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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 %
PAG
151
Private Advisor Group
New Jersey
$2.7M -$3.42M -31,424 -56%
DIA
152
Dean Investment Associates
Ohio
$2.68M +$31.6K +290 +1%
IWA
153
Independence Wealth Advisors
Virginia
$2.67M -$350K -3,211 -12%
RIA
154
Regal Investment Advisors
Michigan
$2.67M +$152K +1,394 +6%
CAM
155
Crestone Asset Management
Colorado
$2.67M -$201K -1,847 -7%
EFS
156
Edelman Financial Services
Virginia
$2.66M -$199K -1,826 -7%
WLIM
157
White Lighthouse Investment Management
Massachusetts
$2.64M +$2.94K +27 +0.1%
PCA
158
Personal Capital Advisors
California
$2.63M -$72.8K -668 -3%
CAPTRUST Financial Advisors
159
CAPTRUST Financial Advisors
North Carolina
$2.61M -$458K -4,204 -15%
FBFS
160
First Business Financial Services
Wisconsin
$2.58M +$316K +2,900 +14%
M&T Bank
161
M&T Bank
New York
$2.56M -$12.3K -113 -0.5%
SBL
162
Sargent Bickham Lagudis
Colorado
$2.56M +$19.7K +181 +0.8%
JSA
163
Jacobson & Schmitt Advisors
Wisconsin
$2.55M
CIBC Private Wealth Group
164
CIBC Private Wealth Group
Georgia
$2.49M -$15.9K -146 -0.6%
Kayne Anderson Rudnick Investment Management
165
Kayne Anderson Rudnick Investment Management
California
$2.48M +$164K +1,505 +7%
Millennium Management
166
Millennium Management
New York
$2.46M -$3.59M -32,963 -59%
G
167
GenTrust
Florida
$2.46M +$1.09M +10,000 +80%
FCBT
168
First Citizens Bank & Trust
North Carolina
$2.46M +$79.8K +733 +3%
GRP
169
Global Retirement Partners
California
$2.4M +$358K +3,283 +18%
FWIA
170
Fort Washington Investment Advisors
Ohio
$2.34M -$292K -2,684 -11%
PAG
171
Pinnacle Advisory Group
Maryland
$2.33M -$6.49M -59,614 -74%
LNC
172
Lincoln National Corp
Pennsylvania
$2.31M -$425K -3,903 -16%
CAN
173
Cetera Advisor Networks
California
$2.29M -$354K -3,258 -13%
Bessemer Group
174
Bessemer Group
New Jersey
$2.27M +$1.36M +12,503 +150%
EA
175
Efficient Advisors
Ohio
$2.24M +$75.7K +695 +4%