MUB icon

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 %
EPP
401
ETF Portfolio Partners
Kansas
$317K +$317K +2,907 New
PWM
402
Perigon Wealth Management
California
$311K +$133K +1,217 +74%
FTIOP
403
Fiduciary Trust International of Pennsylvania
Pennsylvania
$309K
MCTIC
404
MacGuire Cheswick & Tuttle Investment Counsel
Connecticut
$305K -$310K
ANB
405
Amarillo National Bank
Texas
$301K
MFT
406
Moisand Fitzgerald Tamayo
Florida
$293K
KWM
407
Kingsview Wealth Management
Oregon
$280K
FI
408
FormulaFolio Investments
Michigan
$277K -$452K -4,149 -62%
PG
409
Patten Group
Tennessee
$277K -$7.3K -67 -3%
SCM
410
Sterneck Capital Management
Missouri
$272K
CL
411
CPWM LLC
Washington
$272K +$272K +2,500 New
WCM
412
Windham Capital Management
Massachusetts
$269K +$269K +2,471 New
SFPM
413
Sensible Financial Planning & Management
Massachusetts
$268K +$109 +1 +0%
TSS
414
Two Sigma Securities
New York
$261K +$261K +2,392 New
Carson Wealth (CWM LLC)
415
Carson Wealth (CWM LLC)
Nebraska
$255K +$81.2K +747 +47%
BHWM
416
Bar Harbor Wealth Management
New Hampshire
$253K -$7.96K -73 -3%
OWA
417
One Wealth Advisors
California
$251K +$189K +1,735 +305%
CCA
418
Checchi Capital Advisers
California
$247K +$1.31K +12 +0.5%
RGIA
419
Rainier Group Investment Advisory
Washington
$245K +$245K +2,248 New
WT
420
Washington Trust
Rhode Island
$243K -$27.3K -250 -10%
KFA
421
Kelleher Financial Advisors
New York
$240K
WF
422
Welch & Forbes
Massachusetts
$240K +$240K +2,200 New
TFCP
423
Twin Focus Capital Partners
Massachusetts
$235K
FC
424
Ferris Capital
Massachusetts
$234K +$234K +2,144 New
CCMG
425
Clark Capital Management Group
Pennsylvania
$227K +$227K +2,080 New