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iShares National Muni Bond ETF

442 hedge funds and large institutions have $5.35B invested in iShares National Muni Bond ETF in 2017 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 196 increasing their positions, 142 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
442
Holders Change
+6
Holders Change %
+1.38%
% of All Funds
11.04%
Holding in Top 10
28
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-3.45%
% of All Funds
0.7%
New
40
Increased
196
Reduced
142
Closed
30
Calls
$1.28M
Puts
$4.75M
Net Calls
-$3.47M
Net Calls Change
-$3.05M
Name Holding Trade Value Shares
Change
Shares
Change %
Millennium Management
201
Millennium Management
New York
$1.37M -$1.94M -17,660 -59%
JCM
202
Jacobi Capital Management
Pennsylvania
$1.35M +$2.75K +25 +0.2%
PTC
203
Philadelphia Trust Company
Pennsylvania
$1.35M +$738K +6,705 +120%
TC
204
Trust Company
Kansas
$1.34M +$2.86K +26 +0.2%
FIM
205
Freedom Investment Management
Connecticut
$1.33M +$58.2K +528 +5%
DC
206
Davenport & Co
Virginia
$1.31M +$138K +1,249 +12%
MA
207
MUFG Americas
New York
$1.3M +$123K +1,115 +10%
CWM
208
Cornerstone Wealth Management
Missouri
$1.28M +$258K +2,361 +25%
FC
209
FCA Corp
Texas
$1.26M -$8.81K -80 -0.7%
PFM
210
Phillips Financial Management
Indiana
$1.25M +$1.88K +17 +0.2%
ACP
211
Aveo Capital Partners
Colorado
$1.23M -$1.65K -15 -0.1%
LWAC
212
Laurel Wealth Advisors (California)
California
$1.23M +$11.2K +102 +0.9%
WT
213
Whittier Trust
California
$1.22M +$137K +1,243 +13%
OFG
214
Oxford Financial Group
Indiana
$1.21M
NC
215
NewSquare Capital
Pennsylvania
$1.2M -$371K -3,369 -24%
AWA
216
Arete Wealth Advisors
Illinois
$1.2M +$826K +7,498 +224%
GAMC
217
Garner Asset Management Corp
Texas
$1.19M +$1.19M +10,800 New
BA
218
Boston Advisors
Massachusetts
$1.19M -$836K -7,593 -41%
SIC
219
Sigma Investment Counselors
Michigan
$1.17M -$249K -2,256 -18%
CAN
220
Cetera Advisor Networks
California
$1.17M -$8.61K -78 -0.7%
FANJ
221
Financial Architects (New Jersey)
New Jersey
$1.17M -$10.2M -92,897 -90%
ACS
222
Archford Capital Strategies
Illinois
$1.13M -$203K -1,839 -15%
G
223
GenTrust
Florida
$1.1M +$1.1M +10,000 New
FCBT
224
First Citizens Bank & Trust
North Carolina
$1.09M +$171K +1,555 +19%
HIC
225
Holderness Investments Company
North Carolina
$1.08M +$551 +5 +0.1%