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iShares Short-Term National Muni Bond ETF

209 hedge funds and large institutions have $965M invested in iShares Short-Term National Muni Bond ETF in 2018 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 78 increasing their positions, 68 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
209
Holders Change
-6
Holders Change %
-2.79%
% of All Funds
4.8%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.14%
New
19
Increased
78
Reduced
68
Closed
23
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
PWM
176
Perigon Wealth Management
California
$172K +$157K +1,494 +1,030%
AA
177
AlphaMark Advisors
Kentucky
$128K +$118K +1,125 +1,125%
CDIA
178
Capital Directions Investment Advisors
Georgia
$126K -$1.45M -13,840 -92%
DWM
179
Destination Wealth Management
California
$120K +$120K +1,147 New
CS
180
Credential Securities
$106K +$7.65K +73 +8%
ASN
181
Advisory Services Network
Georgia
$105K -$57.1K -544 -35%
KCPG
182
Kavar Capital Partners Group
Kansas
$105K +$105K +1,000 New
AWM
183
Avior Wealth Management
Nebraska
$98K +$33.7K +320 +52%
MFW
184
Mosaic Family Wealth
Missouri
$97K +$6.11K +58 +7%
AC
185
Avestar Capital
New York
$85K
Carson Wealth (CWM LLC)
186
Carson Wealth (CWM LLC)
Nebraska
$84K +$84K +798 New
TIM
187
Tortoise Investment Management
New York
$76K -$84.4K -800 -53%
CAM
188
Caprin Asset Management
Virginia
$73K -$65.9K -626 -47%
GAM
189
Gemmer Asset Management
California
$69K
FHA
190
First Horizon Advisors
Tennessee
$68K +$207 +2 +0.3%
IIC
191
Integrated Investment Consultants
Michigan
$62K +$62K +594 New
CAL
192
Capital Analysts LLC
Pennsylvania
$60K -$24K -230 -29%
1IA
193
1834 Investment Advisors
Wisconsin
$52K
FMP
194
Financial Management Professionals
Texas
$42K +$42K +400 New
IFA
195
Interactive Financial Advisors
Illinois
$36K -$106 -1 -0.3%
PGWM
196
Parisi Gray Wealth Management
New Jersey
$35K
VNA
197
Valley National Advisers
Pennsylvania
$34K
GRP
198
Global Retirement Partners
California
$31K -$10.3K -100 -25%
Manulife (Manufacturers Life Insurance)
199
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$31K +$4.75K +46 +18%
PG
200
Patten Group
Tennessee
$26K