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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 %
SIM
176
Sadoff Investment Management
Wisconsin
$5.25M
Janney Montgomery Scott
177
Janney Montgomery Scott
Pennsylvania
$5.19M -$60.7K -533 -1%
BFA
178
Beaumont Financial Advisors
Massachusetts
$5.12M +$711K +6,243 +16%
Kayne Anderson Rudnick Investment Management
179
Kayne Anderson Rudnick Investment Management
California
$5.02M +$652K +5,731 +15%
EWM
180
Endurance Wealth Management
Rhode Island
$5.01M +$4.44K +39 +0.1%
WCM
181
Wildcat Capital Management
New York
$5M -$4.66K -41 -0.1%
LNC
182
Lincoln National Corp
Pennsylvania
$4.95M +$342K +3,003 +7%
CAN
183
Cetera Advisor Networks
California
$4.89M +$543K +4,765 +12%
EBT
184
Enterprise Bank & Trust
Massachusetts
$4.79M -$152K -1,335 -3%
CPP
185
Crow Point Partners
Massachusetts
$4.77M +$3.62M +45,802 +314%
TIA
186
Traphagen Investment Advisors
New Jersey
$4.71M +$178K +1,566 +4%
AIA
187
Ally Invest Advisors
North Carolina
$4.7M +$1.23M +10,773 +35%
BFO
188
Biltmore Family Office
North Carolina
$4.68M +$9K +79 +0.2%
FCIM
189
Fairview Capital Investment Management
California
$4.66M
FI
190
FormulaFolio Investments
Michigan
$4.61M -$502K -4,406 -10%
PSUF
191
People's United Financial
Connecticut
$4.54M +$863K +7,574 +23%
WPW
192
Waldron Private Wealth
Pennsylvania
$4.49M +$1.62M +14,247 +57%
LFS
193
Lutz Financial Services
Nebraska
$4.48M +$1.63M +14,268 +57%
BCWM
194
Bartlett & Co Wealth Management
Ohio
$4.47M +$397K +3,485 +10%
OIWM
195
OptiFour Integrated Wealth Management
Virginia
$4.43M -$46.9K -412 -1%
CONA
196
Capital One National Association
New York
$4.38M +$4.38M +38,467 New
CCM
197
Colorado Capital Management
Colorado
$4.37M +$36.2K +318 +0.8%
JIR
198
James Investment Research
Ohio
$4.36M -$66.6K -585 -2%
CFS
199
Cannon Financial Strategists
Georgia
$4.34M +$1.22M +10,736 +39%
SBL
200
Sargent Bickham Lagudis
Colorado
$4.32M +$213K +1,871 +5%