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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 %
RW
351
Rand Wealth
Maryland
$510K
IFA
352
Interactive Financial Advisors
Illinois
$501K +$131K +1,202 +35%
RCA
353
Rowland Carmichael Advisors
Arizona
$499K
UBS AM
354
UBS AM
Illinois
$497K +$306K +2,808 +160%
WCG
355
Wall Capital Group
Arizona
$495K +$1.63K +15 +0.3%
PW
356
Peninsula Wealth
California
$493K +$493K +4,526 New
GWA
357
Guidant Wealth Advisors
Illinois
$492K
BBA
358
BLB&B Advisors
Pennsylvania
$490K
GI
359
Gradient Investments
Minnesota
$490K +$13K +119 +3%
FHA
360
Flagship Harbor Advisors
Massachusetts
$485K -$35.1K -324 -7%
Neuberger Berman Group
361
Neuberger Berman Group
New York
$473K
SFM
362
Signature Financial Management
Virginia
$471K
GC
363
Grimes & Company
Massachusetts
$471K +$130K +1,196 +38%
AF
364
Advisornet Financial
Minnesota
$470K -$627K -5,755 -57%
SWMG
365
Signature Wealth Management Group
Georgia
$461K +$23.5K +216 +5%
CWM
366
Chesapeake Wealth Management
Virginia
$460K +$460K +4,220 New
BFC
367
Blue Fin Capital
Rhode Island
$457K
CCM
368
Covington Capital Management
California
$457K +$74.6K +685 +20%
SSWM
369
Sheets Smith Wealth Management
North Carolina
$455K +$33K +303 +8%
SFWA
370
Summit Financial Wealth Advisors
Louisiana
$450K -$199K -1,825 -31%
CAL
371
Capital Advisors Ltd
Ohio
$434K -$160K -1,466 -27%
CAMG
372
CWA Asset Management Group
Florida
$432K -$42.1K -386 -9%
IA
373
IFG Advisory
Georgia
$430K +$218 +2 +0.1%
LWA
374
Lenox Wealth Advisors
New York
$428K +$59.8K +549 +16%
CCT
375
Country Club Trust
Missouri
$423K +$423K +3,885 New