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iShares National Muni Bond ETF

524 hedge funds and large institutions have $6.63B invested in iShares National Muni Bond ETF in 2017 Q4 according to their latest regulatory filings, with 110 funds opening new positions, 232 increasing their positions, 113 reducing their positions, and 29 closing their positions.

Holders
524
Holders Change
+78
Holders Change %
+17.49%
% of All Funds
11.9%
Holding in Top 10
36
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+12.5%
% of All Funds
0.82%
New
110
Increased
232
Reduced
113
Closed
29
Calls
$233K
Puts
$3.62M
Net Calls
-$3.39M
Net Calls Change
-$327K
Name Market Value Shares Shares
Change
Shares
Change %
Bank of America
1
Bank of America
North Carolina
$790M 7,130,523 +1,634,856 +30%
Betterment LLC
2
Betterment LLC
New York
$702M 6,334,716 +844,598 +15%
UBS Group
3
UBS Group
Switzerland
$537M 4,844,972 +244,502 +5%
PNC Financial Services Group
4
PNC Financial Services Group
Pennsylvania
$458M 4,136,340 +2,607 +0.1%
W
5
Wealthfront
California
$350M 3,161,490 -1,071,498 -25%
SEI Investments
6
SEI Investments
Pennsylvania
$301M 2,718,406 -87,852 -3%
Wells Fargo
7
Wells Fargo
California
$265M 2,395,812 +90,667 +4%
Morgan Stanley
8
Morgan Stanley
New York
$201M 1,816,789 +213,849 +13%
Northwestern Mutual Wealth Management
9
Northwestern Mutual Wealth Management
Wisconsin
$179M 1,612,598 +60,260 +4%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$157M 1,419,920 +34,564 +2%
Fidelity Investments
11
Fidelity Investments
Massachusetts
$140M 1,267,251 +271,462 +27%
Creative Planning
12
Creative Planning
Kansas
$114M 1,028,252 -40,826 -4%
US Bancorp
13
US Bancorp
Minnesota
$102M 922,705 +136,473 +17%
Fisher Asset Management
14
Fisher Asset Management
Washington
$88M 794,986 +140,447 +21%
JPMorgan Chase & Co
15
JPMorgan Chase & Co
New York
$82.7M 746,829 +620,095 +489%
RWP
16
RWA Wealth Partners
Massachusetts
$76.4M 689,974 -16,164 -2%
CCWA
17
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$73.1M 659,935 +26,875 +4%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$68.7M 620,654 +270,966 +77%
Goldman Sachs
19
Goldman Sachs
New York
$67.7M 611,558 +160,631 +36%
AIM
20
Allen Investment Management
New York
$58.8M 531,178 +41,185 +8%
Ameriprise
21
Ameriprise
Minnesota
$50.9M 459,915 -92,817 -17%
HHGA
22
Halbert Hargrove Global Advisors
California
$50.3M 454,175 +12,992 +3%
MIG
23
Mariner Investment Group
New York
$49.9M 450,533 +450,533 New
Nisa Investment Advisors
24
Nisa Investment Advisors
Missouri
$49.9M 450,250 -108,600 -19%
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$47.6M 430,268 +233,802 +119%