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iShares National Muni Bond ETF

295 hedge funds and large institutions have $2.87B invested in iShares National Muni Bond ETF in 2015 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 134 increasing their positions, 74 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
295
Holders Change
+6
Holders Change %
+2.08%
% of All Funds
7.87%
Holding in Top 10
16
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-11.11%
% of All Funds
0.43%
New
37
Increased
134
Reduced
74
Closed
26
Calls
$2.31M
Puts
$4.31M
Net Calls
-$2M
Net Calls Change
+$14.8M
Name Holding Trade Value Shares
Change
Shares
Change %
GJIC
151
Gamble Jones Investment Counsel
California
$928K +$2.43K +22 +0.3%
BL
152
Balentine LLC
Georgia
$924K +$924K +8,356 New
CFS
153
Commonwealth Financial Services
West Virginia
$903K
MMLI
154
Massachusetts Mutual Life Insurance
Massachusetts
$897K +$897K +8,109 New
EFSCE
155
Enterprise Financial Services Corp (EFSC)
Missouri
$866K +$33.5K +303 +4%
NFG
156
Next Financial Group
Texas
$848K +$111K +1,006 +15%
FC
157
FCA Corp
Texas
$844K +$844K +7,630 New
FFS
158
Founders Financial Securities
Maryland
$832K +$52.4K +474 +7%
BSWM
159
Boston Standard Wealth Management
Massachusetts
$827K +$24.3K +221 +3%
DC
160
Davenport & Co
Virginia
$807K +$435K +3,935 +117%
CBU
161
CIBC Bank USA
Illinois
$783K +$55.3K +500 +8%
HT
162
HighTower Trust
Texas
$780K -$347K -3,142 -31%
CA
163
Cetera Advisors
Colorado
$754K -$442 -4 -0.1%
CTB
164
Country Trust Bank
Illinois
$745K -$51.9K -469 -7%
WA
165
Winfield Associates
Ohio
$742K +$111K +1,000 +18%
AF
166
Allworth Financial
California
$734K +$423K +3,822 +136%
PMG
167
ProVise Management Group
Florida
$717K -$82.4K -745 -10%
EB
168
Eastern Bank
Massachusetts
$715K -$102K -924 -12%
CAN
169
Cetera Advisor Networks
California
$714K -$416K -3,764 -37%
WTC
170
WhitTier Trust Company
Nevada
$714K
PFS
171
Prospera Financial Services
Texas
$711K +$2.54K +23 +0.4%
PWMAG
172
Pinnacle Wealth Management Advisory Group
New Jersey
$700K +$377K +3,405 +116%
SPC
173
Sigma Planning Corp
Michigan
$699K +$94.7K +856 +16%
UBS AM
174
UBS AM
Illinois
$684K -$749K
FC
175
Financial Consulate
Maryland
$672K -$86.2K -779 -11%