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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 %
GP
201
Girard Partners
Pennsylvania
$1.75M +$151K +1,389 +9%
AW
202
Alpha Windward
Massachusetts
$1.75M +$25.6K +235 +1%
AllianceBernstein
203
AllianceBernstein
Tennessee
$1.72M -$19.1K -175 -1%
TC
204
Telemus Capital
Michigan
$1.72M +$254K +2,325 +17%
RCAG
205
Rehmann Capital Advisory Group
Michigan
$1.71M -$19.3K -177 -1%
AAM
206
Autus Asset Management
Arizona
$1.67M -$30K -275 -2%
CCM
207
Crabel Capital Management
California
$1.67M +$817K +7,492 +96%
OAM
208
Occidental Asset Management
California
$1.66M +$75K +688 +5%
LFS
209
Legacy Financial Strategies
Kansas
$1.64M -$419K -3,845 -20%
FIM
210
Freedom Investment Management
Connecticut
$1.64M +$33.9K +311 +2%
DC
211
Davenport & Co
Virginia
$1.62M -$21K -193 -1%
PGFC
212
Peapack-Gladstone Financial Corp
New Jersey
$1.62M -$121K -1,113 -7%
TCM
213
Twele Capital Management
Minnesota
$1.61M +$54.6K +501 +4%
ZF
214
Zhang Financial
Michigan
$1.57M -$4.57K -42 -0.3%
BFA
215
Bragg Financial Advisors
North Carolina
$1.56M +$326K +2,991 +26%
Manulife (Manufacturers Life Insurance)
216
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.52M +$454K +4,165 +43%
SIA
217
Starfire Investment Advisers
Michigan
$1.5M -$479K -4,391 -24%
WTC
218
WhitTier Trust Company
Nevada
$1.49M +$5.45K +50 +0.4%
CWM
219
Confluence Wealth Management
Oregon
$1.49M +$193K +1,773 +15%
AWMG
220
Alliance Wealth Management Group
New Jersey
$1.48M -$255K -2,341 -15%
EFSCE
221
Enterprise Financial Services Corp (EFSC)
Missouri
$1.47M
FWM
222
FFT Wealth Management
Pennsylvania
$1.46M +$2.07K +19 +0.1%
UR
223
USCA RIA
Texas
$1.45M -$242K -2,215 -14%
AWA
224
Arete Wealth Advisors
Illinois
$1.43M -$234K -2,147 -14%
CPP
225
Crow Point Partners
Massachusetts
$1.43M +$636K +5,837 +81%