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iShares National Muni Bond ETF

295 hedge funds and large institutions have $2.87B invested in iShares National Muni Bond ETF in 2015 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 134 increasing their positions, 74 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
295
Holders Change
+6
Holders Change %
+2.08%
% of All Funds
7.87%
Holding in Top 10
16
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-11.11%
% of All Funds
0.43%
New
37
Increased
134
Reduced
74
Closed
26
Calls
$2.31M
Puts
$4.31M
Net Calls
-$2M
Net Calls Change
+$14.8M
Name Holding Trade Value Shares
Change
Shares
Change %
WP
201
WMS Partners
Maryland
$450K +$102K +925 +29%
MCTIC
202
MacGuire Cheswick & Tuttle Investment Counsel
Connecticut
$445K -$444K
1GA
203
1st Global Advisors
Texas
$445K +$107K +972 +32%
AFG
204
Arkansas Financial Group
Arkansas
$436K -$455K -4,107 -51%
JCM
205
Jag Capital Management
Missouri
$430K
KL
206
KWMG LLC
Kansas
$430K +$4.9K +45 +1%
IFA
207
Interactive Financial Advisors
Illinois
$429K -$1.55M -14,028 -78%
AIA
208
Alerus Investment Advisors
Minnesota
$428K
BSWMG
209
Barrington Strategic Wealth Management Group
Illinois
$404K -$38.7K -350 -9%
KA
210
Klingman & Associates
New York
$398K
BFA
211
Bragg Financial Advisors
North Carolina
$398K +$95.8K +865 +32%
WS
212
Wedbush Securities
California
$394K +$394K +3,560 New
MBT
213
Monroe Bank & Trust
Michigan
$390K
CCM
214
Coldstream Capital Management
Washington
$388K +$388K +3,512 New
IH
215
IFC Holdings
Florida
$387K
VKH
216
Virtu KCG Holdings
New York
$382K +$382K +3,458 New
UBWV
217
United Bank (West Virginia)
West Virginia
$371K
Bessemer Group
218
Bessemer Group
New Jersey
$368K -$2.89M -26,135 -89%
ACM
219
Ashford Capital Management
Delaware
$368K -$204K -1,846 -36%
BA
220
Boston Advisors
Massachusetts
$366K +$554 +5 +0.2%
NAM
221
NTV Asset Management
West Virginia
$364K +$364K +3,300 New
BAM
222
Berkshire Asset Management
Pennsylvania
$359K
CS
223
Comerica Securities
Michigan
$359K +$359K +3,246 New
GWM
224
Gupta Wealth Management
California
$355K +$355K +3,209 New
TFCP
225
Twin Focus Capital Partners
Massachusetts
$352K