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iShares National Muni Bond ETF
MUB

Overview Fund Activity

648 hedge funds and large institutions have $9.49B invested in iShares National Muni Bond ETF in 2019 Q2 according to their latest regulatory filings, with 74 funds opening new positions, 279 increasing their positions, 185 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
648
Holders Change
+32
Holders Change %
+5.19%
% of All Funds
14.1%
Holding in Top 10
52
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+4%
% of All Funds
1.13%
New
74
Increased
279
Reduced
185
Closed
37
Calls
–
Puts
$1.35M
Net Calls
-$1.35M
Net Calls Change
+$1.91M

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$531M
2
Bank of America
2
Bank of America
North Carolina
$1.37B
3
HHGA
3
Halbert Hargrove Global Advisors
California
$52M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$274M
5
Barclays
5
Barclays
United Kingdom
$51.5M

Top Sellers

1
BlackRock
1
BlackRock
New York
$161M
2
Jane Street
2
Jane Street
New York
$380K
3
Lazard Asset Management
3
Lazard Asset Management
New York
$41.7M
4
UBS Group
4
UBS Group
Switzerland
$560M
5
MNG
5
Manning & Napier Group
New York
$26.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
BCP
251
Blue Chip Partners
Michigan
$2.1M -$61.6K -545 -3%
WP
252
WealthShield Partners
North Carolina
$2.1M -$32.5K -287 -2%
NFG
253
Next Financial Group
Texas
$2.09M +$2.09M +18,480 New
PA
254
Pinnacle Associates
New York
$2.07M -$15.2K -134 -0.7%
CPO
255
Cerity Partners OCIO
New York
$2.06M +$89.7K +793 +5%
CA
256
Cumberland Advisors
Florida
$2.05M +$2.05M +18,106 New
MA
257
MCF Advisors
Kentucky
$2.04M -$378K -3,345 -16%
HJA
258
Hugh Johnson Advisors
New York
$2.04M – – –
TCM
259
Twele Capital Management
Minnesota
$2.03M +$44.8K +396 +2%
CJA
260
C-J Advisory
California
$2.02M -$6.33K -56 -0.3%
Wealth Enhancement Advisory Services
261
Wealth Enhancement Advisory Services
Minnesota
$2.01M +$12.5K +110 +0.6%
AAM
262
Autus Asset Management
Arizona
$2.01M +$57.7K +510 +3%
AW
263
Alpha Windward
Massachusetts
$1.97M -$6.81K -60 -0.3%
SA
264
Sunesis Advisors
Kansas
$1.95M – – –
KFA
265
Kays Financial Advisory
Georgia
$1.95M +$12.9K +114 +0.7%
PPP
266
Private Portfolio Partners
New Jersey
$1.95M +$263K +2,325 +16%
SP
267
SWS Partners
Ohio
$1.94M +$1.94M +17,078 New
AWM
268
Apollon Wealth Management
South Carolina
$1.94M +$213K +1,886 +12%
PA
269
Parallel Advisors
California
$1.91M +$204K +1,807 +12%
FPGK
270
Financial Partners Group (Kansas)
Kansas
$1.89M +$762K +6,742 +67%
ST
271
Spinnaker Trust
Maine
$1.87M – – –
QAM
272
Q3 Asset Management
Michigan
$1.86M +$1.86M +34,572 New
OAM
273
Occidental Asset Management
California
$1.86M +$8.48K +75 +0.5%
AA
274
Alesco Advisors
New York
$1.86M +$36.8K +325 +2%
PAG
275
Pinnacle Advisory Group
Maryland
$1.84M -$324K -2,862 -15%
9 10
11
12 13