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iShares National Muni Bond ETF

289 hedge funds and large institutions have $2.57B invested in iShares National Muni Bond ETF in 2014 Q4 according to their latest regulatory filings, with 62 funds opening new positions, 117 increasing their positions, 73 reducing their positions, and 10 closing their positions.

Holders
289
Holders Change
+49
Holders Change %
+20.42%
% of All Funds
7.71%
Holding in Top 10
18
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+38.46%
% of All Funds
0.48%
New
62
Increased
117
Reduced
73
Closed
10
Calls
$1.38M
Puts
$18.2M
Net Calls
-$16.8M
Net Calls Change
+$40.7M
Name Market Value Shares Shares
Change
Shares
Change %
PWM
201
Perigon Wealth Management
California
$470K 4,261 +244 +6%
NC
202
NewSquare Capital
Pennsylvania
$462K 4,184 -2,326 -36%
AB
203
AT Bancorp
Iowa
$447K 4,055 +850 +27%
MCTIC
204
MacGuire Cheswick & Tuttle Investment Counsel
Connecticut
BSWMG
205
Barrington Strategic Wealth Management Group
Illinois
$441K 4,000 +4,000 New
KL
206
KWMG LLC
Kansas
$432K 3,902 +3,902 New
JCM
207
Jag Capital Management
Missouri
$429K 3,885 +3,885 New
AIA
208
Alerus Investment Advisors
Minnesota
$427K 3,874
KA
209
Klingman & Associates
New York
$396K 3,597 +3,597 New
BSW
210
Buckingham Strategic Wealth
Missouri
$390K 3,533 +616 +21%
MBT
211
Monroe Bank & Trust
Michigan
$389K 3,525 +1,500 +74%
APCM
212
Alaska Permanent Capital Management
Alaska
$388K 3,525 -42,844 -92%
IH
213
IFC Holdings
Florida
$385K 3,500
DC
214
Davenport & Co
Virginia
$371K 3,365 +1,000 +42%
UBWV
215
United Bank (West Virginia)
West Virginia
$371K 3,358 -629 -16%
BA
216
Boston Advisors
Massachusetts
$364K 3,300 +500 +18%
BAM
217
Berkshire Asset Management
Pennsylvania
$359K 3,250 -500 -13%
TFCP
218
Twin Focus Capital Partners
Massachusetts
$351K 3,183
BHWM
219
Bar Harbor Wealth Management
New Hampshire
$349K 3,162 -135 -4%
WP
220
WMS Partners
Maryland
$347K 3,144
1GA
221
1st Global Advisors
Texas
$337K 3,054 +800 +35%
CWM
222
Concert Wealth Management
California
$335K 3,036 +3,036 New
CPO
223
Cerity Partners OCIO
New York
$330K 2,993 +11 +0.4%
FA
224
FCG Advisors
New Jersey
$328K 2,973 +2,973 New
PWMAG
225
Pinnacle Wealth Management Advisory Group
New Jersey
$323K 2,925 +2,925 New