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iShares National Muni Bond ETF

446 hedge funds and large institutions have $6B invested in iShares National Muni Bond ETF in 2017 Q3 according to their latest regulatory filings, with 36 funds opening new positions, 203 increasing their positions, 128 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
446
Holders Change
+4
Holders Change %
+0.9%
% of All Funds
11.14%
Holding in Top 10
32
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+14.29%
% of All Funds
0.8%
New
36
Increased
203
Reduced
128
Closed
27
Calls
$1.11M
Puts
$4.17M
Net Calls
-$3.06M
Net Calls Change
+$409K
Name Holding Trade Value Shares
Change
Shares
Change %
M&T Bank
151
M&T Bank
New York
$2.4M
HSA
152
HBK Sorce Advisory
Pennsylvania
$2.3M -$29.5K -266 -1%
JWA
153
JFS Wealth Advisors
Pennsylvania
$2.3M +$14.6K +132 +0.6%
NFP
154
Narus Financial Partners
Utah
$2.28M +$278K +2,511 +14%
FCBT
155
First Citizens Bank & Trust
North Carolina
$2.24M +$1.15M +10,360 +105%
NPC
156
National Planning Corporation
California
$2.23M -$56.4K -509 -2%
SBL
157
Sargent Bickham Lagudis
Colorado
$2.2M
Kayne Anderson Rudnick Investment Management
158
Kayne Anderson Rudnick Investment Management
California
$2.19M +$25.4K +229 +1%
DIA
159
Denver Investment Advisors
Colorado
$2.18M -$16.6K -150 -0.8%
VA
160
Valmark Advisers
Ohio
$2.16M +$121K +1,094 +6%
CIM
161
Cambria Investment Management
California
$2.11M +$2.11M +19,068 New
SFG
162
StrategIQ Financial Group
Indiana
$2.1M +$144K +1,298 +7%
EA
163
Efficient Advisors
Ohio
$2.1M -$1.7M -15,323 -45%
AllianceBernstein
164
AllianceBernstein
Tennessee
$2.1M +$776 +7 +0%
PGFC
165
Peapack-Gladstone Financial Corp
New Jersey
$2.08M -$9.09K -82 -0.4%
FA
166
FC Advisory
Pennsylvania
$2.07M +$61.2K +552 +3%
SIA
167
Spruce Investment Advisors
Connecticut
$2.04M -$7.24M -65,283 -78%
DADC
168
D.A. Davidson & Co
Montana
$1.99M -$6.65K -60 -0.3%
GRP
169
Global Retirement Partners
California
$1.98M +$193K +1,742 +11%
WCM
170
Wealthcare Capital Management
Virginia
$1.96M +$45.1K +407 +2%
RCAG
171
Rehmann Capital Advisory Group
Michigan
$1.96M -$5.88K -53 -0.3%
WTC
172
WhitTier Trust Company
Nevada
$1.95M +$2.88K +26 +0.1%
ZF
173
Zhang Financial
Michigan
$1.94M -$10.9K -98 -0.6%
HS
174
Huntington Steele
Pennsylvania
$1.93M -$6.87K -62 -0.4%
PWM
175
Perigon Wealth Management
California
$1.93M -$3.03M -27,291 -61%