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iShares National Muni Bond ETF

446 hedge funds and large institutions have $6B invested in iShares National Muni Bond ETF in 2017 Q3 according to their latest regulatory filings, with 36 funds opening new positions, 203 increasing their positions, 128 reducing their positions, and 27 closing their positions.

Holders
446
Holders Change
+4
Holders Change %
+0.9%
% of All Funds
11.14%
Holding in Top 10
32
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+14.29%
% of All Funds
0.8%
New
36
Increased
203
Reduced
128
Closed
27
Calls
$1.11M
Puts
$4.17M
Net Calls
-$3.06M
Net Calls Change
+$409K
Name Market Value Shares Shares
Change
Shares
Change %
Bank of America
1
Bank of America
North Carolina
$609M 5,495,667 +746,029 +16%
Betterment LLC
2
Betterment LLC
New York
$609M 5,490,118 +943,908 +21%
UBS Group
3
UBS Group
Switzerland
$510M 4,600,470 +542,030 +13%
W
4
Wealthfront
California
$469M 4,232,988 +341,701 +9%
PNC Financial Services Group
5
PNC Financial Services Group
Pennsylvania
$458M 4,133,733 -15,375 -0.4%
SEI Investments
6
SEI Investments
Pennsylvania
$311M 2,806,258 +856,852 +44%
Wells Fargo
7
Wells Fargo
California
$256M 2,305,145 -89,414 -4%
Morgan Stanley
8
Morgan Stanley
New York
$178M 1,602,940 -78,784 -5%
Northwestern Mutual Wealth Management
9
Northwestern Mutual Wealth Management
Wisconsin
$172M 1,552,338 +98,126 +7%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$154M 1,385,356 +489,245 +55%
BlackRock
11
BlackRock
New York
$139M 1,252,651 +918,060 +274%
Creative Planning
12
Creative Planning
Kansas
$119M 1,069,078 +84,613 +9%
Fidelity Investments
13
Fidelity Investments
Massachusetts
$110M 995,789 +189,866 +24%
US Bancorp
14
US Bancorp
Minnesota
$87.2M 786,232 +15,622 +2%
RWP
15
RWA Wealth Partners
Massachusetts
$78.3M 706,138 -14,403 -2%
Fisher Asset Management
16
Fisher Asset Management
Washington
$72.6M 654,539 +109,596 +20%
CCWA
17
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$70.2M 633,060 +20,143 +3%
Nisa Investment Advisors
18
Nisa Investment Advisors
Missouri
$62M 558,850
Ameriprise
19
Ameriprise
Minnesota
$61.3M 552,732 +30,005 +6%
AIM
20
Allen Investment Management
New York
$54.3M 489,993 -10,367 -2%
Goldman Sachs
21
Goldman Sachs
New York
$50M 450,927 +39,193 +10%
HHGA
22
Halbert Hargrove Global Advisors
California
$48.9M 441,183 -30,847 -7%
AssetMark Inc
23
AssetMark Inc
California
$41.9M 378,088 -43,976 -10%
CAG
24
Crestwood Advisors Group
Massachusetts
$41.6M 375,253 +19,976 +6%
Bank of New York Mellon
25
Bank of New York Mellon
New York
$38.8M 349,688 +45,602 +15%