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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.

New
Increased
Maintained
Reduced
Closed
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 %
FTIOP
251
Fiduciary Trust International of Pennsylvania
Pennsylvania
$224K
NSCM
252
New South Capital Management
Tennessee
$219K
CPA
253
Capital Planning Advisors
California
$215K
TFF
254
The Family Firm
Maryland
$209K -$20.7K -187 -9%
VNA
255
Valley National Advisers
Pennsylvania
$208K +$104K +945 +101%
FNT
256
First National Trust
Pennsylvania
$208K +$208K +1,883 New
HH
257
Hilltop Holdings
Texas
$203K +$203K +1,838 New
BBA
258
BLB&B Advisors
Pennsylvania
$200K
Invesco
259
Invesco
Georgia
$197K -$197K
GI
260
Gradient Investments
Minnesota
$195K +$26.8K +242 +16%
IPC
261
Independent Portfolio Consultants
Florida
$192K -$18.3K -165 -9%
AWM
262
AllSquare Wealth Management
New York
$190K
GWS
263
Glassman Wealth Services
Virginia
$180K
PIA
264
Peachtree Investment Advisors
Georgia
$166K
KCM
265
Karp Capital Management
California
$149K +$149K +1,350 New
CFA
266
Carroll Financial Associates
North Carolina
$128K +$32.7K +295 +34%
RAM
267
Riggs Asset Management
Pennsylvania
$124K
TC
268
Trust Company
Kansas
$117K +$117K +1,061 New
WTB
269
Washington Trust Bank
Washington
$112K
AWM
270
Avior Wealth Management
Nebraska
$101K -$19.4K -176 -16%
AIM
271
Advantage Investment Management
Iowa
$99K +$1.33K +12 +1%
UFA
272
US Financial Advisors
Massachusetts
$96K +$68.3K +615 +246%
AWS
273
Aris Wealth Services
Pennsylvania
$94K +$94K +850 New
JFA
274
JNBA Financial Advisors
Minnesota
$91K
DBT
275
Dubuque Bank & Trust
Iowa
$70K -$1.15M -10,375 -94%