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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.

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 Market Value Shares Shares
Change
Shares
Change %
Bank of America
1
Bank of America
North Carolina
$1.55B 13,626,210 +961,922 +8%
Betterment LLC
2
Betterment LLC
New York
$759M 6,663,243 +803,572 +14%
PNC Financial Services Group
3
PNC Financial Services Group
Pennsylvania
$631M 5,539,642 +430,765 +8%
UBS Group
4
UBS Group
Switzerland
$594M 5,214,876 -631,619 -11%
BlackRock
5
BlackRock
New York
$544M 4,778,477 +795,829 +20%
Creative Planning
6
Creative Planning
Kansas
$542M 4,762,443 +322,840 +7%
SEI Investments
7
SEI Investments
Pennsylvania
$450M 3,946,362 +246,083 +7%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$378M 3,318,768 +214,368 +7%
Wells Fargo
9
Wells Fargo
California
$350M 3,071,563 -399,917 -12%
Northwestern Mutual Wealth Management
10
Northwestern Mutual Wealth Management
Wisconsin
$280M 2,457,170 +24,360 +1%
Fisher Asset Management
11
Fisher Asset Management
Washington
$271M 2,380,404 +176,993 +8%
Morgan Stanley
12
Morgan Stanley
New York
$227M 1,994,472 +7,414 +0.4%
Fidelity Investments
13
Fidelity Investments
Massachusetts
$206M 1,812,208 +88,737 +5%
US Bancorp
14
US Bancorp
Minnesota
$148M 1,300,145 +169,778 +15%
OWM
15
Orgel Wealth Management
Wisconsin
$143M 1,251,891 -22,716 -2%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$137M 1,198,879 +69,555 +6%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$135M 1,187,941 +67,875 +6%
CCWA
18
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$108M 944,243 +35,246 +4%
AssetMark Inc
19
AssetMark Inc
California
$99.3M 871,327 +106,167 +14%
Goldman Sachs
20
Goldman Sachs
New York
$95.7M 839,746 -57,027 -6%
CAG
21
Crestwood Advisors Group
Massachusetts
$86.7M 760,791 +17,347 +2%
Qube Research & Technologies (QRT)
22
Qube Research & Technologies (QRT)
United Kingdom
$83.8M 735,404 +735,404 New
TF
23
TIAA FSB
Florida
$81.3M 713,846 +151,528 +27%
LPL Financial
24
LPL Financial
California
$71.9M 631,421 +96,723 +18%
Ameriprise
25
Ameriprise
Minnesota
$66.7M 586,146 +62,553 +12%