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iShares National Muni Bond ETF
MUB

Overview Fund Activity

671 hedge funds and large institutions have $10.3B invested in iShares National Muni Bond ETF in 2019 Q3 according to their latest regulatory filings, with 61 funds opening new positions, 316 increasing their positions, 175 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
671
Holders Change
+23
Holders Change %
+3.55%
% of All Funds
14.74%
Holding in Top 10
51
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-1.92%
% of All Funds
1.12%
New
61
Increased
316
Reduced
175
Closed
32
Calls
$331K
Puts
$2.74M
Net Calls
-$2.41M
Net Calls Change
-$1.06M

Top Buyers

1
BlackRock
BlackRock
New York
$454M
2
UBS Group
UBS Group
Switzerland
$667M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$354M
4
Bank of America
Bank of America
North Carolina
$1.44B
5
Financial Engines Advisors
Financial Engines Advisors
California
$47.8M

Top Sellers

1
Wells Fargo
Wells Fargo
California
$396M
2
FI
FormulaFolio Investments
Michigan
$5.12M
3
Lazard Asset Management
Lazard Asset Management
New York
$43.3M
4
MNG
Manning & Napier Group
New York
$26.2M
5
Bank of Montreal
Bank of Montreal
Ontario, Canada
$2.41M
Name Holding Trade Value Shares
Change 		Shares
Change %
IWA
226
Independence Wealth Advisors
Virginia
$2.73M +$188K +1,648 +7%
CWS
227
Cypress Wealth Services
California
$2.73M +$1.38M +12,103 +102%
FBFS
228
First Business Financial Services
Wisconsin
$2.71M -$148K -1,298 -5%
APP
229
Avantax Planning Partners
Iowa
$2.7M -$128K -1,119 -5%
SFG
230
StrategIQ Financial Group
Indiana
$2.68M +$100K +879 +4%
TA
231
Tiedemann Advisors
New York
$2.68M +$18.5K +162 +0.7%
DC
232
Davenport & Co
Virginia
$2.67M -$58.2K -515 -2%
EA
233
Efficient Advisors
Ohio
$2.66M -$106K -929 -4%
VC
234
Vicus Capital
Pennsylvania
$2.66M +$42.5K +372 +2%
MA
235
Mutual Advisors
Nebraska
$2.64M +$503K +4,409 +24%
HCM
236
Hollencrest Capital Management
California
$2.61M – – –
WA
237
Waverly Advisors
Alabama
$2.6M +$9.59K +84 +0.4%
GRP
238
Global Retirement Partners
California
$2.59M +$86.6K +759 +3%
FAIM
239
Financial Advocates Investment Management
Washington
$2.53M +$67.4K +591 +3%
CS
240
Comerica Securities
Michigan
$2.52M +$174K +1,527 +7%
WLIM
241
White Lighthouse Investment Management
Massachusetts
$2.51M +$148K +1,300 +6%
EWA
242
ERTS Wealth Advisors
Michigan
$2.5M +$749K +6,569 +43%
ML
243
McAdam LLC
Pennsylvania
$2.47M +$2.22M +19,473 +882%
SWP
244
Stratos Wealth Partners
Ohio
$2.46M -$997K -8,743 -29%
RFO
245
RiverGlades Family Offices
Florida
$2.43M -$46.8K -410 -2%
Bank of Montreal
246
Bank of Montreal
Ontario, Canada
$2.41M -$24.8M -217,053 -91%
AWMG
247
Alliance Wealth Management Group
New Jersey
$2.41M -$199K -1,748 -8%
VA
248
Valmark Advisers
Ohio
$2.39M +$70.9K +621 +3%
CWM
249
Cornerstone Wealth Management
Missouri
$2.39M -$83.3K -730 -3%
Wealth Enhancement Advisory Services
250
Wealth Enhancement Advisory Services
Minnesota
$2.39M +$364K +3,194 +18%
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