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iShares National Muni Bond ETF

506 hedge funds and large institutions have $7.09B invested in iShares National Muni Bond ETF in 2018 Q2 according to their latest regulatory filings, with 45 funds opening new positions, 175 increasing their positions, 205 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
506
Holders Change
+2
Holders Change %
+0.4%
% of All Funds
11.6%
Holding in Top 10
34
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-8.11%
% of All Funds
0.78%
New
45
Increased
175
Reduced
205
Closed
33
Calls
$883K
Puts
$4.06M
Net Calls
-$3.17M
Net Calls Change
-$1.81M
Name Holding Trade Value Shares
Change
Shares
Change %
Janney Montgomery Scott
176
Janney Montgomery Scott
Pennsylvania
$2.29M +$175K +1,605 +8%
G
177
GenTrust
Florida
$2.27M -$189K -1,730 -8%
WP
178
WealthShield Partners
North Carolina
$2.24M +$104K +956 +5%
MWM
179
Merriman Wealth Management
Washington
$2.2M -$1.34M -12,259 -38%
OIA
180
OneDigital Investment Advisors
Kansas
$2.19M +$97.8K +897 +5%
HSA
181
HBK Sorce Advisory
Pennsylvania
$2.19M -$41.5K -381 -2%
FCBT
182
First Citizens Bank & Trust
North Carolina
$2.16M -$298K -2,731 -12%
SCG
183
Sonata Capital Group
Washington
$2.16M -$40.9K -375 -2%
SBH
184
Segall Bryant & Hamill
Illinois
$2.15M +$2.15M +19,672 New
PAG
185
Pinnacle Advisory Group
Maryland
$2.13M -$202K -1,853 -9%
VA
186
Valmark Advisers
Ohio
$2.05M -$93K -853 -4%
FA
187
FC Advisory
Pennsylvania
$1.93M -$302K -2,773 -14%
QAM
188
Q3 Asset Management
Michigan
$1.91M -$2.29M -21,007 -54%
Citigroup
189
Citigroup
New York
$1.89M +$140K +1,282 +8%
SA
190
Sunesis Advisors
Kansas
$1.88M +$1.88M +17,257 New
Wealth Enhancement Advisory Services
191
Wealth Enhancement Advisory Services
Minnesota
$1.88M +$11.3K +104 +0.6%
CJA
192
C-J Advisory
California
$1.87M -$11.1K -102 -0.6%
Bessemer Group
193
Bessemer Group
New Jersey
$1.87M -$405K -3,713 -18%
JSA
194
Jacobson & Schmitt Advisors
Wisconsin
$1.82M -$738K -6,764 -29%
FFA
195
Fragasso Financial Advisors
Pennsylvania
$1.81M +$40.8K +374 +2%
PAMG
196
Patton Albertson Miller Group
Tennessee
$1.81M -$1.73M -15,840 -49%
ST
197
Spinnaker Trust
Maine
$1.8M
SE
198
Summit Equities
New Jersey
$1.8M +$168K +1,541 +10%
WCM
199
Wealthcare Capital Management
Virginia
$1.78M -$82.6K -757 -4%
GIM
200
Greenwich Investment Management
Connecticut
$1.75M +$1.01M +9,279 +136%