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iShares National Muni Bond ETF

524 hedge funds and large institutions have $6.63B invested in iShares National Muni Bond ETF in 2017 Q4 according to their latest regulatory filings, with 110 funds opening new positions, 232 increasing their positions, 113 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
524
Holders Change
+78
Holders Change %
+17.49%
% of All Funds
11.9%
Holding in Top 10
36
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+12.5%
% of All Funds
0.82%
New
110
Increased
232
Reduced
113
Closed
29
Calls
$233K
Puts
$3.62M
Net Calls
-$3.39M
Net Calls Change
-$327K
Name Holding Trade Value Shares
Change
Shares
Change %
FCBT
176
First Citizens Bank & Trust
North Carolina
$2.42M +$176K +1,593 +8%
Kayne Anderson Rudnick Investment Management
177
Kayne Anderson Rudnick Investment Management
California
$2.36M +$177K +1,594 +8%
W
178
WealthShield
North Carolina
$2.34M +$2.34M +21,165 New
WP
179
WealthShield Partners
North Carolina
$2.34M +$2.34M +21,165 New
AI
180
Atria Investments
North Carolina
$2.31M -$113K -1,021 -5%
HSA
181
HBK Sorce Advisory
Pennsylvania
$2.3M +$4.21K +38 +0.2%
FBFS
182
First Business Financial Services
Wisconsin
$2.3M -$177K -1,599 -7%
IH
183
IFC Holdings
Florida
$2.27M -$361K -3,263 -14%
Janney Montgomery Scott
184
Janney Montgomery Scott
Pennsylvania
$2.27M +$345K +3,113 +18%
OPWM
185
Oak Point Wealth Management
Michigan
$2.26M +$2.26M +20,337 New
EA
186
Efficient Advisors
Ohio
$2.2M +$97.8K +883 +5%
ST
187
Smithfield Trust
Pennsylvania
$2.19M -$310K -2,802 -12%
DIA
188
Denver Investment Advisors
Colorado
$2.18M
SC
189
Slow Capital
California
$2.18M +$2.18M +19,675 New
SCG
190
Sonata Capital Group
Washington
$2.16M -$292K -2,640 -12%
SFG
191
StrategIQ Financial Group
Indiana
$2.15M +$48.8K +441 +2%
FA
192
FC Advisory
Pennsylvania
$2.1M +$38.6K +349 +2%
KC
193
KHP Capital
Oklahoma
$2.1M +$2.1M +18,948 New
CCP
194
Corient Capital Partners
California
$2.08M +$247K +2,226 +13%
GRP
195
Global Retirement Partners
California
$2.08M +$99K +894 +5%
RCAG
196
Rehmann Capital Advisory Group
Michigan
$2.06M +$106K +957 +5%
CG
197
Colony Group
Massachusetts
$2.05M +$1.02M +9,231 +100%
TC
198
Telemus Capital
Michigan
$1.98M +$1.98M +17,871 New
WCM
199
Wealthcare Capital Management
Virginia
$1.95M -$11.8K -107 -0.6%
PGFC
200
Peapack-Gladstone Financial Corp
New Jersey
$1.94M -$142K -1,286 -7%