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iShares National Muni Bond ETF
MUB

Overview Fund Activity

799 hedge funds and large institutions have $11.2B invested in iShares National Muni Bond ETF in 2019 Q4 according to their latest regulatory filings, with 167 funds opening new positions, 366 increasing their positions, 154 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
799
Holders Change
+128
Holders Change %
+19.08%
% of All Funds
15.78%
Holding in Top 10
65
Holding in Top 10 Change
+14
Holding in Top 10 Change %
+27.45%
% of All Funds
1.28%
New
167
Increased
366
Reduced
154
Closed
30
Calls
$2.02M
Puts
$2.75M
Net Calls
-$730K
Net Calls Change
+$1.68M

Top Buyers

1
Bank of America
Bank of America
North Carolina
$1.55B
2
Betterment LLC
Betterment LLC
New York
$759M
3
BlackRock
BlackRock
New York
$544M
4
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$83.8M
5
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$631M

Top Sellers

1
UBS Group
UBS Group
Switzerland
$594M
2
Barclays
Barclays
United Kingdom
$0
3
Wells Fargo
Wells Fargo
California
$350M
4
Lazard Asset Management
Lazard Asset Management
New York
$38.2M
5
MNG
Manning & Napier Group
New York
$26.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
AFS
251
Aft Forsyth & Sober
Florida
$2.86M +$2.86M +25,100 New
FWP
252
FAS Wealth Partners
Kansas
$2.82M +$675K +5,930 +32%
CWS
253
Cypress Wealth Services
California
$2.8M +$73.6K +646 +3%
CIM
254
Confluence Investment Management
Missouri
$2.76M +$675K +5,971 +32%
FBFS
255
First Business Financial Services
Wisconsin
$2.75M +$49.4K +434 +2%
FNBOSM
256
First National Bank of South Miami
Florida
$2.74M -$118K -1,040 -4%
FPS
257
Fieldpoint Private Securities
Connecticut
$2.73M – – –
WLIM
258
White Lighthouse Investment Management
Massachusetts
$2.73M +$226K +1,980 +9%
BPWA
259
Beacon Pointe Wealth Advisors
California
$2.69M -$181K -1,589 -6%
AWMG
260
Alliance Wealth Management Group
New Jersey
$2.68M +$271K +2,376 +11%
APP
261
Avantax Planning Partners
Iowa
$2.67M -$34.4K -302 -1%
EA
262
Efficient Advisors
Ohio
$2.66M +$6.95K +61 +0.3%
TA
263
Tiedemann Advisors
New York
$2.65M -$18.4K -162 -0.7%
MA
264
Mutual Advisors
Nebraska
$2.62M -$20.4K -179 -0.8%
CPO
265
Cerity Partners OCIO
New York
$2.61M +$411K +3,557 +19%
HCM
266
Hollencrest Capital Management
California
$2.61M – – –
GRP
267
Global Retirement Partners
California
$2.55M -$29.8K -262 -1%
WA
268
Waverly Advisors
Alabama
$2.54M -$78.6K -682 -3%
FA
269
Fortis Advisors
Pennsylvania
$2.53M +$1.52M +13,303 +149%
MIA
270
MainStreet Investment Advisors
Illinois
$2.51M +$2.51M +22,029 New
NC
271
NewSquare Capital
Pennsylvania
$2.48M +$132K +1,160 +6%
DIA
272
Dean Investment Associates
Ohio
$2.48M -$488K -4,284 -16%
MGI
273
MayTech Global Investments
New York
$2.47M +$991K +8,700 +67%
LWANC
274
Laurel Wealth Advisors (North Carolina)
North Carolina
$2.47M +$271K +2,382 +12%
FAIM
275
Financial Advocates Investment Management
Washington
$2.46M -$67.2K -590 -3%
9 10
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