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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 %
VWA
401
V Wealth Advisors
Kansas
$304K +$304K +2,810 New
CFA
402
Carroll Financial Associates
North Carolina
$302K -$39.4K -365 -12%
MCTIC
403
MacGuire Cheswick & Tuttle Investment Counsel
Connecticut
$302K -$305K
CFGS
404
Concourse Financial Group Securities
Alabama
$300K +$300K +2,776 New
RWMH
405
Riverpoint Wealth Management Holdings
Illinois
$299K +$299K +2,775 New
BCM
406
Boltwood Capital Management
California
$297K +$5.38K +50 +2%
HTC
407
Haverford Trust Company
Pennsylvania
$296K
NPT
408
Nixon Peabody Trust
Massachusetts
$288K
MFT
409
Moisand Fitzgerald Tamayo
Florida
$287K -$3.68K -34 -1%
OWA
410
One Wealth Advisors
California
$281K +$32.7K +303 +13%
CB
411
Chemical Bank
Michigan
$278K
KWM
412
Kingsview Wealth Management
Oregon
$278K
FI
413
FormulaFolio Investments
Michigan
$278K +$10.5K +97 +4%
Carson Wealth (CWM LLC)
414
Carson Wealth (CWM LLC)
Nebraska
$273K +$20.5K +190 +8%
EPP
415
ETF Portfolio Partners
Kansas
$271K +$3.13K +29 +1%
CL
416
CPWM LLC
Washington
$270K
MC
417
Moors & Cabot
Massachusetts
$270K +$40.8K +378 +18%
WCM
418
Windham Capital Management
Massachusetts
$267K
HB
419
Homrich & Berg
Georgia
$267K +$108 +1 +0%
FIA
420
Foundations Investment Advisors
Arizona
$264K -$448K -4,159 -63%
TTWM
421
TCV Trust & Wealth Management
Virginia
$259K +$25.8K +239 +11%
PCA
422
Personal Capital Advisors
California
$253K +$253K +2,347 New
PG
423
Patten Group
Tennessee
$250K -$24.6K -228 -9%
BHWM
424
Bar Harbor Wealth Management
New Hampshire
$250K
CWM
425
CMH Wealth Management
New Hampshire
$249K +$249K +2,310 New