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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 %
PAM
426
Peak Asset Management
Colorado
$226K -$8.27K -76 -4%
CIC
427
Carnegie Investment Counsel
Ohio
$226K +$226K +2,080 New
IWC
428
Integrated Wealth Concepts
Massachusetts
$226K +$226K +2,082 New
HTC
429
Haverford Trust Company
Pennsylvania
$224K -$185K -1,695 -45%
Edgewood Management
430
Edgewood Management
Connecticut
$218K
BBNB
431
Baker Boyer National Bank
Washington
$218K +$218K +2,000 New
JFA
432
JNBA Financial Advisors
Minnesota
$214K
BMCM
433
Bryn Mawr Capital Management
Pennsylvania
$212K
CIA
434
Choate Investment Advisors
Massachusetts
$212K
FM
435
Foster & Motley
Ohio
$204K -$6.87K -63 -3%
CB
436
Community Bank
New York
$204K
GLA
437
Great Lakes Advisors
Illinois
$202K -$112K -1,025 -36%
AWE
438
Avidian Wealth Enterprises
Texas
$202K
LGWM
439
Litman Gregory Wealth Management
California
$196K +$196K +1,797 New
PGWM
440
Parisi Gray Wealth Management
New Jersey
$183K
IWM
441
IHT Wealth Management
Illinois
$183K
CPA
442
Clear Perspective Advisors
Illinois
$180K
VFA
443
Valeo Financial Advisors
Indiana
$169K
CFD
444
Creative Financial Designs
Indiana
$164K +$45.6K +420 +39%
BWA
445
BDO Wealth Advisors
Florida
$148K +$148K +1,355 New
BFC
446
Bedel Financial Consulting
Indiana
$148K +$148K +1,355 New
AWMS
447
Advocacy Wealth Management Services
Georgia
$143K
AWM
448
AllSquare Wealth Management
New York
$142K
TFA
449
Toth Financial Advisory
Virginia
$140K -$21.4K -197 -13%
OIA
450
Optimum Investment Advisors
Illinois
$140K +$140K +1,287 New