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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 %
CAPTRUST Financial Advisors
151
CAPTRUST Financial Advisors
North Carolina
$7.17M +$1.77M +16,028 +33%
Nomura Asset Management
152
Nomura Asset Management
Japan
$7.01M +$7.01M +62,000 New
HWA
153
Heartwood Wealth Advisors
Virginia
$6.97M -$89.7K -794 -1%
ACM
154
AUA Capital Management
Pennsylvania
$6.85M +$430K +3,802 +7%
SWRP
155
Summit Wealth & Retirement Planning
California
$6.81M +$309K +2,732 +5%
3AM
156
3D Asset Management
Connecticut
$6.75M -$424K -3,754 -6%
SFS
157
Sowell Financial Services
Arkansas
$6.61M +$462K +4,085 +8%
FCBT
158
First Citizens Bank & Trust
North Carolina
$6.6M -$936K -8,281 -12%
CCM
159
Condor Capital Management
New Jersey
$6.53M +$32.4K +287 +0.5%
MWA
160
Martel Wealth Advisors
Washington
$6.43M -$171K -1,509 -3%
LFS
161
Lutz Financial Services
Nebraska
$6.29M +$1.85M +16,383 +42%
PIMG
162
Patriot Investment Management Group
Tennessee
$6.25M -$92K -814 -1%
AllianceBernstein
163
AllianceBernstein
Tennessee
$6.15M +$112K +988 +2%
WU
164
Wealthsimple US
New York
$5.98M +$2.55M +22,531 +74%
FA
165
Fortis Advisors
Pennsylvania
$5.96M +$3.45M +30,494 +137%
LP
166
LGL Partners
Pennsylvania
$5.86M -$1.23M -10,925 -17%
Prudential Financial
167
Prudential Financial
New Jersey
$5.85M +$293K +2,589 +5%
G
168
GenTrust
Florida
$5.83M -$307K -2,715 -5%
HFM
169
Hartford Financial Management
Connecticut
$5.83M +$5.57M +49,325 +2,196%
FI
170
FormulaFolio Investments
Michigan
$5.73M +$1.15M +10,213 +25%
TIM
171
Tortoise Investment Management
New York
$5.68M +$4.58M +40,539 +419%
AIA
172
Ally Invest Advisors
North Carolina
$5.66M +$998K +8,831 +21%
ASN
173
Advisory Services Network
Georgia
$5.65M +$1.47M +13,015 +35%
FNBOMD
174
First National Bank of Mount Dora
Florida
$5.54M +$2.34M +20,698 +73%
LNC
175
Lincoln National Corp
Pennsylvania
$5.52M +$606K +5,364 +12%