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iShares National Muni Bond ETF

507 hedge funds and large institutions have $7.39B invested in iShares National Muni Bond ETF in 2018 Q3 according to their latest regulatory filings, with 45 funds opening new positions, 184 increasing their positions, 191 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
507
Holders Change
+1
Holders Change %
+0.2%
% of All Funds
11.61%
Holding in Top 10
41
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+20.59%
% of All Funds
0.94%
New
45
Increased
184
Reduced
191
Closed
43
Calls
$961K
Puts
$3.88M
Net Calls
-$2.91M
Net Calls Change
+$259K
Name Holding Trade Value Shares
Change
Shares
Change %
AllianceBernstein
201
AllianceBernstein
Tennessee
$1.72M +$13.6K +126 +0.8%
WTC
202
WhitTier Trust Company
Nevada
$1.66M +$180K +1,670 +12%
AAM
203
Autus Asset Management
Arizona
$1.64M -$11.3K -105 -0.7%
RCAG
204
Rehmann Capital Advisory Group
Michigan
$1.64M -$58.6K -543 -3%
WAM
205
Weiss Asset Management
Massachusetts
$1.62M +$1.62M +15,000 New
LRIA
206
Leonard Rickey Investment Advisors
Washington
$1.59M +$1.59M +14,718 New
PGFC
207
Peapack-Gladstone Financial Corp
New Jersey
$1.59M -$14.4K -133 -0.9%
TCM
208
Twele Capital Management
Minnesota
$1.58M -$8.1K -75 -0.5%
FIM
209
Freedom Investment Management
Connecticut
$1.58M -$49.3K -454 -3%
AI
210
Atria Investments
North Carolina
$1.58M -$720K -6,673 -31%
PAMG
211
Patton Albertson Miller Group
Tennessee
$1.57M -$214K -1,991 -12%
DP
212
Denver PWM
Colorado
$1.57M +$1.57M +14,670 New
FTS
213
Fifth Third Securities
Ohio
$1.55M +$1.55M +14,340 New
AWMG
214
Alliance Wealth Management Group
New Jersey
$1.5M +$28.5K +264 +2%
BCM
215
BTC Capital Management
Iowa
$1.49M +$1.49M +13,774 New
First Trust Advisors
216
First Trust Advisors
Illinois
$1.48M +$504K +4,670 +52%
EWA
217
EP Wealth Advisors
California
$1.44M +$1.44M +13,378 New
TC
218
Telemus Capital
Michigan
$1.44M -$256K -2,371 -15%
VA
219
Valmark Advisers
Ohio
$1.44M -$585K -5,423 -29%
LNC
220
Lincoln National Corp
Pennsylvania
$1.43M -$960K -8,896 -40%
BCWM
221
Bartlett & Co Wealth Management
Ohio
$1.42M +$335K +3,100 +31%
BC
222
Bartlett & Co
Ohio
$1.42M +$335K +3,100 +31%
ZF
223
Zhang Financial
Michigan
$1.41M -$149K -1,388 -10%
CWM
224
Confluence Wealth Management
Oregon
$1.39M -$82K -760 -6%
FC
225
FCA Corp
Texas
$1.39M +$14.1K +131 +1%