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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 %
CCG
76
Cypress Capital Group
Florida
$8.23M +$264K +2,420 +3%
MWM
77
Mission Wealth Management
California
$8.13M +$246K +2,254 +3%
BWM
78
Bernicke Wealth Management
Wisconsin
$8.04M +$1.37M +12,584 +21%
SB
79
Suntrust Banks
Georgia
$7.95M -$1.28M -11,728 -14%
AWM
80
AE Wealth Management
Kansas
$7.57M +$380K +3,489 +5%
BCI
81
Brinker Capital Investments
Pennsylvania
$7.38M -$298K -2,737 -4%
BFG
82
Barber Financial Group
Kansas
$7.31M +$1.21M +11,079 +20%
SS
83
Simplicity Solutions
Minnesota
$7.21M +$253K +2,322 +4%
SIM
84
Sigma Investment Management
Oregon
$6.72M -$410K -3,763 -6%
CT
85
CPF Texas
Texas
$6.71M +$38.5K +353 +0.6%
CAL
86
Capital Analysts LLC
Pennsylvania
$6.33M +$387K +3,549 +7%
PCMC
87
Paragon Capital Management (Colorado)
Colorado
$6.27M -$3.43M -31,443 -35%
ACM
88
AUA Capital Management
Pennsylvania
$6.24M +$805K +7,392 +15%
AC
89
Alley Company
Illinois
$6.08M +$562K +5,160 +10%
WP
90
WealthSource Partners
California
$5.89M +$41.8K +384 +0.7%
CCA
91
Clearwater Capital Advisors
Illinois
$5.84M +$617K +5,666 +12%
JWA
92
JFS Wealth Advisors
Pennsylvania
$5.83M
LP
93
LGL Partners
Pennsylvania
$5.69M +$629K +5,779 +12%
Baird Financial Group
94
Baird Financial Group
Wisconsin
$5.61M +$373K +3,422 +7%
SPIA
95
Steward Partners Investment Advisory
New York
$5.58M -$127K -1,169 -2%
SP
96
Symmetry Partners
Connecticut
$5.53M +$987K +9,061 +22%
Jane Street
97
Jane Street
New York
$5.52M +$5.52M +50,705 New
BAC
98
Boys Arnold & Co
North Carolina
$5.44M +$271K +2,509 +5%
AFG
99
Arkansas Financial Group
Arkansas
$5.41M +$689K +6,324 +15%
SIM
100
Sadoff Investment Management
Wisconsin
$5.35M -$128K -1,177 -2%