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iShares National Muni Bond ETF

437 hedge funds and large institutions have $5.22B invested in iShares National Muni Bond ETF in 2016 Q4 according to their latest regulatory filings, with 89 funds opening new positions, 160 increasing their positions, 131 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
437
Holders Change
+40
Holders Change %
+10.08%
% of All Funds
10.94%
Holding in Top 10
39
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+30%
% of All Funds
0.98%
New
89
Increased
160
Reduced
131
Closed
41
Calls
$8.17M
Puts
$16.9M
Net Calls
-$8.78M
Net Calls Change
-$8.67M
Name Holding Trade Value Shares
Change
Shares
Change %
SAM
401
Shamrock Asset Management
Texas
$112K +$56.1K +517 +100%
QCG
402
Quadrant Capital Group
Ohio
$109K
NSB
403
Norway Savings Bank
Maine
$87K +$87K +800 New
RAM
404
Riggs Asset Management
Pennsylvania
$78K
CPA
405
Clear Perspective Advisors
Illinois
$78K +$78K +725 New
IFA
406
Interactive Financial Advisors
Illinois
$71K -$272K -2,524 -79%
ECM
407
Exchange Capital Management
Michigan
$71K +$21.7K +200 +44%
BCA
408
Bray Capital Advisors
Florida
$66K +$66K +675 New
JIC
409
Joel Isaacson & Co
New York
$65K
RWA
410
Ropes Wealth Advisors
Massachusetts
$63K +$63K +580 New
PO
411
Private Ocean
California
$57K +$25.4K +234 +80%
MBT
412
Monroe Bank & Trust
Michigan
$57K +$57K +525 New
CB
413
Community Bank
New York
$54K
CPIG
414
Chicago Partners Investment Group
Illinois
$50K +$50K +462 New
BKA
415
Brick & Kyle Associates
Pennsylvania
$46K
AIM
416
Advantage Investment Management
Iowa
$45K +$6.52K +60 +17%
ClearBridge Investments
417
ClearBridge Investments
New York
$43K
TWA
418
TCI Wealth Advisors
Arizona
$42K +$1.5K +14 +4%
KKAMG
419
Kernodle & Katon Asset Management Group
Arkansas
$41K -$24.4K -223 -37%
HCC
420
Hirtle Callaghan & Co
Pennsylvania
$41K -$58K
Thrivent Financial for Lutherans
421
Thrivent Financial for Lutherans
Minnesota
$37K
EWM
422
Evercore Wealth Management
New York
$29K
KLI
423
Kelman-Lazarov Inc
Tennessee
$27K
MCM
424
McKinley Capital Management
Alaska
$27K
TSW
425
Thompson Siegel & Walmsley
Virginia
$24K