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iShares National Muni Bond ETF

437 hedge funds and large institutions have $5.22B invested in iShares National Muni Bond ETF in 2016 Q4 according to their latest regulatory filings, with 89 funds opening new positions, 160 increasing their positions, 131 reducing their positions, and 41 closing their positions.

Holders
437
Holders Change
+40
Holders Change %
+10.08%
% of All Funds
10.94%
Holding in Top 10
39
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+30%
% of All Funds
0.98%
New
89
Increased
160
Reduced
131
Closed
41
Calls
$8.17M
Puts
$16.9M
Net Calls
-$8.78M
Net Calls Change
-$8.67M
Name Market Value Shares Shares
Change
Shares
Change %
PWM
101
Perigon Wealth Management
California
$4.71M 43,572 +5,834 +15%
FCIM
102
Fairview Capital Investment Management
California
$4.68M 43,275 +2,300 +6%
JSA
103
Jacobson & Schmitt Advisors
Wisconsin
$4.68M 43,242 +39,593 +1,085%
William Blair & Company
104
William Blair & Company
Illinois
$4.58M 42,295 +14,808 +54%
SCM
105
Sterling Capital Management
North Carolina
$4.31M 39,808 +39,808 New
FWIA
106
Fort Washington Investment Advisors
Ohio
$4.29M 39,692 +39,692 New
TCM
107
Towercrest Capital Management
Pennsylvania
$4.28M 39,520 +2,590 +7%
FAAS
108
First Allied Advisory Services
California
$4.15M 38,399 -10,150 -21%
CCG
109
Chatham Capital Group
Georgia
$4.13M 38,150 +5,250 +16%
AWMG
110
Alliance Wealth Management Group
New Jersey
$4.07M 37,587 -51,382 -58%
RMC
111
Regis Management Company
California
$4.05M 37,406 -69,085 -65%
CIM
112
Confluence Investment Management
Missouri
$4.02M 37,135 +5,959 +19%
OFG
113
Oxford Financial Group
Indiana
$4M 37,011 +37,011 New
Baird Financial Group
114
Baird Financial Group
Wisconsin
$3.99M 36,841 -5,822 -14%
CTA
115
Chesley Taft & Associates
Illinois
$3.89M 35,975 -1,875 -5%
AG
116
Advisor Group
Arizona
$3.86M 35,695 -24,339 -41%
LPL Financial
117
LPL Financial
California
$3.82M 35,300 -335,943 -90%
BAC
118
Boys Arnold & Co
North Carolina
$3.81M 35,186 -11,763 -25%
WCM
119
Wealthcare Capital Management
Virginia
$3.75M 34,673 -85,919 -71%
Janney Montgomery Scott
120
Janney Montgomery Scott
Pennsylvania
$3.74M 34,596 +4,898 +16%
CFMC
121
Curbstone Financial Management Corp
New Hampshire
$3.73M 34,475 -38,475 -53%
EA
122
Efficient Advisors
Ohio
$3.65M 33,730 +1,154 +4%
MFS
123
MSI Financial Services
Massachusetts
$3.49M 32,271 -6,406 -17%
CCM
124
Colorado Capital Management
Colorado
$3.44M 31,813 +3,589 +13%
CIA
125
Capital Investment Advisors
Georgia
$3.44M 31,766 -1,902 -6%