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iShares National Muni Bond ETF

442 hedge funds and large institutions have $5.35B invested in iShares National Muni Bond ETF in 2017 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 196 increasing their positions, 142 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
442
Holders Change
+6
Holders Change %
+1.38%
% of All Funds
11.04%
Holding in Top 10
28
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-3.45%
% of All Funds
0.7%
New
40
Increased
196
Reduced
142
Closed
30
Calls
$1.28M
Puts
$4.75M
Net Calls
-$3.47M
Net Calls Change
-$3.05M
Name Holding Trade Value Shares
Change
Shares
Change %
FWP
151
FAS Wealth Partners
Kansas
$2.3M +$35.6K +323 +2%
IWA
152
Intercontinental Wealth Advisors
Texas
$2.29M +$2.29M +20,815 New
SIA
153
Starfire Investment Advisers
Michigan
$2.29M +$79K +717 +4%
JWA
154
JFS Wealth Advisors
Pennsylvania
$2.27M -$2.71M -24,592 -54%
NPC
155
National Planning Corporation
California
$2.27M -$419K -3,818 -16%
SBL
156
Sargent Bickham Lagudis
Colorado
$2.19M -$126K -1,145 -5%
Citigroup
157
Citigroup
New York
$2.18M -$783K -7,113 -26%
DIA
158
Denver Investment Advisors
Colorado
$2.18M +$110K +1,000 +5%
Janney Montgomery Scott
159
Janney Montgomery Scott
Pennsylvania
$2.18M -$75.6K -687 -3%
Kayne Anderson Rudnick Investment Management
160
Kayne Anderson Rudnick Investment Management
California
$2.15M +$5.62K +51 +0.3%
TI
161
Truepoint Inc
Ohio
$2.11M +$15.3K +138 +0.7%
AllianceBernstein
162
AllianceBernstein
Tennessee
$2.08M +$6.17K +56 +0.3%
PGFC
163
Peapack-Gladstone Financial Corp
New Jersey
$2.08M -$72.5K -658 -3%
VA
164
Valmark Advisers
Ohio
$2.03M +$316K +2,870 +18%
FA
165
FC Advisory
Pennsylvania
$1.99M +$182K +1,649 +10%
NFP
166
Narus Financial Partners
Utah
$1.99M +$86.7K +787 +5%
DADC
167
D.A. Davidson & Co
Montana
$1.98M -$68.7K -624 -3%
AI
168
Atria Investments
North Carolina
$1.96M +$782K +7,102 +67%
CWM
169
Confluence Wealth Management
Oregon
$1.95M
RCAG
170
Rehmann Capital Advisory Group
Michigan
$1.95M +$14.4K +131 +0.7%
SFG
171
StrategIQ Financial Group
Indiana
$1.95M -$156K -1,416 -7%
WTC
172
WhitTier Trust Company
Nevada
$1.94M +$242K +2,194 +14%
SCG
173
Sonata Capital Group
Washington
$1.94M +$371K +3,371 +24%
ZF
174
Zhang Financial
Michigan
$1.93M +$76.5K +696 +4%
HS
175
Huntington Steele
Pennsylvania
$1.93M -$244K -2,219 -11%