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iShares National Muni Bond ETF

597 hedge funds and large institutions have $8.76B invested in iShares National Muni Bond ETF in 2018 Q4 according to their latest regulatory filings, with 136 funds opening new positions, 227 increasing their positions, 161 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
597
Holders Change
+90
Holders Change %
+17.75%
% of All Funds
13.32%
Holding in Top 10
52
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+26.83%
% of All Funds
1.16%
New
136
Increased
227
Reduced
161
Closed
38
Calls
$2.97M
Puts
$3.35M
Net Calls
-$381K
Net Calls Change
+$2.53M
Name Holding Trade Value Shares
Change
Shares
Change %
CWM
451
Chesapeake Wealth Management
Virginia
$371K -$22.9K -210 -6%
SFM
452
Signature Financial Management
Virginia
$371K
IA
453
IFG Advisory
Georgia
$365K -$25.8K -237 -7%
BS
454
Boenning & Scattergood
Pennsylvania
$365K -$4.26K -39 -1%
MC
455
Moors & Cabot
Massachusetts
$360K +$87.3K +800 +32%
SS
456
Simplicity Solutions
Minnesota
$355K -$7.54M -69,177 -96%
AWM
457
AE Wealth Management
Kansas
$355K -$7.24M -66,416 -95%
EPP
458
ETF Portfolio Partners
Kansas
$349K +$75.4K +691 +28%
HP
459
HT Partners
Connecticut
$343K -$23.1M -211,867 -99%
EW
460
Emerson Wealth
Michigan
$338K +$338K +3,096 New
NB
461
Nicolet Bankshares
Wisconsin
$336K +$85.4K +784 +34%
S
462
SignatureFD
Georgia
$335K +$307K +2,818 +1,109%
NEGWA
463
New England Guild Wealth Advisors
Connecticut
$334K
JWS
464
Juncture Wealth Strategies
Arizona
$331K -$217K -1,990 -40%
SFWA
465
Summit Financial Wealth Advisors
Louisiana
$331K -$7.19K -66 -2%
Carson Wealth (CWM LLC)
466
Carson Wealth (CWM LLC)
Nebraska
$329K +$53.7K +493 +20%
HIC
467
Holderness Investments Company
North Carolina
$322K -$817K -7,497 -72%
VIM
468
Vista Investment Management
Pennsylvania
$321K -$124K -1,141 -28%
IWM
469
IHT Wealth Management
Illinois
$321K +$321K +2,944 New
NIC
470
Northwest Investment Counselors
Oregon
$315K
MWA
471
MFA Wealth Advisors
Pennsylvania
$314K
WPSG
472
Wealth & Pension Services Group
Georgia
$314K
RJT
473
Raymond James Trust
Florida
$311K
VCM
474
Vigilant Capital Management
Maine
$306K -$114K -1,040 -27%
CFA
475
Carroll Financial Associates
North Carolina
$305K