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iShares National Muni Bond ETF

504 hedge funds and large institutions have $6.39B invested in iShares National Muni Bond ETF in 2018 Q1 according to their latest regulatory filings, with 44 funds opening new positions, 204 increasing their positions, 180 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
504
Holders Change
-20
Holders Change %
-3.82%
% of All Funds
11.57%
Holding in Top 10
37
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.78%
% of All Funds
0.85%
New
44
Increased
204
Reduced
180
Closed
60
Calls
$959K
Puts
$2.32M
Net Calls
-$1.36M
Net Calls Change
+$2.03M
Name Holding Trade Value Shares
Change
Shares
Change %
Bank of America
1
Bank of America
North Carolina
$769M -$7.28M -66,868 -0.9%
Betterment LLC
2
Betterment LLC
New York
$706M +$21.6M +199,687 +3%
UBS Group
3
UBS Group
Switzerland
$544M +$16.7M +152,998 +3%
PNC Financial Services Group
4
PNC Financial Services Group
Pennsylvania
$468M +$17.5M +160,872 +4%
SEI Investments
5
SEI Investments
Pennsylvania
$380M +$84.1M +771,841 +28%
Wells Fargo
6
Wells Fargo
California
$270M +$9.15M +84,008 +4%
W
7
Wealthfront
California
$229M -$115M -1,056,380 -33%
Northwestern Mutual Wealth Management
8
Northwestern Mutual Wealth Management
Wisconsin
$181M +$5.42M +49,781 +3%
Morgan Stanley
9
Morgan Stanley
New York
$171M -$26.6M -244,509 -13%
Fidelity Investments
10
Fidelity Investments
Massachusetts
$161M +$23.2M +212,576 +17%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$142M -$11.3M -104,429 -7%
Fisher Asset Management
12
Fisher Asset Management
Washington
$110M +$23M +210,692 +27%
US Bancorp
13
US Bancorp
Minnesota
$103M +$2.6M +23,900 +3%
Creative Planning
14
Creative Planning
Kansas
$92.6M -$19.4M -178,077 -17%
CCWA
15
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$80.5M +$8.64M +79,303 +12%
RWP
16
RWA Wealth Partners
Massachusetts
$72.6M -$2.54M -23,300 -3%
AIM
17
Allen Investment Management
New York
$59.2M +$1.3M +11,896 +2%
Ameriprise
18
Ameriprise
Minnesota
$54.5M +$4.42M +40,649 +9%
HHGA
19
Halbert Hargrove Global Advisors
California
$52.1M +$2.64M +24,208 +5%
MIG
20
Mariner Investment Group
New York
$49.1M
Nisa Investment Advisors
21
Nisa Investment Advisors
Missouri
$49M
CAG
22
Crestwood Advisors Group
Massachusetts
$46.4M +$2.2M +20,206 +5%
AssetMark Inc
23
AssetMark Inc
California
$44.7M +$2.7M +24,776 +6%
Bank of New York Mellon
24
Bank of New York Mellon
New York
$42.4M -$25.2M -231,267 -37%
LPL Financial
25
LPL Financial
California
$39.6M +$2.55M +23,371 +7%