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iShares National Muni Bond ETF

442 hedge funds and large institutions have $5.35B invested in iShares National Muni Bond ETF in 2017 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 196 increasing their positions, 142 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
442
Holders Change
+6
Holders Change %
+1.38%
% of All Funds
11.04%
Holding in Top 10
28
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-3.45%
% of All Funds
0.7%
New
40
Increased
196
Reduced
142
Closed
30
Calls
$1.28M
Puts
$4.75M
Net Calls
-$3.47M
Net Calls Change
-$3.05M
Name Holding Trade Value Shares
Change
Shares
Change %
WT
376
Washington Trust
Rhode Island
$245K
KFA
377
Kelleher Financial Advisors
New York
$243K
KA
378
Klingman & Associates
New York
$239K +$7.72K +70 +3%
CWM
379
Concert Wealth Management
California
$235K +$235K +2,138 New
IF
380
Ironwood Financial
Arizona
$234K
HCA
381
Harbour Capital Advisors
Virginia
$231K -$27.5K -250 -11%
PMG
382
ProVise Management Group
Florida
$228K +$22.8K +207 +11%
TFCP
383
Twin Focus Capital Partners
Massachusetts
$227K
HTC
384
Haverford Trust Company
Pennsylvania
$226K -$32.5K -296 -13%
FM
385
Foster & Motley
Ohio
$226K
FTIOP
386
Fiduciary Trust International of Pennsylvania
Pennsylvania
$223K
BWA
387
BDO Wealth Advisors
Florida
$221K +$221K +2,005 New
Edgewood Management
388
Edgewood Management
Connecticut
$220K
JFA
389
JNBA Financial Advisors
Minnesota
$217K -$4.63K -42 -2%
HCIA
390
Hochman Cole Investment Advisors
Illinois
$214K -$275K -2,500 -56%
BMCM
391
Bryn Mawr Capital Management
Pennsylvania
$214K -$94.6K -860 -31%
AWE
392
Avidian Wealth Enterprises
Texas
$204K
AAM
393
Aureus Asset Management
Massachusetts
$201K +$201K +1,825 New
Manulife (Manufacturers Life Insurance)
394
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$195K +$123K +1,115 +171%
UBS AM
395
UBS AM
Illinois
$194K
PSW
396
Portfolio Strategies (Washington)
Washington
$182K +$182K +1,652 New
AC
397
Alexandria Capital
Virginia
$135K +$119K +1,080 +720%
GAM
398
Gemmer Asset Management
California
$128K
FCMT
399
Founders Capital Management (Texas)
Texas
$124K +$5.51K +50 +5%
MLM
400
Mount Lucas Management
Pennsylvania
$124K +$124K +1,126 New