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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 %
BFA
201
Beaumont Financial Advisors
Massachusetts
$5.29M 45,849 +1,359 +3%
BC
202
Burleson & Co
California
$5.28M 45,085 -61 -0.1%
Kovitz Investment Group Partners
203
Kovitz Investment Group Partners
Illinois
$5.24M 45,390 +34,390 +313%
CWS
204
Cypress Wealth Services
California
$5.15M 44,641 +15,838 +55%
LWAC
205
Laurel Wealth Advisors (California)
California
$5.1M 44,189 +44,189 New
BFG
206
Bouchey Financial Group
New York
$5.08M 43,992 +43,992 New
Kayne Anderson Rudnick Investment Management
207
Kayne Anderson Rudnick Investment Management
California
$5.05M 43,866 +4,003 +10%
EBT
208
Enterprise Bank & Trust
Massachusetts
$4.97M 43,047 +990 +2%
PWM
209
Paulson Wealth Management
Illinois
$4.89M 42,404 +8,755 +26%
MA
210
Mutual Advisors
Nebraska
$4.78M 41,422 +25,644 +163%
PFM
211
Phillips Financial Management
Indiana
$4.77M 41,371 +195 +0.5%
VC
212
Vicus Capital
Pennsylvania
$4.72M 40,874 +6,952 +20%
JIR
213
James Investment Research
Ohio
$4.72M 40,867 +5,172 +14%
BFO
214
Biltmore Family Office
North Carolina
$4.67M 40,490 +505 +1%
FCIM
215
Fairview Capital Investment Management
California
$4.66M 40,375
BCI
216
Brinker Capital Investments
Pennsylvania
$4.65M 40,292 -5,553 -12%
PSUF
217
People's United Financial
Connecticut
$4.64M 40,201 -8,006 -17%
CFS
218
Cannon Financial Strategists
Georgia
$4.6M 39,829 +1,488 +4%
LFS
219
Lutz Financial Services
Nebraska
$4.58M 39,721 -15,970 -29%
FVWA
220
Foster Victor Wealth Advisors
South Carolina
$4.53M 39,237 +39,237 New
JSA
221
Jacobson & Schmitt Advisors
Wisconsin
$4.5M 39,033 -1,897 -5%
COF
222
Capital One Financial
Virginia
$4.5M 38,951 -424 -1%
GAB
223
German American Bancorp
Indiana
$4.41M 38,194 +1,757 +5%
SBL
224
Sargent Bickham Lagudis
Colorado
$4.4M 38,155 +3,165 +9%
Rockefeller Capital Management
225
Rockefeller Capital Management
New York
$4.37M 37,904 +18,102 +91%