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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 %
FAAM
151
First Ascent Asset Management
Colorado
$8.65M 74,936 -9,525 -11%
CIP
152
Capital Insight Partners
Arizona
$8.63M 74,795 +515 +0.7%
CCG
153
Cypress Capital Group
Florida
$8.48M 73,504 -970 -1%
Principal Financial Group
154
Principal Financial Group
Iowa
$8.42M 72,942 +28,389 +64%
IA
155
IFG Advisors
Missouri
$8.39M 72,740 -1,241 -2%
Sumitomo Mitsui Trust Group
156
Sumitomo Mitsui Trust Group
Japan
$8.36M 72,594 -761 -1%
AWM
157
Argent Wealth Management
Massachusetts
$8.25M 70,583 +864 +1%
BSWM
158
Boston Standard Wealth Management
Massachusetts
$8.17M 70,822 +1,277 +2%
PAS
159
Park Avenue Securities
New York
$8.17M 70,758 +70,758 New
BOPW
160
Brandywine Oak Private Wealth
Pennsylvania
$8.12M 69,657 -82 -0.1%
IA
161
Independence Advisors
Pennsylvania
$8.12M 70,321 +113 +0.2%
AIP
162
Ameritas Investment Partners
Nebraska
$7.79M 67,471 -16 -0%
Baird Financial Group
163
Baird Financial Group
Wisconsin
$7.68M 66,571 +42,586 +178%
FCBT
164
First Citizens Bank & Trust
North Carolina
$7.68M 66,530 +8,095 +14%
GLLW
165
Graves Light Lenhart Wealth
Virginia
$7.55M 65,420 -216 -0.3%
HI
166
Hudock Inc
Pennsylvania
$7.48M 64,795 +941 +1%
OAP
167
One Advisory Partners
Kansas
$7.46M 64,652 +64,652 New
HWA
168
Heartwood Wealth Advisors
Virginia
$7.4M 64,112 +2,410 +4%
SF
169
Synovus Financial
Georgia
$7.31M 63,312 -29,870 -32%
Prudential Financial
170
Prudential Financial
New Jersey
$7.24M 62,713 +10,940 +21%
SWRP
171
Summit Wealth & Retirement Planning
California
$7.16M 62,022 +1,791 +3%
HFM
172
Hartford Financial Management
Connecticut
$6.81M 58,993 +7,422 +14%
EWA
173
ERTS Wealth Advisors
Michigan
$6.65M 57,644 +9,511 +20%
WU
174
Wealthsimple US
New York
$6.65M 57,626 +4,682 +9%
XF
175
XML Financial
Maryland
$6.43M 55,721 +10,790 +24%