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iShares National Muni Bond ETF

799 hedge funds and large institutions have $11.2B invested in iShares National Muni Bond ETF in 2019 Q4 according to their latest regulatory filings, with 167 funds opening new positions, 366 increasing their positions, 154 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
799
Holders Change
+128
Holders Change %
+19.08%
% of All Funds
15.78%
Holding in Top 10
65
Holding in Top 10 Change
+14
Holding in Top 10 Change %
+27.45%
% of All Funds
1.28%
New
167
Increased
366
Reduced
154
Closed
30
Calls
$2.02M
Puts
$2.75M
Net Calls
-$730K
Net Calls Change
+$1.68M
Name Holding Trade Value Shares
Change
Shares
Change %
CCM
151
Condor Capital Management
New Jersey
$6.55M +$85.8K +753 +1%
SWRP
152
Summit Wealth & Retirement Planning
California
$6.55M +$2.43M +21,315 +59%
HW
153
Hancock Whitney
Mississippi
$6.54M +$1.13M +9,885 +21%
DL
154
DOHJ LLC
Washington
$6.5M +$6.5M +57,059 New
MIM
155
MetLife Investment Management
New Jersey
$6.48M +$6.48M +56,900 New
ACM
156
AUA Capital Management
Pennsylvania
$6.47M
PIMG
157
Patriot Investment Management Group
Tennessee
$6.39M +$97K +852 +2%
EWM
158
Empirical Wealth Management
Washington
$6.33M -$774K -6,792 -11%
SFS
159
Sowell Financial Services
Arkansas
$6.2M +$3.89M +34,116 +168%
OR
160
Olympiad Research
Connecticut
$6.2M +$6.2M +54,391 New
G
161
GenTrust
Florida
$6.19M +$1.49M +13,045 +32%
AllianceBernstein
162
AllianceBernstein
Tennessee
$6.09M +$1.62M +14,199 +36%
WP
163
WealthSource Partners
California
$6.07M -$540K -4,737 -8%
EPM
164
Elm Partners Management
Pennsylvania
$5.89M -$52.6K -461 -0.9%
Prudential Financial
165
Prudential Financial
New Jersey
$5.6M +$516K +4,530 +10%
CAPTRUST Financial Advisors
166
CAPTRUST Financial Advisors
North Carolina
$5.58M +$5.15M +45,142 +1,179%
Baird Financial Group
167
Baird Financial Group
Wisconsin
$5.57M +$52.5K +461 +1%
RA
168
Riversedge Advisors
Delaware
$5.47M +$410K +3,598 +8%
BOPW
169
Brandywine Oak Private Wealth
Pennsylvania
$5.42M +$241K +2,114 +5%
PAS
170
Park Avenue Securities
New York
$5.4M +$1.08M +9,461 +25%
GIM
171
Greenwich Investment Management
Connecticut
$5.33M -$2.05M -17,976 -28%
BCI
172
Brinker Capital Investments
Pennsylvania
$5.27M +$193K +1,690 +4%
Jane Street
173
Jane Street
New York
$5.26M -$25.8M -226,912 -83%
FBB
174
Fulton Breakefield Broenniman
Maryland
$5.26M -$115K -1,006 -2%
LRIA
175
Leonard Rickey Investment Advisors
Washington
$5.25M +$125K +1,095 +2%