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iShares National Muni Bond ETF

597 hedge funds and large institutions have $8.76B invested in iShares National Muni Bond ETF in 2018 Q4 according to their latest regulatory filings, with 136 funds opening new positions, 227 increasing their positions, 161 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
597
Holders Change
+90
Holders Change %
+17.75%
% of All Funds
13.32%
Holding in Top 10
52
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+26.83%
% of All Funds
1.16%
New
136
Increased
227
Reduced
161
Closed
38
Calls
$2.97M
Puts
$3.35M
Net Calls
-$381K
Net Calls Change
+$2.53M
Name Holding Trade Value Shares
Change
Shares
Change %
IWC
251
Integrated Wealth Concepts
Massachusetts
$1.75M +$381K +3,492 +28%
TCM
252
Twele Capital Management
Minnesota
$1.74M +$138K +1,268 +9%
FAIM
253
Financial Advocates Investment Management
Washington
$1.71M +$1.21M +11,121 +246%
MAFM
254
Mid Atlantic Financial Management
Pennsylvania
$1.7M +$1.7M +15,629 New
CM
255
Columbus Macro
Pennsylvania
$1.65M +$682K +6,251 +70%
UR
256
USCA RIA
Texas
$1.64M +$359K +3,296 +28%
AAM
257
Autus Asset Management
Arizona
$1.64M -$19.1K -175 -1%
Prudential Financial
258
Prudential Financial
New Jersey
$1.64M +$1.64M +15,012 New
KL
259
KWMG LLC
Kansas
$1.63M -$1.13M -10,336 -41%
PPP
260
Private Portfolio Partners
New Jersey
$1.63M +$1.63M +14,899 New
TC
261
Telemus Capital
Michigan
$1.6M +$142K +1,300 +10%
Millennium Management
262
Millennium Management
New York
$1.58M -$3.06M -28,025 -66%
TI
263
Truepoint Inc
Ohio
$1.57M +$667K +6,119 +74%
AWM
264
Apollon Wealth Management
South Carolina
$1.51M +$1.51M +13,775 New
CWM
265
Confluence Wealth Management
Oregon
$1.49M +$82.7K +758 +6%
First Trust Advisors
266
First Trust Advisors
Illinois
$1.47M -$21.9K -201 -1%
BCM
267
BTC Capital Management
Iowa
$1.46M -$38.4K -352 -3%
CPP
268
Crow Point Partners
Massachusetts
$1.45M +$713K +6,540 +97%
ZF
269
Zhang Financial
Michigan
$1.43M +$4.91K +45 +0.3%
RMA
270
Roffman Miller Associates
Pennsylvania
$1.42M +$373K +3,423 +36%
FA
271
FC Advisory
Pennsylvania
$1.42M -$565K -5,183 -28%
PFO
272
Pathstone Family Office
New Jersey
$1.42M +$1.42M +12,977 New
FC
273
FCA Corp
Texas
$1.41M +$2.18K +20 +0.2%
PGFC
274
Peapack-Gladstone Financial Corp
New Jersey
$1.4M -$206K -1,886 -13%
VA
275
Valmark Advisers
Ohio
$1.4M -$59.3K -544 -4%