broenniman
Maryland
$5.38M +$5.38M +47,173 New
CIBC Private Wealth Group
146
CIBC Private Wealth Group
Georgia
$5.3M +$68.9K +604 +1%
Janney Montgomery Scott
147
Janney Montgomery Scott
Pennsylvania
$5.26M +$419K +3,670 +9%
SIM
148
Sadoff Investment Management
Wisconsin
$5.26M -$34.2K -300 -0.6%
BOPW
149
Brandywine Oak Private Wealth
Pennsylvania
$5.19M +$105K +923 +2%
LRIA
150
Leonard Rickey Investment Advisors
Washington
$5.13M +$51.2K +449 +1%