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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 %
Nisa Investment Advisors
26
Nisa Investment Advisors
Missouri
$41.6M -$7.01M -64,945 -14%
TF
27
TIAA FSB
Florida
$41.4M +$18.3M +169,146 +79%
Lazard Asset Management
28
Lazard Asset Management
New York
$39.9M -$40.9M
Bank of New York Mellon
29
Bank of New York Mellon
New York
$37.5M -$3.36M -31,161 -8%
Royal Bank of Canada
30
Royal Bank of Canada
Ontario, Canada
$30.9M -$3.5M -32,406 -10%
MNG
31
Manning & Napier Group
New York
$27.4M -$26.1M
RJA
32
Raymond James & Associates
Florida
$26M +$1.48M +13,675 +6%
USAA
33
United Services Automobile Association
Texas
$25.6M +$1.13M +10,429 +5%
CCM
34
Coldstream Capital Management
Washington
$24.8M +$1.15M +10,621 +5%
AIM
35
Allen Investment Management
New York
$24M -$329K -3,047 -1%
A
36
AdvicePeriod
California
$23.6M +$8.51M +78,807 +56%
WAP
37
Wealthcare Advisory Partners
Pennsylvania
$23.3M +$19.1M +177,345 +455%
AF
38
Allworth Financial
California
$23.2M -$369K -3,418 -2%
HP
39
HT Partners
Connecticut
$23.2M -$70.6K -655 -0.3%
BDF
40
Balasa Dinverno & Foltz
$22.4M +$22.4M +207,820 New
UCFA
41
United Capital Financial Advisors
Texas
$22.4M +$83.3K +772 +0.4%
V
42
Veritable
Delaware
$20.8M +$111K +1,025 +0.5%
AWA
43
Alaska Wealth Advisors
Alaska
$19.8M -$4.71M -43,605 -19%
RMC
44
Regis Management Company
California
$19.7M +$998K +9,247 +5%
SFA
45
Sequoia Financial Advisors
Ohio
$19.6M +$14.9K +138 +0.1%
HNB
46
Huntington National Bank
Ohio
$18.9M -$17.4M
JPMorgan Chase & Co
47
JPMorgan Chase & Co
New York
$18.2M -$422K -3,912 -2%
OCM
48
One Capital Management
California
$17.6M +$1.89M +17,534 +12%
RJFSA
49
Raymond James Financial Services Advisors
Florida
$17.3M -$1.8M -16,667 -9%
BC
50
Brinker Capital
Pennsylvania
$16.3M +$16.3M +151,279 New