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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 %
Royal Bank of Canada
26
Royal Bank of Canada
Ontario, Canada
$35.2M -$11.6M -106,831 -25%
Goldman Sachs
27
Goldman Sachs
New York
$31.4M -$35.2M -323,086 -53%
TC
28
Trust Company
Kansas
$31.3M +$31.1M +285,192 +15,739%
Lazard Asset Management
29
Lazard Asset Management
New York
$30.3M -$23.7M
BlackRock
30
BlackRock
New York
$28.7M +$740K +6,795 +3%
MNG
31
Manning & Napier Group
New York
$25.5M -$25.8M
HP
32
HT Partners
Connecticut
$24.7M -$129K -1,184 -0.5%
CCM
33
Coldstream Capital Management
Washington
$24.2M +$2.67M +24,548 +12%
USAA
34
United Services Automobile Association
Texas
$24M +$3.63M +33,288 +18%
UCFA
35
United Capital Financial Advisors
Texas
$23.6M +$1.37M +12,614 +6%
PS
36
Portfolio Solutions
Michigan
$23.4M +$3.96M +36,355 +20%
AWA
37
Alaska Wealth Advisors
Alaska
$22.6M +$1.5M +13,770 +7%
V
38
Veritable
Delaware
$21.3M -$224K -2,060 -1%
SFA
39
Sequoia Financial Advisors
Ohio
$21M +$2.9M +26,652 +16%
Deutsche Bank
40
Deutsche Bank
Germany
$20.8M +$20.8M +191,122 New
RJA
41
Raymond James & Associates
Florida
$19.3M -$1.23M -11,268 -6%
JPMorgan Chase & Co
42
JPMorgan Chase & Co
New York
$17.5M -$63.9M -586,373 -79%
HNB
43
Huntington National Bank
Ohio
$16.4M -$14.9M
RMC
44
Regis Management Company
California
$15.7M +$1.7M +15,567 +12%
SMA
45
Simply Money Advisors
Ohio
$15.2M -$486K -4,466 -3%
OCM
46
One Capital Management
California
$14.6M +$3.78M +34,728 +35%
RFC
47
Regions Financial Corp
Alabama
$14.5M -$2.72M -24,949 -16%
EC
48
Estate Counselors
Wisconsin
$14.5M +$5.24M +48,110 +57%
JIR
49
James Investment Research
Ohio
$14M -$13.1M -119,882 -48%
A
50
AdvicePeriod
California
$13.7M +$1.1M +10,088 +9%