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iShares National Muni Bond ETF

507 hedge funds and large institutions have $7.39B invested in iShares National Muni Bond ETF in 2018 Q3 according to their latest regulatory filings, with 45 funds opening new positions, 184 increasing their positions, 191 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
507
Holders Change
+1
Holders Change %
+0.2%
% of All Funds
11.61%
Holding in Top 10
41
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+20.59%
% of All Funds
0.94%
New
45
Increased
184
Reduced
191
Closed
43
Calls
$961K
Puts
$3.88M
Net Calls
-$2.91M
Net Calls Change
+$259K
Name Holding Trade Value Shares
Change
Shares
Change %
WSTAM
226
Wilbanks Smith & Thomas Asset Management
Virginia
$1.37M +$1.37M +12,730 New
IWC
227
Integrated Wealth Concepts
Massachusetts
$1.36M +$118K +1,098 +10%
BSB
228
Bangor Savings Bank
Maine
$1.34M
DSC
229
Duncker Streett & Co
Missouri
$1.34M +$54K +500 +4%
PI
230
PFS Investments
Georgia
$1.33M +$1.33M +12,352 New
JCM
231
Jacobi Capital Management
Pennsylvania
$1.28M +$34.6K +321 +3%
UR
232
USCA RIA
Texas
$1.27M -$172K -1,591 -12%
AWA
233
Arete Wealth Advisors
Illinois
$1.26M -$156K -1,450 -11%
PFM
234
Phillips Financial Management
Indiana
$1.24M +$1.24M +11,542 New
SIA
235
Starfire Investment Advisers
Michigan
$1.24M -$246K -2,282 -17%
PA
236
Perennial Advisors
New York
$1.23M -$38K -352 -3%
CA
237
Cetera Advisors
Colorado
$1.22M -$70.2K -651 -5%
FANJ
238
Financial Architects (New Jersey)
New Jersey
$1.22M +$158K +1,462 +15%
CG
239
Colony Group
Massachusetts
$1.22M -$76.6K -710 -6%
GFP
240
Gryphon Financial Partners
Ohio
$1.22M +$1.22M +11,296 New
SP
241
SWS Partners
Ohio
$1.21M +$62.1K +576 +5%
OFG
242
Oxford Financial Group
Indiana
$1.19M
BOTW
243
Bank of the West
California
$1.18M -$91.4K -847 -7%
ACP
244
Aveo Capital Partners
Colorado
$1.18M -$321 -3 -0%
FFA
245
Fragasso Financial Advisors
Pennsylvania
$1.16M -$615K -5,750 -35%
HIC
246
Holderness Investments Company
North Carolina
$1.13M +$324 +3 +0%
GJIC
247
Gamble Jones Investment Counsel
California
$1.13M +$2.37K +22 +0.2%
PA
248
Parallel Advisors
California
$1.12M -$175K -1,621 -14%
FWM
249
FFT Wealth Management
Pennsylvania
$1.1M -$344K -3,187 -24%
MA
250
MUFG Americas
New York
$1.1M -$204K -1,894 -16%