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iShares National Muni Bond ETF
MUB

Overview Fund Activity

995 hedge funds and large institutions have $15.9B invested in iShares National Muni Bond ETF in 2021 Q1 according to their latest regulatory filings, with 78 funds opening new positions, 506 increasing their positions, 251 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
995
Holders Change
+4
Holders Change %
+0.4%
% of All Funds
17.52%
Holding in Top 10
84
Holding in Top 10 Change
-16
Holding in Top 10 Change %
-16%
% of All Funds
1.48%
New
78
Increased
506
Reduced
251
Closed
68
Calls
$5.37M
Puts
$10.6M
Net Calls
-$5.25M
Net Calls Change
-$1.25M

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$919M
2
Betterment LLC
2
Betterment LLC
New York
$948M
3
Bank of New York Mellon
3
Bank of New York Mellon
New York
$321M
4
TF
4
TIAA FSB
Florida
$276M
5
Morgan Stanley
5
Morgan Stanley
New York
$414M

Top Sellers

1
Qube Research & Technologies (QRT)
1
Qube Research & Technologies (QRT)
United Kingdom
$77.6M
2
GC
2
Grimes & Company
Massachusetts
$0
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$302M
4
SS
4
Simplicity Solutions
Minnesota
$1.06M
5
Lazard Asset Management
5
Lazard Asset Management
New York
$33.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
Kayne Anderson Rudnick Investment Management
226
Kayne Anderson Rudnick Investment Management
California
$5.76M +$576K +4,978 +11%
BFA
227
Beaumont Financial Advisors
Massachusetts
$5.65M +$193K +1,661 +4%
CFS
228
Cannon Financial Strategists
Georgia
$5.62M +$389K +3,352 +7%
ML
229
McAdam LLC
Pennsylvania
$5.53M +$815K +7,025 +17%
SI
230
Stephens Inc
Arkansas
$5.46M +$5.25M +45,253 +2,510%
NW
231
NewEdge Wealth
Pennsylvania
$5.43M +$4.73M +40,795 +683%
OPWM
232
Oakwell Private Wealth Management
Texas
$5.42M +$1.24M +10,666 +30%
PPP
233
Private Portfolio Partners
New Jersey
$5.4M -$172K -1,485 -3%
SIM
234
Sadoff Investment Management
Wisconsin
$5.27M – – –
WFS
235
Weitzel Financial Services
Iowa
$5.22M +$502K +4,310 +11%
WP
236
WealthSource Partners
California
$5.21M -$679K -5,852 -12%
BC
237
Burleson & Co
California
$5.2M -$18.1K -156 -0.3%
WFPG
238
Waller Financial Planning Group
Ohio
$5.16M +$278K +2,394 +6%
NC
239
NewSquare Capital
Pennsylvania
$5.16M +$622K +5,358 +14%
PFM
240
Phillips Financial Management
Indiana
$5.16M +$338K +2,912 +7%
William Blair & Company
241
William Blair & Company
Illinois
$5.15M -$773K -6,661 -13%
FA
242
Fortis Advisors
Pennsylvania
$5.06M +$183K +1,579 +4%
GC
243
Guggenheim Capital
Illinois
$5.05M +$668K +5,760 +15%
CTB
244
Country Trust Bank
Illinois
$5.01M – – –
AWM
245
Apollon Wealth Management
South Carolina
$5.01M +$2.55M +21,957 +103%
EBT
246
Enterprise Bank & Trust
Massachusetts
$5M – – –
NCG
247
Newport Capital Group
New Jersey
$4.94M +$438K +3,777 +10%
EAM
248
Evanson Asset Management
California
$4.94M +$3.08M +26,559 +166%
TI
249
tru Independence
Oregon
$4.93M +$4.93M +42,440 New
SBL
250
Sargent Bickham Lagudis
Colorado
$4.92M +$259K +2,231 +6%
8 9
10
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