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iShares National Muni Bond ETF

295 hedge funds and large institutions have $2.87B invested in iShares National Muni Bond ETF in 2015 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 134 increasing their positions, 74 reducing their positions, and 26 closing their positions.

Holders
295
Holders Change
+6
Holders Change %
+2.08%
% of All Funds
7.87%
Holding in Top 10
16
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-11.11%
% of All Funds
0.43%
New
37
Increased
134
Reduced
74
Closed
26
Calls
$2.31M
Puts
$4.31M
Net Calls
-$2M
Net Calls Change
+$14.8M
Name Holding Trade Value Shares
Change
Shares
Change %
BHWM
226
Bar Harbor Wealth Management
New Hampshire
$346K -$3.54K -32 -1%
OIA
227
Optimum Investment Advisors
Illinois
$346K +$117K +1,056 +51%
SWA
228
SFMG Wealth Advisors
Texas
$346K +$346K +3,126 New
FANJ
229
Financial Architects (New Jersey)
New Jersey
$336K +$128K +1,160 +62%
CWM
230
Concert Wealth Management
California
$310K -$17.5K -162 -5%
SCA
231
STALEY CAPITAL ADVISERS
Pennsylvania
$310K
BCM
232
BTC Capital Management
Iowa
$309K
MHS
233
M Holdings Securities
Oregon
$309K +$109K +982 +54%
YP
234
Yellowstone Partners
Idaho
$308K -$12.2K -110 -4%
ACP
235
Aviance Capital Partners
Florida
$303K
SGCA
236
Steel Grove Capital Advisors
Tennessee
$297K +$297K +2,683 New
CB
237
Chemical Bank
Michigan
$291K +$59.7K +540 +26%
CCT
238
Country Club Trust
Missouri
$289K +$12.7K +115 +5%
PG
239
Patten Group
Tennessee
$282K
SCM
240
Sterneck Capital Management
Missouri
$277K
PIM
241
Parasol Investment Management
Illinois
$277K
SFPM
242
Sensible Financial Planning & Management
Massachusetts
$273K
SSWM
243
Sheets Smith Wealth Management
North Carolina
$267K +$267K +2,413 New
CIC
244
Carnegie Investment Counsel
Ohio
$252K -$50K -453 -17%
CAPTRUST Financial Advisors
245
CAPTRUST Financial Advisors
North Carolina
$251K -$566K -5,118 -69%
FM
246
Foster & Motley
Ohio
$244K +$244K +2,206 New
PSUF
247
People's United Financial
Connecticut
$238K
PCA
248
Personal Capital Advisors
California
$234K +$234K +2,112 New
CPO
249
Cerity Partners OCIO
New York
$232K -$98.7K -893 -30%
HTC
250
Haverford Trust Company
Pennsylvania
$227K +$227K +2,056 New