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iShares National Muni Bond ETF

507 hedge funds and large institutions have $7.39B invested in iShares National Muni Bond ETF in 2018 Q3 according to their latest regulatory filings, with 45 funds opening new positions, 184 increasing their positions, 191 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
507
Holders Change
+1
Holders Change %
+0.2%
% of All Funds
11.61%
Holding in Top 10
41
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+20.59%
% of All Funds
0.94%
New
45
Increased
184
Reduced
191
Closed
43
Calls
$961K
Puts
$3.88M
Net Calls
-$2.91M
Net Calls Change
+$259K
Name Holding Trade Value Shares
Change
Shares
Change %
ODG
301
O'Dell Group
Ohio
$767K -$42.2K -391 -5%
GAMC
302
Garner Asset Management Corp
Texas
$766K +$248K +2,300 +48%
SP
303
Successful Portfolios
Florida
$738K +$10.8K +100 +1%
CPP
304
Crow Point Partners
Massachusetts
$730K -$681K -6,309 -48%
CA
305
Continuum Advisory
Idaho
$711K -$457K -4,242 -39%
BRWA
306
B. Riley Wealth Advisors
Florida
$711K +$61.2K +567 +9%
SIAP
307
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$710K
SCC
308
Spring Creek Capital
Kansas
$704K -$83.1K -769 -11%
WWM
309
Windsor Wealth Management
Indiana
$703K -$3.46K -32 -0.5%
TC
310
Trust Company
Kansas
$702K -$64K -593 -8%
SSWM
311
Sheets Smith Wealth Management
North Carolina
$701K +$701K +6,491 New
ALIONA
312
Allianz Life Insurance of North America
Minnesota
$693K +$693K +6,418 New
PCM
313
Pointe Capital Management
Michigan
$692K +$48.6K +450 +8%
MHS
314
M Holdings Securities
Oregon
$683K -$82.5K -764 -11%
IWMA
315
Ironwood Wealth Management (Arizona)
Arizona
$681K -$81.1K -752 -11%
ASN
316
Advisory Services Network
Georgia
$681K -$6.26K -58 -0.9%
CCP
317
Corient Capital Partners
California
$668K
NWM
318
Northwest Wealth Management
Iowa
$660K -$29.9K -277 -4%
LFG
319
LifePlan Financial Group
Ohio
$654K +$3.78K +35 +0.6%
TL
320
TrueWealth LLC
Georgia
$652K -$157K -1,454 -19%
NEAM
321
New England Asset Management
Connecticut
$648K
PP
322
Palladium Partners
Virginia
$647K +$83.4K +773 +15%
SWM
323
SeaCrest Wealth Management
New York
$641K +$641K +5,934 New
ANB
324
Amarillo National Bank
Texas
$635K +$362K +3,358 +133%
RW
325
Rand Wealth
Maryland
$626K -$37.2K -345 -6%