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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 %
EC
51
Estate Counselors
Wisconsin
$16.2M +$36.2K +335 +0.2%
FTUS
52
Flow Traders U.S.
New York
$13.6M +$13.6M +125,563 New
CWM
53
Cahaba Wealth Management
Georgia
$13.3M +$1.42M +13,161 +12%
HighTower Advisors
54
HighTower Advisors
Illinois
$13M +$649K +6,014 +5%
Deutsche Bank
55
Deutsche Bank
Germany
$13M -$25.3K -234 -0.2%
PAG
56
Private Advisor Group
New Jersey
$12.7M +$7.88M +73,004 +164%
William Blair & Company
57
William Blair & Company
Illinois
$12.5M +$8.76M +81,138 +234%
CWM
58
Cornerstone Wealth Management
Missouri
$12.3M -$8.72M -965,822 -41%
RFC
59
Regions Financial Corp
Alabama
$12.3M -$2.31M -21,381 -16%
LYV
60
Live Your Vision
Pennsylvania
$11.9M +$641K +5,936 +6%
LTFS
61
Ladenburg Thalmann Financial Services
Florida
$11.6M -$672K -6,223 -5%
BA
62
Boston Advisors
Massachusetts
$11.3M +$193K +1,784 +2%
3AM
63
3D Asset Management
Connecticut
$11M +$387K +3,584 +4%
AL
64
Aspiriant LLC
California
$10.9M -$4.7M -43,514 -30%
OIWM
65
OptiFour Integrated Wealth Management
Virginia
$10.9M +$1.17M +10,853 +12%
TCM
66
Towercrest Capital Management
Pennsylvania
$10.1M +$217K +2,011 +2%
Stifel Financial
67
Stifel Financial
Missouri
$9.98M -$52.5K -487 -0.5%
BWM
68
Bernicke Wealth Management
Wisconsin
$9.86M +$318K +2,944 +3%
Truist Financial
69
Truist Financial
North Carolina
$9.48M +$2.14M +19,809 +29%
PS
70
Portfolio Solutions
Michigan
$9.04M -$9.31M -86,439 -51%
BFG
71
Barber Financial Group
Kansas
$8.41M +$386K +3,578 +5%
CISOA
72
Capital Investment Services of America
Wisconsin
$8.36M -$43.2K -400 -0.5%
WRF
73
Waddell & Reed Financial
Kansas
$8.3M +$8.3M +76,900 New
Bank of Montreal
74
Bank of Montreal
Ontario, Canada
$8.27M -$587K -5,440 -7%
Fifth Third Bancorp
75
Fifth Third Bancorp
Ohio
$8.25M -$129K -1,199 -2%