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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
SIA
301
Spruce Investment Advisors
Connecticut
$529K +$91.1K +840 +21%
AIM
302
Acropolis Investment Management
Missouri
$529K +$140K +1,290 +36%
FHA
303
First Horizon Advisors
Tennessee
$524K -$132K -1,214 -20%
RJT
304
Raymond James Trust
Florida
$522K -$481K -4,441 -48%
SIAP
305
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$520K +$249K +2,294 +93%
TSS
306
Two Sigma Securities
New York
$515K +$512K +4,723 New
LFAS
307
Level Four Advisory Services
Texas
$513K -$124K -1,141 -20%
GWA
308
Guidant Wealth Advisors
Illinois
$510K -$6.29K -58 -1%
BBA
309
BLB&B Advisors
Pennsylvania
$490K
TFA
310
Transamerica Financial Advisors
Florida
$485K -$9K -83 -2%
WCG
311
Wall Capital Group
Arizona
$485K +$483K +4,452 New
HCIA
312
Hochman Cole Investment Advisors
Illinois
$484K
FCC
313
Florin Court Capital
United Kingdom
$479K +$477K +4,400 New
IA
314
Independence Advisors
Pennsylvania
$471K -$150K -1,380 -24%
SFM
315
Signature Financial Management
Virginia
$471K
PA
316
Parallel Advisors
California
$469K +$252K +2,320 +118%
NAM
317
NTV Asset Management
West Virginia
$468K
FHA
318
Flagship Harbor Advisors
Massachusetts
$465K +$14.7K +136 +3%
BFG
319
Bouchey Financial Group
New York
$458K -$249K -2,295 -35%
BFC
320
Blue Fin Capital
Rhode Island
$458K
MWM
321
Meridian Wealth Management
Kentucky
$451K +$449K +4,143 New
ASN
322
Advisory Services Network
Georgia
$446K +$444K +4,093 New
MFT
323
Moisand Fitzgerald Tamayo
Florida
$445K
VFA
324
Voya Financial Advisors
Connecticut
$440K -$554K -5,113 -56%
TWM
325
Tanglewood Wealth Management
Texas
$435K