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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 %
SA
276
Sunesis Advisors
Kansas
$1.97M – – –
AW
277
Alpha Windward
Massachusetts
$1.96M -$12.6K -110 -0.6%
OAM
278
Occidental Asset Management
California
$1.95M +$69K +605 +4%
SP
279
SWS Partners
Ohio
$1.94M -$568 -5 -0%
MA
280
MCF Advisors
Kentucky
$1.93M -$127K -1,111 -6%
PP
281
Paloma Partners
Connecticut
$1.91M +$765K +6,703 +67%
PP
282
PDS Planning
Ohio
$1.9M +$187K +1,639 +11%
ST
283
Spinnaker Trust
Maine
$1.88M – – –
PAG
284
Pinnacle Advisory Group
Maryland
$1.83M -$19.3K -169 -1%
GP
285
Girard Partners
Pennsylvania
$1.83M -$368K -3,222 -17%
FAM
286
Flaharty Asset Management
Florida
$1.83M +$377K +3,305 +26%
CM
287
Columbus Macro
Pennsylvania
$1.83M +$62.6K +549 +4%
ASN
288
Advisory Services Network
Georgia
$1.81M – – –
CAM
289
Cresset Asset Management
Illinois
$1.8M +$847K +7,422 +89%
RWP
290
RWA Wealth Partners
Massachusetts
$1.77M – – –
AWA
291
Arete Wealth Advisors
Illinois
$1.74M +$8.66K +76 +0.5%
AAM
292
Autus Asset Management
Arizona
$1.74M -$289K -2,530 -14%
IA
293
IFP Advisors
Florida
$1.69M +$1.69M +14,830 New
LNWWM
294
Laird Norton Wetherby Wealth Management
California
$1.68M +$1.68M +14,682 New
CPP
295
Crow Point Partners
Massachusetts
$1.66M -$47.4K -415 -3%
CG
296
Colony Group
Massachusetts
$1.64M +$47.1K +413 +3%
DSC
297
Duncker Streett & Co
Missouri
$1.62M – – –
RC
298
Roundview Capital
New Jersey
$1.62M +$413K +3,622 +34%
APA
299
American Portfolios Advisors
New York
$1.61M +$178K +1,559 +12%
AFP
300
Ausdal Financial Partners
Iowa
$1.59M +$184K +1,615 +13%
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