MUB icon

iShares National Muni Bond ETF
MUB

Overview Fund Activity

597 hedge funds and large institutions have $8.76B invested in iShares National Muni Bond ETF in 2018 Q4 according to their latest regulatory filings, with 136 funds opening new positions, 227 increasing their positions, 161 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
597
Holders Change
+90
Holders Change %
+17.75%
% of All Funds
13.32%
Holding in Top 10
52
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+26.83%
% of All Funds
1.16%
New
136
Increased
227
Reduced
161
Closed
38
Calls
$2.97M
Puts
$3.35M
Net Calls
-$381K
Net Calls Change
+$2.53M

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$812M
2
OWM
Orgel Wealth Management
Wisconsin
+$149M
3
Creative Planning
Creative Planning
Kansas
+$134M
4
Bank of New York Mellon
Bank of New York Mellon
New York
+$113M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$100M

Top Sellers

1
BlackRock
BlackRock
New York
-$279M
2
CWM
Cornerstone Wealth Management
Missouri
-$147M
3
UBS Group
UBS Group
Switzerland
-$89.3M
4
RWP
RWA Wealth Partners
Massachusetts
-$64.5M
5
FTIOP
Fiduciary Trust International of Pennsylvania
Pennsylvania
-$48.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
SP
226
SWS Partners
Ohio
$2M +$776K +7,117 +64%
FT
227
Fiduciary Trust
Massachusetts
$1.99M +$981K +9,002 +97%
CWM
228
Cornerstone Wealth Management
Missouri
$1.99M -$147M -1,346,810 -99%
BOTW
229
Bank of the West
California
$1.97M +$780K +7,153 +66%
DP
230
Denver PWM
Colorado
$1.97M +$361K +3,302 +23%
Citigroup
231
Citigroup
New York
$1.95M +$82.5K +757 +4%
PCG
232
Private Capital Group
Connecticut
$1.95M +$1.57M +14,432 +423%
Wealth Enhancement Advisory Services
233
Wealth Enhancement Advisory Services
Minnesota
$1.91M +$12.2K +112 +0.6%
Principal Financial Group
234
Principal Financial Group
Iowa
$1.9M +$1.9M +17,398 New
BCP
235
Blue Chip Partners
Michigan
$1.89M -$1.04M -9,515 -35%
NFG
236
Next Financial Group
Texas
$1.89M +$1.84M +16,903 +3,756%
AW
237
Alpha Windward
Massachusetts
$1.89M +$93.7K +859 +5%
CPO
238
Cerity Partners OCIO
New York
$1.89M -$935K -8,581 -33%
PAG
239
Pinnacle Advisory Group
Maryland
$1.89M -$280K -2,573 -13%
CJA
240
C-J Advisory
California
$1.88M +$50.1K +460 +3%
SA
241
Sunesis Advisors
Kansas
$1.88M – – –
HCM
242
Horiko Capital Management
New York
$1.87M +$1.87M +17,100 New
AA
243
Alesco Advisors
New York
$1.84M +$1.84M +16,845 New
MWM
244
Merriman Wealth Management
Washington
$1.82M -$508K -4,663 -22%
EA
245
Evergreen Advisors
Tennessee
$1.81M +$1.81M +16,579 New
ST
246
Spinnaker Trust
Maine
$1.8M – – –
RPGK
247
Retirement Planning Group (Kansas)
Kansas
$1.79M +$1.79M +16,450 New
CG
248
Colony Group
Massachusetts
$1.77M +$539K +4,943 +44%
WP
249
WealthShield Partners
North Carolina
$1.77M -$429K -3,933 -20%
OAM
250
Occidental Asset Management
California
$1.77M – – –
8 9
10
11 12