MUB icon

iShares National Muni Bond ETF
MUB

Overview Fund Activity

872 hedge funds and large institutions have $13.5B invested in iShares National Muni Bond ETF in 2020 Q3 according to their latest regulatory filings, with 86 funds opening new positions, 445 increasing their positions, 211 reducing their positions, and 43 closing their positions.

Holders
872
Holders Change
+32
Holders Change %
+3.81%
% of All Funds
17.64%
Holding in Top 10
90
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+5.88%
% of All Funds
1.82%
New
86
Increased
445
Reduced
211
Closed
43
Calls
$13.4M
Puts
$50.5M
Net Calls
-$37M
Net Calls Change
-$201M

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$1.54B
2
CCFM
2
Clear Creek Financial Management
Washington
$98.6M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$623M
4
Creative Planning
4
Creative Planning
Kansas
$656M
5
Betterment LLC
5
Betterment LLC
New York
$684M

Top Sellers

1
Jane Street
1
Jane Street
New York
$105M
2
Qube Research & Technologies (QRT)
2
Qube Research & Technologies (QRT)
United Kingdom
$84.4M
3
Franklin Resources
3
Franklin Resources
California
$42M
4
Citadel Advisors
4
Citadel Advisors
Florida
$3.3M
5
BRWM
5
B. Riley Wealth Management
Tennessee
$0
Name Market Value Shares Shares
Change 		Shares
Change %
EWA
226
EP Wealth Advisors
California
$4.83M 41,628 +41,628 New
MWM
227
Mattern Wealth Management
Kansas
$4.7M 40,517 +6,835 +20%
FCIM
228
Fairview Capital Investment Management
California
$4.68M 40,375 – –
PFM
229
Phillips Financial Management
Indiana
$4.64M 39,996 -1,375 -3%
WP
230
WealthShield Partners
North Carolina
$4.63M 39,947 +5,940 +17%
LFS
231
Lutz Financial Services
Nebraska
$4.61M 39,766 +45 +0.1%
PSUF
232
People's United Financial
Connecticut
$4.59M 39,627 -574 -1%
JSA
233
Jacobson & Schmitt Advisors
Wisconsin
$4.5M 38,804 -229 -0.6%
WP
234
WealthSource Partners
California
$4.46M 38,475 +1,480 +4%
JIR
235
James Investment Research
Ohio
$4.45M 38,342 -2,525 -6%
SBL
236
Sargent Bickham Lagudis
Colorado
$4.42M 38,100 -55 -0.1%
BSW
237
Buckingham Strategic Wealth
Missouri
$4.39M 37,840 +11,277 +42%
WPW
238
Waldron Private Wealth
Pennsylvania
$4.33M 37,362 +40 +0.1%
PA
239
Parallel Advisors
California
$4.27M 36,871 +9,505 +35%
NFG
240
NewFocus Financial Group
Washington
$4.22M 36,361 -509 -1%
IWP
241
Insight Wealth Partners
Texas
$4.14M 35,707 +35,707 New
CWM
242
Cornerstone Wealth Management
Missouri
$4.06M 34,984 +7,756 +28%
CIBC Private Wealth Group
243
CIBC Private Wealth Group
Georgia
$3.97M 34,311 +6,458 +23%
EFL
244
ERn Financial LLC
Wisconsin
$3.96M 34,142 -671 -2%
FBFS
245
First Business Financial Services
Wisconsin
$3.93M 33,898 +1,042 +3%
COF
246
Capital One Financial
Virginia
$3.92M 33,768 -5,183 -13%
WWM
247
Windsor Wealth Management
Indiana
$3.86M 33,481 +2,255 +7%
KeyBank National Association
248
KeyBank National Association
Ohio
$3.83M 33,064 +1,610 +5%
WFPG
249
Waller Financial Planning Group
Ohio
$3.78M 32,641 +1,568 +5%
RMC
250
Regis Management Company
California
$3.78M 32,604 +2,588 +9%
8 9
10
11 12