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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 %
RWMH
476
Riverpoint Wealth Management Holdings
Illinois
$305K +$2.62K +24 +0.9%
CWM
477
CMH Wealth Management
New Hampshire
$304K +$52.3K +480 +21%
F
478
F3Logic
Minnesota
$304K +$304K +2,781 New
FM
479
Foster & Motley
Ohio
$302K -$38.6K -354 -11%
BCM
480
Boltwood Capital Management
California
$300K
HTC
481
Haverford Trust Company
Pennsylvania
$299K
WCA
482
Westover Capital Advisors
Delaware
$299K +$54.9K +504 +22%
BWCS
483
Beirne Wealth Consulting Services
Connecticut
$293K +$293K +2,691 New
NPT
484
Nixon Peabody Trust
Massachusetts
$291K
MFT
485
Moisand Fitzgerald Tamayo
Florida
$290K
BHWM
486
Bar Harbor Wealth Management
New Hampshire
$289K +$36K +330 +14%
CWM
487
Connecticut Wealth Management
Connecticut
$286K +$286K +2,624 New
CIC
488
Carnegie Investment Counsel
Ohio
$284K +$284K +2,605 New
GWM
489
Geneos Wealth Management
Colorado
$282K +$38.3K +353 +16%
KWM
490
Kingsview Wealth Management
Oregon
$280K
FI
491
FormulaFolio Investments
Michigan
$278K
ANB
492
Amarillo National Bank
Texas
$276K -$367K -3,358 -57%
MWM
493
Meridian Wealth Management
Kentucky
$276K +$276K +2,531 New
CL
494
CPWM LLC
Washington
$273K
WCM
495
Windham Capital Management
Massachusetts
$269K
PG
496
Patten Group
Tennessee
$267K +$14.2K +130 +6%
SFC
497
SYM Financial Corp
Indiana
$266K +$266K +2,437 New
PB
498
Pinnacle Bancorp
Nebraska
$261K +$261K +2,393 New
WA
499
Winfield Associates
Ohio
$259K -$142K -1,300 -35%
VWA
500
VERITY Wealth Advisors
United States
$258K +$258K +2,370 New