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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 %
CTA
101
Chesley Taft & Associates
Illinois
$5.97M +$988K +9,150 +20%
EWM
102
Empirical Wealth Management
Washington
$5.76M +$32.6K +302 +0.6%
WP
103
WealthSource Partners
California
$5.75M -$69K -639 -1%
SIM
104
Sigma Investment Management
Oregon
$5.71M -$43.7K -405 -0.8%
BTS
105
BB&T Securities
Virginia
$5.6M +$2.78M +25,774 +99%
Natixis Advisors
106
Natixis Advisors
Massachusetts
$5.5M +$1.09M +10,110 +25%
AG
107
Advisor Group
Arizona
$5.42M +$2.41M +22,340 +80%
Janney Montgomery Scott
108
Janney Montgomery Scott
Pennsylvania
$5.38M +$3.11M +28,842 +137%
BAC
109
Boys Arnold & Co
North Carolina
$5.34M -$25.5K -237 -0.5%
Cambridge Investment Research Advisors
110
Cambridge Investment Research Advisors
Iowa
$5.25M +$574K +5,315 +12%
JWA
111
JFS Wealth Advisors
Pennsylvania
$5.14M -$637K -5,900 -11%
SIM
112
Sadoff Investment Management
Wisconsin
$5.13M -$108K -1,000 -2%
SF
113
Synovus Financial
Georgia
$5.12M +$4.86K +45 +0.1%
FCIM
114
Fairview Capital Investment Management
California
$5.11M -$113K -1,050 -2%
CI
115
CX Institutional
Indiana
$5M -$119K -1,101 -2%
MA
116
MCF Advisors
Kentucky
$5M +$1.52M +14,113 +44%
IA
117
Independence Advisors
Pennsylvania
$4.95M +$226K +2,090 +5%
EWM
118
Endurance Wealth Management
Rhode Island
$4.83M
IA
119
IFP Advisors
Florida
$4.83M +$83.1K +770 +2%
MI
120
Moneywise Inc
Virginia
$4.69M +$70.2K +650 +2%
Millennium Management
121
Millennium Management
New York
$4.59M +$1.55M +14,387 +51%
BFO
122
Biltmore Family Office
North Carolina
$4.56M +$233K +2,155 +5%
BCI
123
Brinker Capital Investments
Pennsylvania
$4.49M -$3.22M -29,827 -42%
SG Americas Securities
124
SG Americas Securities
New York
$4.46M -$465K -4,310 -9%
HW
125
Hancock Whitney
Mississippi
$4.39M +$4.39M +40,676 New