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iShares National Muni Bond ETF

507 hedge funds and large institutions have $7.39B invested in iShares National Muni Bond ETF in 2018 Q3 according to their latest regulatory filings, with 45 funds opening new positions, 184 increasing their positions, 191 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
507
Holders Change
+1
Holders Change %
+0.2%
% of All Funds
11.61%
Holding in Top 10
41
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+20.59%
% of All Funds
0.94%
New
45
Increased
184
Reduced
191
Closed
43
Calls
$961K
Puts
$3.88M
Net Calls
-$2.91M
Net Calls Change
+$259K
Name Holding Trade Value Shares
Change
Shares
Change %
M&T Bank
151
M&T Bank
New York
$2.86M +$286K +2,654 +11%
KFA
152
Kays Financial Advisory
Georgia
$2.84M -$477K -4,419 -14%
EFS
153
Edelman Financial Services
Virginia
$2.82M -$49.4K -458 -2%
FBFS
154
First Business Financial Services
Wisconsin
$2.82M +$45.2K +419 +2%
Comerica Bank
155
Comerica Bank
Texas
$2.8M +$69.4K +642 +3%
CPO
156
Cerity Partners OCIO
New York
$2.8M -$361K -3,347 -11%
KL
157
KWMG LLC
Kansas
$2.73M +$4.43K +41 +0.2%
RIA
158
Regal Investment Advisors
Michigan
$2.71M +$262K +2,429 +11%
PA
159
Pinnacle Associates
New York
$2.68M -$328K -3,043 -11%
IWA
160
Independence Wealth Advisors
Virginia
$2.68M +$72.6K +673 +3%
CAM
161
Crestone Asset Management
Colorado
$2.65M
DIA
162
Dean Investment Associates
Ohio
$2.61M +$5.07K +47 +0.2%
WLIM
163
White Lighthouse Investment Management
Massachusetts
$2.59M +$97.2K +900 +4%
PWM
164
Patriot Wealth Management
Texas
$2.57M
Kayne Anderson Rudnick Investment Management
165
Kayne Anderson Rudnick Investment Management
California
$2.56M +$135K +1,249 +6%
CIM
166
Cambria Investment Management
California
$2.49M -$292K -2,709 -11%
CIBC Private Wealth Group
167
CIBC Private Wealth Group
Georgia
$2.47M +$432 +4 +0%
OIA
168
OneDigital Investment Advisors
Kansas
$2.46M +$290K +2,686 +13%
SFG
169
StrategIQ Financial Group
Indiana
$2.42M +$86.7K +803 +4%
SPC
170
Salient Private Client
Texas
$2.42M -$437K -4,053 -15%
GRP
171
Global Retirement Partners
California
$2.41M -$17.8K -165 -0.7%
GAB
172
German American Bancorp
Indiana
$2.4M +$118K +1,092 +5%
SCG
173
Sonata Capital Group
Washington
$2.38M +$246K +2,278 +12%
EA
174
Efficient Advisors
Ohio
$2.33M -$53.1K -492 -2%
MWM
175
Merriman Wealth Management
Washington
$2.31M +$132K +1,220 +6%