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iShares National Muni Bond ETF

524 hedge funds and large institutions have $6.63B invested in iShares National Muni Bond ETF in 2017 Q4 according to their latest regulatory filings, with 110 funds opening new positions, 232 increasing their positions, 113 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
524
Holders Change
+78
Holders Change %
+17.49%
% of All Funds
11.9%
Holding in Top 10
36
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+12.5%
% of All Funds
0.82%
New
110
Increased
232
Reduced
113
Closed
29
Calls
$233K
Puts
$3.62M
Net Calls
-$3.39M
Net Calls Change
-$327K
Name Holding Trade Value Shares
Change
Shares
Change %
SWP
126
Stratos Wealth Partners
Ohio
$4.18M -$114K -1,033 -3%
Mariner
127
Mariner
Kansas
$4.17M +$1.11M +10,033 +36%
BFO
128
Biltmore Family Office
North Carolina
$4.16M +$4.16M +37,540 New
Comerica Bank
129
Comerica Bank
Texas
$4.15M +$711K +6,471 +21%
William Blair & Company
130
William Blair & Company
Illinois
$4.15M +$55.4K +500 +1%
MML Investors Services
131
MML Investors Services
Massachusetts
$3.95M -$370K -3,338 -9%
CPO
132
Cerity Partners OCIO
New York
$3.85M -$1.29M -11,675 -25%
BSWM
133
Boston Standard Wealth Management
Massachusetts
$3.8M +$389K +3,514 +11%
CCM
134
Colorado Capital Management
Colorado
$3.79M +$88.9K +803 +2%
FCIM
135
Fairview Capital Investment Management
California
$3.78M -$44.3K -400 -1%
FAAS
136
First Allied Advisory Services
California
$3.7M -$520K -4,685 -12%
CIA
137
Capital Investment Advisors
Georgia
$3.64M +$85.6K +773 +2%
PWM
138
Patriot Wealth Management
Texas
$3.5M +$3.5M +31,591 New
KeyBank National Association
139
KeyBank National Association
Ohio
$3.46M +$219K +1,975 +7%
CCP
140
Cardan Capital Partners
Colorado
$3.4M +$65.1K +588 +2%
KFA
141
Kays Financial Advisory
Georgia
$3.36M +$8.08K +73 +0.2%
PA
142
Pinnacle Associates
New York
$3.3M +$861K +7,775 +35%
JFGLC
143
Johnson Financial Group LLC (Colorado)
Colorado
$3.25M +$3.25M +29,364 New
VCM
144
Vigilant Capital Management
Maine
$3.19M +$771K +6,965 +32%
CAPTRUST Financial Advisors
145
CAPTRUST Financial Advisors
North Carolina
$3.12M +$466K +4,209 +18%
IWA
146
Independence Wealth Advisors
Virginia
$3.07M +$3.07M +27,755 New
FCH
147
Freestone Capital Holdings
Washington
$2.97M +$349K +3,155 +13%
CAM
148
Crestone Asset Management
Colorado
$2.92M +$2.52M +22,710 +623%
EFS
149
Edelman Financial Services
Virginia
$2.91M +$160K +1,448 +6%
WCM
150
Wunderlich Capital Managemnt
Tennessee
$2.9M +$49.3K +445 +2%