MUB icon

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 %
William Blair & Company
126
William Blair & Company
Illinois
$4.05M -$32.7K -300 -0.8%
BFA
127
Beaumont Financial Advisors
Massachusetts
$3.97M -$4.19M -38,478 -51%
CPO
128
Cerity Partners OCIO
New York
$3.89M +$88.4K +813 +2%
CCM
129
Colorado Capital Management
Colorado
$3.74M +$14.6K +134 +0.4%
WAAG
130
Wealth Alliance Advisory Group
Kansas
$3.74M +$2.71M +24,879 +263%
MML Investors Services
131
MML Investors Services
Massachusetts
$3.66M -$222K -2,036 -6%
CWM
132
Cornerstone Wealth Management
Missouri
$3.57M +$2.49M +22,947 +231%
IWP
133
Icon Wealth Partners
Texas
$3.57M +$2.57M +23,566 +257%
CIA
134
Capital Investment Advisors
Georgia
$3.54M -$40K -367 -1%
PAMG
135
Patton Albertson Miller Group
Tennessee
$3.54M -$1.3M -11,916 -27%
AG
136
Advisor Group
Arizona
$3.53M -$1.48M -13,619 -30%
MWM
137
Merriman Wealth Management
Washington
$3.53M +$3.53M +32,408 New
KFA
138
Kays Financial Advisory
Georgia
$3.34M +$30.6K +281 +0.9%
CCP
139
Cardan Capital Partners
Colorado
$3.18M -$162K -1,483 -5%
FCH
140
Freestone Capital Holdings
Washington
$3.18M +$258K +2,371 +9%
FWP
141
FAS Wealth Partners
Kansas
$3.17M +$320K +2,935 +11%
PA
142
Pinnacle Associates
New York
$3.16M -$86.5K -794 -3%
KeyBank National Association
143
KeyBank National Association
Ohio
$3.08M -$321K -2,949 -9%
PWM
144
Patriot Wealth Management
Texas
$3.07M -$367K -3,369 -11%
BCP
145
Blue Chip Partners
Michigan
$3M +$191K +1,754 +7%
KL
146
KWMG LLC
Kansas
$3M +$369K +3,383 +14%
WCM
147
Wunderlich Capital Managemnt
Tennessee
$2.98M +$121K +1,109 +4%
CIM
148
Cambria Investment Management
California
$2.89M +$135K +1,240 +5%
HWP
149
Hefty Wealth Partners
Indiana
$2.86M +$124K +1,138 +5%
Comerica Bank
150
Comerica Bank
Texas
$2.81M -$1.28M -11,781 -31%