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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 %
TGAM
201
TBH Global Asset Management
Tennessee
$4.45M +$145K +1,234 +3%
EPM
202
Elm Partners Management
Pennsylvania
$4.44M -$1.39M -12,304 -24%
AAS
203
Avantax Advisory Services
Texas
$4.36M +$2.27M +20,088 +108%
CFS
204
Cannon Financial Strategists
Georgia
$4.33M +$25.5K +226 +0.6%
WPW
205
Waldron Private Wealth
Pennsylvania
$4.31M -$145K -1,283 -3%
CIBC Private Wealth Group
206
CIBC Private Wealth Group
Georgia
$4.29M +$2.11M +18,716 +97%
GAB
207
German American Bancorp
Indiana
$4.12M +$576K +5,098 +16%
JIR
208
James Investment Research
Ohio
$4.03M -$289K -2,560 -7%
EFL
209
ERn Financial LLC
Wisconsin
$4.03M -$2.81M -24,862 -41%
SBL
210
Sargent Bickham Lagudis
Colorado
$3.95M -$327K -2,894 -8%
GIM
211
Greenwich Investment Management
Connecticut
$3.94M -$1.34M -11,896 -25%
RTC
212
Riverview Trust Company
Washington
$3.92M
GC
213
Garde Capital
Washington
$3.85M -$299K -2,642 -7%
VC
214
Vicus Capital
Pennsylvania
$3.83M +$579K +5,127 +18%
PWM
215
Paulson Wealth Management
Illinois
$3.83M +$984K +8,643 +35%
SBSB
216
Sullivan, Bruyette, Speros & Blaney
Virginia
$3.82M +$481K +4,256 +14%
AWA
217
Arete Wealth Advisors
Illinois
$3.61M +$786K +7,042 +28%
ACM
218
AlphaStar Capital Management
North Carolina
$3.58M +$3.11M +27,593 +655%
KeyBank National Association
219
KeyBank National Association
Ohio
$3.58M -$4.52K -40 -0.1%
AWM
220
Apollon Wealth Management
South Carolina
$3.54M +$112K +994 +3%
WP
221
WealthSource Partners
California
$3.51M -$2.51M -22,239 -42%
Citigroup
222
Citigroup
New York
$3.51M +$1.87M +16,539 +114%
5L
223
55I LLC
Massachusetts
$3.47M +$3.47M +30,715 New
IA
224
IFP Advisors
Florida
$3.47M +$2.29M +19,935 +195%
CIM
225
Confluence Investment Management
Missouri
$3.46M +$706K +6,244 +26%