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iShares National Muni Bond ETF

436 hedge funds and large institutions have $5.03B invested in iShares National Muni Bond ETF in 2017 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 163 increasing their positions, 171 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

9% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 35

0% less funds holding

Funds holding: 437436 (-1)

4% less capital invested

Capital invested by funds: $5.22B → $5.03B (-$193M)

5% less repeat investments, than reductions

Existing positions increased: 163 | Existing positions reduced: 171

1.87% less ownership

Funds ownership: 64.96%63.09% (-1.9%)

18% less call options, than puts

Call options by funds: $1.95M | Put options by funds: $2.37M

26% less funds holding in top 10

Funds holding in top 10: 3929 (-10)

Holders
436
Holders Change
-1
Holders Change %
-0.23%
% of All Funds
10.85%
Holding in Top 10
29
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-25.64%
% of All Funds
0.72%
New
38
Increased
163
Reduced
171
Closed
35
Calls
$1.95M
Puts
$2.37M
Net Calls
-$423K
Net Calls Change
+$8.36M
Name Holding Trade Value Shares
Change
Change in
Stake
CAM
276
Crestone Asset Management
Colorado
$717K
NCMW
277
Northern Capital Management (Wisconsin)
Wisconsin
$714K
MAS
278
Managed Account Services
Florida
$709K +$64.6K +596 +10%
WIM
279
Westside Investment Management
California
$703K +$169K +1,557 +32%
FA
280
FDx Advisors
Illinois
$684K -$294K -2,713 -30%
CAL
281
Capital Advisors Ltd
Ohio
$673K -$6.07K -56 -0.9%
BC
282
Bartlett & Co
Ohio
$666K
SWA
283
Sutton Wealth Advisors
Florida
$655K +$19.6K +181 +3%
GT
284
Glenview Trust
Kentucky
$634K -$16.7K -154 -3%
CS
285
Comerica Securities
Michigan
$629K +$341K +3,149 +120%
WS
286
Wedbush Securities
California
$625K +$229K +2,110 +58%
PSUF
287
People's United Financial
Connecticut
$618K -$141K -1,303 -19%
BFEC
288
Benjamin F. Edwards & Company
Missouri
$616K +$599K +5,523 +4,122%
SFS
289
Sowell Financial Services
Arkansas
$615K -$25.7K -237 -4%
PTC
290
Philadelphia Trust Company
Pennsylvania
$607K -$387K -3,568 -39%
JWS
291
Juncture Wealth Strategies
Arizona
$602K +$11.5K +106 +2%
JIC
292
Johnson Investment Counsel
Ohio
$602K +$599K +5,528 New
FI
293
FormulaFolio Investments
Michigan
$585K -$125K -1,149 -18%
CCMG
294
Clark Capital Management Group
Pennsylvania
$582K +$579K +5,345 New
NWM
295
Northwest Wealth Management
Iowa
$576K -$149K -1,370 -21%
WP
296
WMS Partners
Maryland
$570K
CFA
297
Carroll Financial Associates
North Carolina
$566K -$125K -1,154 -18%
ATC
298
Argent Trust Co
Tennessee
$564K -$110K -1,016 -16%
CFS
299
Commonwealth Financial Services
West Virginia
$549K
CCT
300
Country Club Trust
Missouri
$543K +$540K +4,985 New