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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
NA
351
Nottingham Advisors
New York
$295K +$10.8K +100 +4%
KWM
352
Kingsview Wealth Management
Oregon
$293K +$292K +2,692 New
WAM
353
Watermark Asset Management
California
$292K +$291K +2,681 New
BHWM
354
Bar Harbor Wealth Management
New Hampshire
$285K -$45.8K -422 -14%
CAMG
355
CWA Asset Management Group
Florida
$285K +$29.6K +273 +12%
PCM
356
Pointe Capital Management
Michigan
$284K -$1.94M -17,916 -87%
CAS
357
Cue Advisory Services
Arizona
$282K
BA
358
Bristlecone Advisors
Washington
$281K
BRWA
359
B. Riley Wealth Advisors
Florida
$276K +$9K +83 +3%
SCM
360
Sterneck Capital Management
Missouri
$272K
SEIA
361
Signature Estate & Investment Advisors
California
$272K +$271K +2,500 New
CWM
362
CMH Wealth Management
New Hampshire
$268K +$13.6K +125 +5%
SFPM
363
Sensible Financial Planning & Management
Massachusetts
$267K +$108 +1 +0%
RA
364
RFG Advisory
Alabama
$262K +$54.2K +500 +26%
ECAM
365
East Coast Asset Management
Massachusetts
$257K
HCA
366
Harbour Capital Advisors
Virginia
$256K
HTC
367
Haverford Trust Company
Pennsylvania
$256K
BL
368
Balentine LLC
Georgia
$254K -$3.25K -30 -1%
TCOV
369
Trust Company of Vermont
Vermont
$249K
NEIRG
370
New England Investment & Retirement Group
Massachusetts
$248K +$46.6K +430 +23%
WB
371
WesBanco Bank
West Virginia
$245K
4IG
372
440 Investment Group
Kansas
$244K +$242K +2,235 New
WT
373
Washington Trust
Rhode Island
$243K
KFA
374
Kelleher Financial Advisors
New York
$240K
LS
375
Lattice Strategies
Pennsylvania
$239K -$3.25K -30 -1%