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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 %
MWC
251
MBM Wealth Consultants
Missouri
$2.38M +$73.5K +644 +3%
NC
252
NewSquare Capital
Pennsylvania
$2.35M -$24.5K -215 -1%
SFS
253
Sowell Financial Services
Arkansas
$2.32M +$2.32M +20,295 New
WP
254
WealthShield Partners
North Carolina
$2.29M +$171K +1,503 +8%
RPGK
255
Retirement Planning Group (Kansas)
Kansas
$2.29M +$118K +1,032 +5%
AI
256
Atria Investments
North Carolina
$2.23M -$38.4K -337 -2%
PA
257
Pinnacle Associates
New York
$2.22M +$135K +1,187 +6%
Rockefeller Capital Management
258
Rockefeller Capital Management
New York
$2.2M +$1.19M +10,472 +119%
LWANC
259
Laurel Wealth Advisors (North Carolina)
North Carolina
$2.2M +$706K +6,187 +47%
CPO
260
Cerity Partners OCIO
New York
$2.17M +$92.8K +813 +4%
JFGIW
261
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$2.17M – – –
FWP
262
FAS Wealth Partners
Kansas
$2.15M +$11.1K +97 +0.5%
BCP
263
Blue Chip Partners
Michigan
$2.12M -$2.97K -26 -0.1%
NFG
264
Next Financial Group
Texas
$2.11M +$1.37K +12 +0.1%
CIM
265
Confluence Investment Management
Missouri
$2.1M -$681K -5,971 -24%
DP
266
Denver PWM
Colorado
$2.1M -$29.5K -259 -1%
CIM
267
Cambria Investment Management
California
$2.09M -$38.2K -335 -2%
TCM
268
Twele Capital Management
Minnesota
$2.08M +$35.4K +310 +2%
HSA
269
HBK Sorce Advisory
Pennsylvania
$2.08M -$47.8K -419 -2%
CA
270
Cumberland Advisors
Florida
$2.07M – – –
PPP
271
Private Portfolio Partners
New Jersey
$2.07M +$99.7K +874 +5%
CJA
272
C-J Advisory
California
$2.04M -$4.91K -43 -0.2%
KFA
273
Kays Financial Advisory
Georgia
$2M +$33.6K +294 +2%
AA
274
Alesco Advisors
New York
$1.98M +$106K +930 +6%
EA
275
Evergreen Advisors
Tennessee
$1.97M -$188K -1,647 -9%
9 10
11
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