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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 %
PGWM
451
Parisi Gray Wealth Management
New Jersey
$182K
HFM
452
Hartford Financial Management
Connecticut
$177K +$540 +5 +0.3%
CFD
453
Creative Financial Designs
Indiana
$165K +$1.08K +10 +0.7%
AA
454
Ancora Advisors
Ohio
$151K +$151K +1,398 New
VFA
455
Valeo Financial Advisors
Indiana
$149K -$26.2K -245 -15%
AWM
456
AllSquare Wealth Management
New York
$141K
TFA
457
Toth Financial Advisory
Virginia
$137K -$2.16K -20 -2%
AF
458
Arrow Financial
New York
$126K
TWA
459
TCI Wealth Advisors
Arizona
$125K +$70.2K +652 +128%
HCC
460
Hirtle Callaghan & Co
Pennsylvania
$123K -$24K
MFW
461
Mosaic Family Wealth
Missouri
$121K -$439K -4,112 -78%
FC
462
Ferris Capital
Massachusetts
$116K -$116K -1,072 -50%
CCM
463
Cribstone Capital Management
Maine
$114K
FA
464
Fortis Advisors
Pennsylvania
$109K +$755 +7 +0.7%
1IA
465
1834 Investment Advisors
Wisconsin
$108K
RFA
466
Reilly Financial Advisors
California
$108K +$39.5K +365 +58%
TC
467
Trilogy Capital
California
$107K -$30.3K -281 -22%
ML
468
McAdam LLC
Pennsylvania
$102K +$102K +943 New
MYIA
469
Mount Yale Investment Advisors
Colorado
$92K
BWA
470
BDO Wealth Advisors
Florida
$90K -$57K -526 -39%
FCMT
471
Founders Capital Management (Texas)
Texas
$90K
SAM
472
Shamrock Asset Management
Texas
$86K
NSB
473
Norway Savings Bank
Maine
$86K
MIM
474
Macroview Investment Management
Maryland
$83K +$69.1K +639 +495%
JWM
475
Janiczek Wealth Management
Colorado
$79K