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iShares National Muni Bond ETF

597 hedge funds and large institutions have $8.76B invested in iShares National Muni Bond ETF in 2018 Q4 according to their latest regulatory filings, with 136 funds opening new positions, 227 increasing their positions, 161 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
597
Holders Change
+90
Holders Change %
+17.75%
% of All Funds
13.32%
Holding in Top 10
52
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+26.83%
% of All Funds
1.16%
New
136
Increased
227
Reduced
161
Closed
38
Calls
$2.97M
Puts
$3.35M
Net Calls
-$381K
Net Calls Change
+$2.53M
Name Holding Trade Value Shares
Change
Shares
Change %
PCM
376
Pointe Capital Management
Michigan
$679K -$20.2K -185 -3%
BRWA
377
B. Riley Wealth Advisors
Florida
$668K -$50.1K -459 -7%
NWM
378
Northwest Wealth Management
Iowa
$667K
TL
379
TrueWealth LLC
Georgia
$659K
FNT
380
First National Trust
Pennsylvania
$659K +$411K +3,772 +166%
PSUF
381
People's United Financial
Connecticut
$656K +$40.5K +371 +7%
NEAM
382
New England Asset Management
Connecticut
$654K
TIM
383
Tortoise Investment Management
New York
$650K -$155K -1,425 -19%
EPM
384
Elm Partners Management
Pennsylvania
$649K +$649K +5,960 New
AFP
385
Ausdal Financial Partners
Iowa
$639K -$385K -3,531 -38%
Cetera Investment Advisers
386
Cetera Investment Advisers
Illinois
$639K -$254K -2,325 -28%
CT
387
Cambridge Trust
Massachusetts
$625K
TAM
388
Todd Asset Management
Kentucky
$624K +$101K +930 +19%
BC
389
Brio Consultants
California
$623K +$623K +5,718 New
EAM
390
Evanson Asset Management
California
$611K
CAM
391
Cresset Asset Management
Illinois
$611K +$611K +5,603 New
AF
392
Advisornet Financial
Minnesota
$606K +$74.2K +680 +14%
ECM
393
Exchange Capital Management
Michigan
$602K +$61K +560 +11%
DBRC
394
D.B. Root & Company
Pennsylvania
$584K +$229K +2,099 +65%
CCA
395
Checchi Capital Advisers
California
$582K +$255K +2,336 +78%
NAM
396
NTV Asset Management
West Virginia
$578K
EWA
397
ERTS Wealth Advisors
Michigan
$578K +$578K +5,300 New
PP
398
Palladium Partners
Virginia
$573K -$80.7K -740 -12%
WP
399
WMS Partners
Maryland
$571K
ACS
400
Archford Capital Strategies
Illinois
$565K