MUB icon

iShares National Muni Bond ETF

442 hedge funds and large institutions have $5.35B invested in iShares National Muni Bond ETF in 2017 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 196 increasing their positions, 142 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
442
Holders Change
+6
Holders Change %
+1.38%
% of All Funds
11.04%
Holding in Top 10
28
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-3.45%
% of All Funds
0.7%
New
40
Increased
196
Reduced
142
Closed
30
Calls
$1.28M
Puts
$4.75M
Net Calls
-$3.47M
Net Calls Change
-$3.05M
Name Holding Trade Value Shares
Change
Shares
Change %
HB
251
Homrich & Berg
Georgia
$857K -$523K -4,748 -38%
ODG
252
O'Dell Group
Ohio
$857K -$334K -3,032 -28%
TNBTD
253
Trustmark National Bank Trust Department
Mississippi
$854K -$99.5K -903 -10%
CCP
254
Corient Capital Partners
California
$849K +$4.96K +45 +0.6%
WIM
255
Westside Investment Management
California
$827K +$118K +1,077 +17%
SI
256
SII Investments
Wisconsin
$826K +$1.87K +17 +0.2%
Bessemer Group
257
Bessemer Group
New Jersey
$826K +$33.8K +307 +4%
CDIA
258
Capital Directions Investment Advisors
Georgia
$812K +$330 +3 +0%
GC
259
Guggenheim Capital
Illinois
$809K -$25.1K -228 -3%
CIAS
260
Capital Investment Advisory Services
North Carolina
$795K -$117K -1,061 -13%
MAS
261
Managed Account Services
Florida
$790K +$73.7K +669 +10%
Cetera Investment Advisers
262
Cetera Investment Advisers
Illinois
$789K -$603K -5,475 -43%
LFG
263
LifePlan Financial Group
Ohio
$789K +$2.09K +19 +0.3%
TIM
264
Tortoise Investment Management
New York
$787K -$2.2K -20 -0.3%
BC
265
Bartlett & Co
Ohio
$781K +$107K +975 +16%
NIA
266
Northstar Investment Advisors
Colorado
$777K
ECM
267
Exchange Capital Management
Michigan
$754K +$682K +6,190 +945%
IPC
268
Independent Portfolio Consultants
Florida
$748K -$427K -3,875 -36%
SAS
269
Sage Advisory Services
Texas
$723K +$723K +6,568 New
NCMW
270
Northern Capital Management (Wisconsin)
Wisconsin
$721K
OC
271
Oppenheimer & Co
New York
$719K -$35.9K -326 -5%
SIAP
272
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$702K +$176K +1,600 +34%
SWA
273
Sutton Wealth Advisors
Florida
$685K +$23K +209 +3%
ASN
274
Advisory Services Network
Georgia
$682K +$231K +2,100 +51%
BL
275
BFSG LLC
California
$679K -$54K -490 -7%