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iShares National Muni Bond ETF
MUB

Overview Fund Activity

995 hedge funds and large institutions have $15.9B invested in iShares National Muni Bond ETF in 2021 Q1 according to their latest regulatory filings, with 78 funds opening new positions, 506 increasing their positions, 251 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
995
Holders Change
+4
Holders Change %
+0.4%
% of All Funds
17.52%
Holding in Top 10
84
Holding in Top 10 Change
-16
Holding in Top 10 Change %
-16%
% of All Funds
1.48%
New
78
Increased
506
Reduced
251
Closed
68
Calls
$5.37M
Puts
$10.6M
Net Calls
-$5.25M
Net Calls Change
-$1.25M

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$919M
2
Betterment LLC
2
Betterment LLC
New York
$948M
3
Bank of New York Mellon
3
Bank of New York Mellon
New York
$321M
4
TF
4
TIAA FSB
Florida
$276M
5
Morgan Stanley
5
Morgan Stanley
New York
$414M

Top Sellers

1
Qube Research & Technologies (QRT)
1
Qube Research & Technologies (QRT)
United Kingdom
$77.6M
2
GC
2
Grimes & Company
Massachusetts
$0
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$302M
4
SS
4
Simplicity Solutions
Minnesota
$1.06M
5
Lazard Asset Management
5
Lazard Asset Management
New York
$33.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWA
276
Arete Wealth Advisors
Illinois
$3.92M +$326K +2,809 +9%
SC
277
Savant Capital
Illinois
$3.92M +$135K +1,161 +4%
GGS
278
Galvin Gaustad & Stein
Arizona
$3.92M +$148K +1,276 +4%
FCC
279
Florin Court Capital
United Kingdom
$3.88M -$11.2M -96,800 -74%
EFL
280
ERn Financial LLC
Wisconsin
$3.87M -$94.9K -818 -2%
AAS
281
Avantax Advisory Services
Texas
$3.87M +$655K +5,649 +20%
JIP
282
Jaffetilchin Investment Partners
Florida
$3.84M -$2.24M -19,283 -37%
WCM
283
Wunderlich Capital Managemnt
Tennessee
$3.81M +$2.55K +22 +0.1%
GL
284
Graypoint LLC
New York
$3.8M +$1.65M +14,260 +77%
RIA
285
Regal Investment Advisors
Michigan
$3.78M -$925K -7,974 -20%
MWC
286
MBM Wealth Consultants
Missouri
$3.76M +$421K +3,630 +13%
Kovitz Investment Group Partners
287
Kovitz Investment Group Partners
Illinois
$3.74M -$711K -6,130 -16%
CIBC Private Wealth Group
288
CIBC Private Wealth Group
Georgia
$3.72M -$286K -2,462 -7%
RCA
289
Resonant Capital Advisors
Wisconsin
$3.7M +$758K +3,964 +26%
FPCP
290
Fort Point Capital Partners
California
$3.67M -$3.29M -28,386 -47%
JIR
291
James Investment Research
Ohio
$3.62M -$213K -1,835 -6%
AFP
292
Ausdal Financial Partners
Iowa
$3.59M +$236K +2,033 +7%
SCG
293
Sonata Capital Group
Washington
$3.58M -$82.3K -709 -2%
SFG
294
Sowa Financial Group
Rhode Island
$3.56M +$184K +1,587 +5%
AA
295
Alesco Advisors
New York
$3.51M +$280K +2,417 +9%
CP
296
Corbenic Partners
Pennsylvania
$3.46M +$143K +1,230 +4%
GP
297
Girard Partners
Pennsylvania
$3.44M +$320K +2,759 +10%
WWM
298
Windsor Wealth Management
Indiana
$3.43M -$509K -4,385 -13%
MPM
299
Meritage Portfolio Management
Kansas
$3.42M +$280K +2,413 +9%
AIA
300
Alera Investment Advisors
Illinois
$3.38M +$2.94M +25,340 +664%
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