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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 %
CTA
126
Chesley Taft & Associates
Illinois
$9.14M +$2.08M +18,414 +29%
BAC
127
Boys Arnold & Co
North Carolina
$9.08M -$957K -8,468 -10%
Jones Financial Companies
128
Jones Financial Companies
Missouri
$9.02M -$2.44M -21,614 -21%
EWM
129
Empirical Wealth Management
Washington
$8.91M +$2.64M +23,331 +42%
SPC
130
Sigma Planning Corp
Michigan
$8.67M +$1.98M +17,555 +30%
CISOA
131
Capital Investment Services of America
Wisconsin
$8.56M -$5.65K -50 -0.1%
CCG
132
Cypress Capital Group
Florida
$8.42M +$866K +7,661 +11%
CIP
133
Capital Insight Partners
Arizona
$8.39M -$1.44M -12,760 -15%
IA
134
IFG Advisors
Missouri
$8.36M +$569K +5,035 +7%
MMA
135
Miracle Mile Advisors
California
$8.33M -$1.06M -9,353 -11%
Sumitomo Mitsui Trust Group
136
Sumitomo Mitsui Trust Group
Japan
$8.27M +$8.27M +73,355 New
AFS
137
Axiom Financial Strategies
Indiana
$8M +$8M +70,828 New
IA
138
Independence Advisors
Pennsylvania
$7.93M -$626K -5,540 -7%
ARCM
139
Asia Research & Capital Management
Hong Kong
$7.92M +$7.92M +70,100 New
BOPW
140
Brandywine Oak Private Wealth
Pennsylvania
$7.88M +$2.51M +22,182 +47%
HT
141
HAP Trading
New York
$7.86M +$7.86M +69,568 New
AWM
142
Argent Wealth Management
Massachusetts
$7.75M -$1.75M -15,754 -18%
DL
143
DOHJ LLC
Washington
$7.75M +$1.3M +11,500 +20%
BSWM
144
Boston Standard Wealth Management
Massachusetts
$7.65M +$433K +3,931 +6%
AIP
145
Ameritas Investment Partners
Nebraska
$7.63M -$9.94K -88 -0.1%
Comerica Bank
146
Comerica Bank
Texas
$7.43M -$130K -1,161 -2%
GLLW
147
Graves Light Lenhart Wealth
Virginia
$7.42M -$1.18M -10,416 -14%
AIA
148
Alera Investment Advisors
Illinois
$7.32M +$1.68M +8,502 +30%
IC
149
Inscription Capital
Texas
$7.31M -$4.29M -37,978 -37%
HI
150
Hudock Inc
Pennsylvania
$7.22M +$123K +1,088 +2%