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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 %
CB
376
Chemical Bank
Michigan
$416K +$6K +55 +1%
SMG
377
Smart Money Group
Texas
$416K +$17.8K +163 +4%
BCM
378
Boltwood Capital Management
California
$415K +$10.9K +100 +3%
BAM
379
Berkshire Asset Management
Pennsylvania
$408K -$17.1K -157 -4%
AIP
380
Ameritas Investment Partners
Nebraska
$408K +$12.1K +111 +3%
BA
381
Bristlecone Advisors
Washington
$400K +$400K +3,675 New
AWM
382
Avior Wealth Management
Nebraska
$391K -$987K -9,071 -72%
JWS
383
Juncture Wealth Strategies
Arizona
$385K +$88.3K +810 +30%
CFA
384
Carroll Financial Associates
North Carolina
$382K -$200K -1,837 -34%
PFS
385
Prospera Financial Services
Texas
$376K -$66.3K -611 -15%
D.E. Shaw & Co
386
D.E. Shaw & Co
New York
$376K
APP
387
Avantax Planning Partners
Iowa
$375K -$404K -3,709 -52%
Lido Advisors
388
Lido Advisors
California
$371K -$2.21M -20,335 -86%
WA
389
Winfield Associates
Ohio
$357K -$21.8K -200 -6%
SWM
390
SigFig Wealth Management
California
$357K +$357K +3,273 New
PMG
391
ProVise Management Group
Florida
$350K -$498K -4,569 -59%
BFG
392
Bouchey Financial Group
New York
$344K -$81.8K -750 -19%
ECM
393
Exchange Capital Management
Michigan
$339K -$386K -3,535 -53%
NB
394
Nicolet Bankshares
Wisconsin
$338K
MYIA
395
Mount Yale Investment Advisors
Colorado
$338K +$338K +3,107 New
NIC
396
Northwest Investment Counselors
Oregon
$336K
PWM
397
Paulson Wealth Management
Illinois
$335K -$24.2K -222 -7%
MWA
398
MFA Wealth Advisors
Pennsylvania
$328K -$82.8K -770 -20%
KCM
399
Karp Capital Management
California
$327K -$21.8K -200 -6%
GWM
400
Geneos Wealth Management
Colorado
$320K -$64.7K -595 -17%