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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 %
WA
376
Winfield Associates
Ohio
$397K +$54K +500 +16%
GBT
377
Grove Bank & Trust
Florida
$394K -$2.81K -26 -0.7%
FHA
378
First Horizon Advisors
Tennessee
$390K -$252K -2,337 -39%
CWM
379
Chesapeake Wealth Management
Virginia
$390K -$37.4K -346 -9%
IA
380
IFG Advisory
Georgia
$387K -$10K -93 -3%
SWM
381
SigFig Wealth Management
California
$379K +$45.7K +423 +14%
VFA
382
Voya Financial Advisors
Connecticut
$376K +$13.2K +122 +4%
APP
383
Avantax Planning Partners
Iowa
$372K +$372K +3,442 New
SFM
384
Signature Financial Management
Virginia
$368K
PCG
385
Private Capital Group
Connecticut
$367K -$94.7K -880 -21%
BS
386
Boenning & Scattergood
Pennsylvania
$365K
PWM
387
Perigon Wealth Management
California
$352K -$2.77M -25,675 -89%
DBRC
388
D.B. Root & Company
Pennsylvania
$351K -$49.7K -461 -12%
FM
389
Foster & Motley
Ohio
$337K +$45.9K +425 +16%
DAS
390
Dynamic Advisor Solutions
Arizona
$335K -$123K -1,139 -27%
SFWA
391
Summit Financial Wealth Advisors
Louisiana
$331K -$110K -1,029 -25%
NEGWA
392
New England Guild Wealth Advisors
Connecticut
$331K -$39.8K -369 -11%
LWA
393
Lenox Wealth Advisors
New York
$331K +$1.94K +18 +0.6%
CCA
394
Checchi Capital Advisers
California
$324K -$108K -1,000 -25%
NIC
395
Northwest Investment Counselors
Oregon
$311K -$16.2K -150 -5%
WPSG
396
Wealth & Pension Services Group
Georgia
$311K +$311K +2,882 New
RA
397
RFG Advisory
Alabama
$309K +$309K +2,862 New
RJT
398
Raymond James Trust
Florida
$308K
MWA
399
MFA Wealth Advisors
Pennsylvania
$307K
AWM
400
Avior Wealth Management
Nebraska
$306K +$11.5K +107 +4%