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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 %
TWA
551
TCI Wealth Advisors
Arizona
$126K -$874 -8 -0.7%
MFW
552
Mosaic Family Wealth
Missouri
$123K -$109 -1 -0.1%
FC
553
Ferris Capital
Massachusetts
$117K
CCM
554
Cribstone Capital Management
Maine
$116K
MSA
555
Marino Stram & Associates
Massachusetts
$115K +$115K +1,058 New
CA
556
Claro Advisors
Massachusetts
$114K +$114K +1,055 New
PMFA
557
Plante Moran Financial Advisors
Michigan
$113K +$113K +1,035 New
FA
558
Fortis Advisors
Pennsylvania
$111K +$871 +8 +0.8%
1IA
559
1834 Investment Advisors
Wisconsin
$109K
EWM
560
Executive Wealth Management
Michigan
$90K +$90K +822 New
WAM
561
Watermark Asset Management
California
$90K +$90K +823 New
WCM
562
WealthBridge Capital Management
Ohio
$89K +$89K +814 New
SAM
563
Shamrock Asset Management
Texas
$87K
NSB
564
Norway Savings Bank
Maine
$87K
TSW
565
Thompson Siegel & Walmsley
Virginia
$87K +$51.9K +475 +148%
JWM
566
Janiczek Wealth Management
Colorado
$79K
RAM
567
Riggs Asset Management
Pennsylvania
$79K
CTB
568
Country Trust Bank
Illinois
$79K +$79K +725 New
DWM
569
Doyle Wealth Management
Florida
$74K +$74K +675 New
CBT
570
Capital Bank & Trust
California
$71K +$71K +649 New
HI
571
Hudock Inc
Pennsylvania
$59K +$38.9K +357 +193%
IFA
572
Interactive Financial Advisors
Illinois
$55K -$15.1K -139 -22%
LNB
573
Ledyard National Bank
$55K
DWM
574
Destination Wealth Management
California
$48K
AWMS
575
Advocacy Wealth Management Services
Georgia
$48K