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iShares National Muni Bond ETF

504 hedge funds and large institutions have $6.39B invested in iShares National Muni Bond ETF in 2018 Q1 according to their latest regulatory filings, with 44 funds opening new positions, 204 increasing their positions, 180 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
504
Holders Change
-20
Holders Change %
-3.82%
% of All Funds
11.57%
Holding in Top 10
37
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.78%
% of All Funds
0.85%
New
44
Increased
204
Reduced
180
Closed
60
Calls
$959K
Puts
$2.32M
Net Calls
-$1.36M
Net Calls Change
+$2.03M
Name Holding Trade Value Shares
Change
Shares
Change %
BC
301
Bartlett & Co
Ohio
$784K +$28.3K +260 +4%
SP
302
Successful Portfolios
Florida
$772K +$242K +2,220 +46%
GIM
303
Greenwich Investment Management
Connecticut
$741K +$330K +3,025 +80%
GC
304
Guggenheim Capital
Illinois
$740K -$7.74K -71 -1%
Cetera Investment Advisers
305
Cetera Investment Advisers
Illinois
$739K -$21.4K -196 -3%
CT
306
Cambridge Trust
Massachusetts
$730K
PSUF
307
People's United Financial
Connecticut
$722K
ODG
308
O'Dell Group
Ohio
$719K -$15K -138 -2%
WWM
309
Windsor Wealth Management
Indiana
$719K +$10.2K +94 +1%
SIAP
310
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$716K
NWM
311
Northwest Wealth Management
Iowa
$707K +$169K +1,551 +31%
FAIM
312
Financial Advocates Investment Management
Washington
$692K -$418K -3,841 -38%
NCMW
313
Northern Capital Management (Wisconsin)
Wisconsin
$692K -$21.8K -200 -3%
MFW
314
Mosaic Family Wealth
Missouri
$684K +$26.8K +246 +4%
PCG
315
Private Capital Group
Connecticut
$683K
AIA
316
Allegis Investment Advisors
Idaho
$671K +$449K +4,120 +202%
LFAS
317
Level Four Advisory Services
Texas
$667K +$159K +1,459 +31%
NEAM
318
New England Asset Management
Connecticut
$654K
SWA
319
Sutton Wealth Advisors
Florida
$651K -$34.3K -315 -5%
PCM
320
Pointe Capital Management
Michigan
$650K -$109 -1 -0%
PP
321
Palladium Partners
Virginia
$633K +$189K +1,740 +43%
PWW
322
Pettyjohn Wood & White
Virginia
$626K -$3.59K -33 -0.6%
FNBOO
323
First National Bank of Omaha
Nebraska
$626K
EAM
324
Evanson Asset Management
California
$613K +$109 +1 +0%
BWP
325
BSW Wealth Partners
Colorado
$613K +$62.7K +575 +11%