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iShares National Muni Bond ETF

524 hedge funds and large institutions have $6.63B invested in iShares National Muni Bond ETF in 2017 Q4 according to their latest regulatory filings, with 110 funds opening new positions, 232 increasing their positions, 113 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
524
Holders Change
+78
Holders Change %
+17.49%
% of All Funds
11.9%
Holding in Top 10
36
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+12.5%
% of All Funds
0.82%
New
110
Increased
232
Reduced
113
Closed
29
Calls
$233K
Puts
$3.62M
Net Calls
-$3.39M
Net Calls Change
-$327K
Name Holding Trade Value Shares
Change
Shares
Change %
PMG
301
ProVise Management Group
Florida
$861K +$632K +5,710 +276%
FFS
302
Founders Financial Securities
Maryland
$836K +$5.43K +49 +0.7%
HI
303
Horizon Investments
North Carolina
$827K +$5.37K +49 +0.7%
MLM
304
Mount Lucas Management
Pennsylvania
$820K +$7.75K +70 +1%
TL
305
TrueWealth LLC
Georgia
$817K +$817K +7,380 New
FF
306
Fluent Financial
Texas
$817K +$817K +7,401 New
SCP
307
Syntal Capital Partners
Texas
$813K +$813K +7,343 New
APP
308
Avantax Planning Partners
Iowa
$792K +$522K +4,717 +194%
PP
309
PDS Planning
Ohio
$779K +$779K +7,034 New
Cetera Investment Advisers
310
Cetera Investment Advisers
Illinois
$772K -$339K -3,059 -30%
BC
311
Bartlett & Co
Ohio
$769K
GC
312
Guggenheim Capital
Illinois
$760K -$23.7K -214 -3%
LFG
313
LifePlan Financial Group
Ohio
$759K
LPT
314
Legacy Private Trust
Wisconsin
$755K -$775K -6,996 -51%
ODG
315
O'Dell Group
Ohio
$746K +$10.7K +97 +1%
CT
316
Cambridge Trust
Massachusetts
$742K +$108K +971 +17%
FI
317
FormulaFolio Investments
Michigan
$741K +$137K +1,238 +23%
ECM
318
Exchange Capital Management
Michigan
$736K -$40.1K -362 -5%
PSUF
319
People's United Financial
Connecticut
$733K +$733K +6,621 New
SIAP
320
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$728K
NCMW
321
Northern Capital Management (Wisconsin)
Wisconsin
$725K
LA
322
LexAurum Advisors
Kansas
$724K +$724K +6,581 New
WWM
323
Windsor Wealth Management
Indiana
$721K +$721K +6,510 New
AAC
324
Acorn Advisory Capital
New York
$709K +$709K +6,400 New
SWA
325
Sutton Wealth Advisors
Florida
$697K